A single lead workspace
Capture and qualify enquiries with contact details, source, owner, notes, documents and activity in one record, so agents never start a call without context.
Leadboard CRMby DigiNest
For real estate businesses in Kerala & across India
Every lead. Every agent. One pipeline.
One connected CRM for enquiries, property inventory, marketing and the follow-up that turns interest into closed deals.
- Leads
- Properties
- Automation
- Reports
Pricing on request Tailored to your team, setup and integrations. Book a demo to get your proposal.
- New enquiry
- Qualified
- Site visit
- Negotiation
- Won
Up to 200 usersAgents, managers and back office on one platform.
Unlimited platform creditsCore CRM actions without internal credit caps.
Your own branded CRMYour name, logo and colours on the platform.
Web, iOS & AndroidDesk and field teams work from the same data.
01 / Leads & pipelines
Give every enquiry a clear next step.
Every buyer, seller, owner and tenant enquiry gets an owner, a full history and a visible stage in your sales process.
Portal & website leads
Bring enquiries from 99acres, MagicBricks, Housing.com, your website and ad campaigns into one workflow through configured sources, imports, API or webhooks.
Pipelines you can shape
Set up separate pipelines and custom stages for sales, rentals or projects. Drag deals across a Kanban board and close them as won or lost.
Assignment & lead pool
Assign or reassign leads to agents, run a shared lead pool with controlled claiming, and change owners or stages in bulk.
Custom fields & views
Record your own qualification details with custom fields and groups. Search, filter and choose the columns each user sees.
Response-time tracking
Set SLA timers with warnings and expiry actions so slow responses are visible, then escalate or reassign leads based on your rules.
02 / Property inventory
Keep properties and prospects side by side.
Manage sale and rental inventory together with the people, locations and reference details behind each deal.
Sale & rental records
Store purpose, type, price, rent frequency, status, reference number and RERA registration number in a structured, searchable record.
Full property profiles
Capture bedrooms, bathrooms, plot and built-up area, furnishing, parking, ownership type and completion year, with descriptions and extra details.
Photos & documents
Keep cover images, galleries, floor plans, master plans and useful links in one place, ready for the next client conversation.
Locations & amenities
Maintain localities, amenities and builder or developer details as shared reference data, so every listing is recorded the same way.
Ownership & linked leads
Assign each property to a team member and link it to interested leads, keeping the enquiry and the matching property together.
Connected listing workflows
Where a listing connection is configured, bring listing data, mapped fields and property media into your CRM automatically.
03 / Email & marketing
Stay in touch. Stay top of mind.
Run day-to-day email and planned campaigns from the same platform your sales team uses to manage deals.
Connected business email
Link Gmail or any SMTP/IMAP account, sync messages and work from a built-in mailbox without leaving the CRM.
A complete mailbox
Compose and send mail and manage inbox, sent, drafts, starred, spam and trash, with familiar read and unread controls.
Email template studio
Design reusable, responsive templates and personalise them with CRM data, keeping launches and follow-ups on-brand.
Contacts & audiences
Build contact lists and segment audiences. Suppression lists and unsubscribe handling keep your lists clean.
Scheduled campaigns
Prepare and schedule campaigns for new launches, price updates or re-engaging older leads, and review recipients and sends.
Engagement tracking
See opens, link clicks and delivery records for every campaign, and use them to decide who to call next.
04 / Workflow automation
Let routine work run on its own.
Build visual flows with triggers, conditions, actions and branches that match the way your team sells.
Triggers for real events
Start a flow when a lead arrives, a webhook fires, an agent is assigned, a stage or status changes, or a property or developer record is updated.
Rules & branches
Use conditions, AND/OR logic, filters and branches to send different enquiry types down different paths in the same workflow.
Record updates & assignment
Create or update records, look up existing data, map fields and change a lead's owner, stage or status, passing data between steps.
Messages & alerts
Send email and in-app notifications. SMS and WhatsApp steps are available through a configured Twilio connection.
