Source
Where the enquiry came from, to see which campaigns produce buyers.
Fields
- Campaign and ad
- Form or channel
- Unit type requested
Guide
A CRM for
property developers,
lead by lead.
A lead that is not called back quickly, or that nobody can trace, is advertising budget thrown away. A CRM is there to prevent that. This is what it should hold for a new development, whatever the tool.
The pipeline
From first contact
to reservation.
Every lead always has a status and a dated next action. Without those two fields, the rest is useless.
01 · Intake
New, then contacted
The lead arrives automatically from the Meta form or the website, with its source. It moves to “contacted” at the first real conversation.
To recordSource campaign, unit type requested, date and time of arrival.
02 · Qualification
Qualified or not
Budget, purchase timeline, financing, resident or Moroccan abroad. An unqualified lead is filed with a reason, not deleted.
To recordAnswers to the qualifying questions and the reason for rejection.
Qualify instead of collecting03 · Conversion
Appointment, visit, reservation
The stages that matter for the sale. A lead lost here keeps its reason too: price, timing, competition, financing.
To recordVisit date, unit reserved, or reason lost.
Per lead
What to
track.
Few fields, always filled in: that is what makes reporting reliable.
Qualification
Who the buyer is and where they stand in their decision.
Fields
- Budget and financing
- Purchase timeline
- Resident or diaspora
Follow-up
What has been done and what is next.
Fields
- Time to first call-back
- Channel: call or WhatsApp
- Dated next action
Reporting
What the CRM
should tell you.
Read these by campaign and by unit type, every month.
SpeedAverage time to first call-back
QualityShare of qualified leads per campaign
ConversionAppointments · visits · reservations
The real questionWhat does one reservation cost, campaign by campaign?
The tool
Choose without
missing the point.
Nbi3lik does not sell CRM software. What follows applies whatever the tool.
01
Start simple
For a modest volume, a well-structured shared spreadsheet is enough, as long as every lead has a status and a next action.
02
Move to a dedicated CRM
When several sales staff, several developments or a high volume make manual tracking fragile, and leads need to arrive automatically.
03
Discipline before features
A CRM is only as good as the data entered. One more required field beats one more feature.
The CRM in the 360 offerWhich CRM should a property developer choose?
The one your team will actually use. At minimum it must receive leads from Meta forms and the website automatically, handle statuses and reminders, and report by campaign.
Is a spreadsheet enough?
For low volume and a small team, yes, if it is kept up to date. It becomes fragile as soon as several people enter data or leads arrive from several channels.
How quickly should a lead be called back?
As fast as possible, ideally the same day and at hours when the buyer can be reached. The longer the delay, the more the interest fades or goes to a competitor.
Do you set up the CRM?
Yes, as part of NBI3LIK 360: pipeline structure, automatic lead intake and reporting. Your sales team stays in charge of the relationship.
Who owns the lead data?
You do, during and after the engagement. Accounts, tools and lead data remain your property.
Leads with no follow-up?
Let’s talk.
Do you know what happens to your leads?
Tell us about your development and how you track leads today. We reply with a first read.
Talk about your project