01
Lead management
Capture, score and track every lead through a pipeline built for property sales.
CRM Built For Real Estate
Close more deals with TrustCRM
Manage leads, follow-ups, inventory, reports, and notifications from one workspace — native apps and web, so office staff and field agents stay on the same data everywhere.
What your team gets
Leads, properties, attendance, and reports in one place, set up for property sales.
02
Smart Caller ID
See who's calling instantly — incoming numbers are matched to your CRM leads.
03
Campaign integrations
Auto-import leads from Facebook Lead Ads and WhatsApp the moment they arrive.
04
Property inventory
Manage units and projects, compare options and share details with clients.
05
Attendance & visits
GPS check-in within your office radius and team visits plotted on a map.
06
Reports & analytics
Live dashboards and exportable reports that show exactly what's working.
07
Calendar & follow-ups
Never miss a meeting, task or follow-up with smart scheduling and reminders.
08
Team collaboration
Assignment rules, @mentions and push notifications keep everyone in sync.
Swipe to see all features →
Key features of the system
01
01Lead capture
Connect all your campaigns in one inbox
Facebook Lead Ads, Click-to-WhatsApp ads and web forms flow straight into Trust CRM. Assignment rules route each lead to the right agent in seconds — no copy-paste, no leads lost.
- Instant Facebook & WhatsApp lead sync
- Automatic assignment by rules
- Duplicate detection on capture
02
02Migrate in minutes
Bulk-import thousands of leads from Excel
Bring your existing database in one upload. Trust CRM scans your sheet, maps the columns, flags duplicates and creates clean, assigned leads ready to work.
- Drag-and-drop Excel / CSV import
- Smart column mapping
- Duplicate flagging & merge
Live preview
Walk through a sample import — drag the file or tap to upload.
1Upload
2Map
3Import
Upload Spreadsheet
leads.xlsx
Drag leads.xlsx here
03
03Caller ID
Know every caller before you answer
When a lead calls, a Trust CRM overlay appears with their name, rating and last note — even outside the app. Log the outcome in a tap and keep the timeline complete.
- Truecaller-style on-call overlay
- Instant lead lookup by number
- One-tap call outcome logging
04
04Team chat
WhatsApp-style chat on every lead — no context lost
Sales, marketers and team leaders discuss each lead inside the CRM with @mentions, screenshots and images. Share ad creatives, post copy and follow-up instructions without leaving the lead screen.
- Full team chat on every lead
- @mention teammates with push alerts
- Share screenshots & images in-thread
05
05Field teams
GPS attendance, visits & meeting tracking
Agents check in within your office geofence and log client visits and meetings on the map. Managers get a clear view of where the team is and what got done.
- Geofenced office check-in/out
- Visits and meetings on a live map
- Attendance, meetings & reports
06
06Real-time sync
Every action appears instantly
Every change in the app syncs in real time. Same data, same view — no refresh.
- All changes sync in real time
- Instant sync on mobile and web
- Your screen updates without refresh
07
07Insights
Reports that show what's really working
Track conversion, agent performance and lead sources with live dashboards. Export to PDF or Excel for management in a click.
- Live KPI dashboards
- Agent & source performance
- PDF / Excel export
Constant Updates
Exploring. Creating.Updating.
Regular enhancements keep Trust CRM fresh, modern, reliable, and ready for whatever your business needs next.
Work from Anywhere
Manage leads, follow-ups, inventory, reports, and notifications from one workspace — native apps and web, so office staff and field agents stay on the same data everywhere.