Timers & integrations
Start or reset SLA timers and exchange data with other tools through inbound webhooks, outbound HTTP calls and API responses.
Data tools & run history
Format values, handle image and file links, export CSV or XML, and review each run step by step.
05 / Team productivity & reporting
Clarity for agents. Oversight for managers.
Link daily activity with pipeline visibility so the whole team works from the same up-to-date information.
Calendar & activities
Log calls, meetings, site visits, tasks and follow-ups against each lead, and plan the day around the activity that moves deals forward.
Mobile apps for agents
Companion iOS and Android apps give agents the dashboard, leads, pipelines, calendar and property catalogue while they are on site.
Roles & permissions
Control who can see or change what, by role, team or company, with own-lead, team-lead and wider visibility options.
Profiles & team structure
Keep agent profiles, contact details and company links up to date, and give each person access that matches their role.
Business dashboard
See total and new leads, wins and losses, lead-pool activity, SLA performance and inventory in one shared view.
Reports & exports
Review conversion, lead sources, pipeline health and agent performance with date filters, grouped reports and exports.
06 / Your brand, your setup
A CRM that looks and works like your business.
Your people, data and processes come together under your own company identity, set up and supported by DigiNest.
White-label branding
Run the platform with your company name, logo, colours and domain. Branded email and a branded mobile app are part of the white-label option.
Up to 200 users
Bring agents, managers and operations staff onto one platform, with roles and permissions that grow with your team.
Unlimited platform credits
Use core platform actions without internal credit limits. Connected providers keep their own requirements and usage charges.
Bulk data import
Move existing leads from spreadsheets or old systems with import previews, field mapping, background processing and import history.
Filtered data exports
Preview and export selected lead data for reporting or operations, with import and export access controlled by permissions.
Administration & recovery
Manage company settings, sources, pipelines, stages, custom fields and reference data, with lead trash and restore.
Getting started
Your first three months with Leadboard
Month one: set up
DigiNest organises your data, pipelines, agent access and lead sources around the way your team already works.
Month two: put it to work
Handle enquiries and site visits in the CRM, build follow-up routines and launch your first campaigns and automations.
Month three: review & refine
Review lead-source quality, agent activity and conversion, then fine-tune the workflows your team will keep using.
Pricing on request Tailored to your team, setup and integrations. Book a demo to get your proposal.
Includes up to 200 users. Pricing, setup, activation date and any connected-service charges are shared in your proposal.
FAQ
Leadboard CRM Questions
Ask us anything about Leadboard CRM on WhatsApp: +91 97459 27885.
What is Leadboard CRM?
Leadboard CRM by DigiNest is a real estate CRM for leads, pipelines, property inventory, email marketing, workflow automation and team reporting, with web, iOS and Android access.
Can it capture leads from 99acres, MagicBricks and Housing.com?
Yes. Enquiries from property portals, your website and ad campaigns can come into one workflow through configured sources, imports, API or webhooks.
How many users are included?
Up to 200 users, so agents, managers and back-office staff can all work on one platform with role-based permissions.
How much does Leadboard CRM cost?
Pricing depends on your team size, setup and integrations. Book a demo and DigiNest will share a proposal for your business.
Can the CRM carry our own brand?
Yes. The white-label option runs the platform with your company name, logo, colours and domain, including branded email and a branded mobile app.
Does it work with WhatsAI?
Yes. WhatsAI can send enquiry details from WhatsApp conversations into Leadboard CRM through a configured webhook and field mapping.
Two products, one connected process
Pair Leadboard CRM with WhatsAI
WhatsAI handles the WhatsApp conversation and qualifies the enquiry. Leadboard CRM carries that lead into your pipeline, assigns an agent and tracks it to a closed deal.
WhatsApp enquiryWhatsAI qualifiesLeadboard CRMAgent follow-upDeal won
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See Leadboard CRM Work for Your Business
Book a demo and we'll walk through your customer journey, your team and the setup you need.