Visual Deal Tracking & Sales Pipeline

Stop guessing which deals will close. Aiksol360 CRM gives you a drag-and-drop 'Kanban Board' to visualize every active deal from the initial Site Visit to the final Token and Transfer.

Drag-and-Drop Deal Board

Drag-and-Drop Deal Board

Visualize your entire business on one screen. The 'Kanban View' organizes your active deals into vertical columns based on their status. You can see at a glance that you have 5 clients in 'Negotiation' and 2 clients in 'Token Received,' allowing you to focus on closing the ones closest to the money. No more digging through notebooks to find active buyers.

Why visuals matter:

  • Move deals forward with a simple swipe or click.
  • Color-coded tags for 'High Value' or 'Urgent' deals.
  • Quickly identify bottlenecks (e.g., too many leads stuck at 'Site Visit').
Customizable Deal Stages

Customizable Deal Stages

Every agency works differently. Some do 'Rentals,' some do 'Files,' some do 'Constructed Homes.' Our system allows you to customize the pipeline stages to match your exact workflow. Create a specific pipeline for 'DHA Files' (Token -> Transfer) and a different one for 'Commercial Leasing' (Visit -> Agreement -> Handover).

Flexibility:

  • Define custom stages (e.g., 'Token', 'Bayana', 'NOC Applied').
  • Set 'Probability %' for each stage to forecast revenue.
  • Create multiple pipelines for different sales teams.

Stalled Deal Detection

Don't let deals rot. If a deal sits in the same stage (e.g., 'Negotiation') for too long without an update, the system flags it as **'Stagnant.'** This triggers an alert to the manager, allowing them to intervene and help the agent push the deal forward or mark it as lost to keep the data clean.

Pipeline Health:

  • Identify neglected leads instantly.
  • Clean up your pipeline by archiving 'Dead' deals.
  • Focus agent energy on active, moving opportunities.
Automated Deal Closing (Commission Trigger)

Automated Deal Closing (Commission Trigger)

Close deals without the paperwork headache. When you drag a card to the **'Won'** stage, the system automatically launches the 'Closing Wizard.' It prompts you to select the Commission Template, assign splits to agents/managers, and generate the final deal record instantly. No manual calculations required.

Closing Automation:

  • Auto-trigger 'Commission Calculation' on Won status.
  • Select pre-set templates for revenue splits.
  • Update Agent's Ledger and Wallet instantly.
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FAQs

Can I have different pipelines for Sales and Rentals?

Yes. You can create a 'Sales Pipeline' (Token -> Transfer) and a separate 'Rental Pipeline' (Visit -> Agreement -> Handover) with different stages.

Does the pipeline show the total value?

Yes. Each column header shows the 'Total Value' of deals in that stage. For example, you can see you have 5 Crores worth of inventory in the 'Token Paid' stage.

Can I see who owns the deal?

Yes. Each deal card displays the Agent's photo and name, so you know exactly who is responsible for that transaction.

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