What does RealtorDesk include?

Dashboard, clients and leads, inventory, sales pipeline, calendar, reminders and alerts, documents, tasks, lead forms, team, and team performance. Same leads on the mobile app in the field.

What can an agency admin do?

Hire employees, control login and leave, import and assign leads, see overdue follow-ups by agent, manage inventory and documents, open lead forms, and read Team Performance by dials, meetings, and closings.

What can an agent do?

Create and work their own leads and deals, log calls, write a call summary, set follow-ups with reminders, complete tasks, browse inventory, and see My Performance. Web and mobile app.

Do reminders and alerts work on mobile?

Yes. Follow-up reminders and calendar alerts reach the assigned agent on web and the mobile app so the next call or visit does not slip.

Can I import and export leads?

Yes. Admins can bulk import leads from CSV (Excel-ready: save your sheet as CSV) and export leads to CSV anytime to keep a full copy on your local system.

Can you add company-specific features?

Yes. If your agency needs a field, stage, report, or workflow for how you sell, ShipCrzy can add it on request.

RealtorDesk

app.realtordesk.com/dashboard

Good morning, Alex

This week

Team attention needed

Jordan Lee has 3 overdue follow-ups. Casey Brooks has 2 due today still open.

Total leads

248

Follow-ups today

Meetings set

Meetings done

Overdue

Overdue follow-ups

Riley Chen

Jordan Lee · Site visit reminder

Overdue

Avery Quinn

Casey Brooks · Price follow-up

Overdue

Morgan Blake

Jordan Lee · Send floor plan

Overdue

Status breakdown

Follow up58

New42

Call attempted36

Closed won12

Clients & Leads

+37 today

Search leadsImport CSV

Ahmed Raza

DHA Phase 6 · 10 Marla

ZameenSK

Fatima Noor

Bahria Town · Apartment

FacebookOR

Usman Khalid

Gulberg · Shop

Walk-inLM

Hira Shah

Johar Town · 5 Marla

OLXHT

Bilal Aslam

DHA Phase 8 · Plot

InstagramAH

Lead · Ahmed Raza

Hot

0300 •••• 214 · Zameen · Sara K.

Follow UpMeeting Arranged

Call logged · Connected4:12

Call notes: Wants a 10 Marla house near the park, budget 4 Cr. Site visit booked with his wife on Saturday.

Next follow-up: Sat 11:00 AM · reminder set

Today 10:42 · Status changed to Meeting Arranged

Today 10:38 · Call logged by Sara K.

Yesterday · Assigned to Sara K.

Reminder · in 30 min

Call Hira Shah about the Johar Town visit

Sales Pipeline

PKR 18.4 Cr in play

New37

Ahmed Raza

10 Marla · DHA

Fatima Noor

10 Marla · DHA

Call Attempted29

Usman Khalid

10 Marla · DHA

Follow Up24

Hira Shah

10 Marla · DHA

Zain Ali

10 Marla · DHA

Meeting Arranged15

Bilal Aslam

10 Marla · DHA

Token Done6

Sana Iqbal

10 Marla · DHA

Closed Won4

Omer Farooq

10 Marla · DHA

Ahmed Raza

Moving to Meeting

Team Performance

This month

Sara K.52 dials · 11 meet · 9 won

Omar R.47 dials · 9 meet · 7 won

Lina M.40 dials · 8 meet · 6 won

Ali H.3 overdue31 dials · 5 meet · 4 won

Bilal S.1 overdue22 dials · 3 meet · 3 won

Run your real estate sales team from one place.

RealtorDesk gives agency owners full visibility over every lead, every agent, and every deal, from first enquiry to closing. On web and mobile.

Book a demo

Web and mobile app
Owner and agent roles
CSV import and export

Lead management

Capture every enquiry, from every portal.

Leads from Zameen, OLX, social media, your website, and walk-ins are collected in one database and assigned to the right agent. Bulk import and export by CSV.

Calls and follow-ups

Make sure no follow-up is missed.

Agents log every call with notes and schedule the next step. Reminders reach them on web and mobile, and overdue leads are flagged to management.

Sales pipeline

Know where every deal stands.

Track each client from first enquiry to token and closing. See conversion at every stage and plan revenue with confidence.

Team performance

Measure your team on results.

Calls, meetings, and closings for each agent, updated as they work. Recognise top performers and step in early when follow-ups slip.

Book a demo

Lead stages in RealtorDesk

NewCall AttemptedFollow UpMeeting ArrangedMeeting DoneToken DoneClosed WonNot Interested

Every call, note, and follow-up on one lead record.

Admins assign leads or agents add their own. Call status, duration, notes, the call summary, the next follow-up, and the pipeline stage are all kept on the same record.

Lead created

Admin or agent

On an agent

Assigned or self

Call logged

Status + duration

Call log

On the lead

Call summary

Written from the notes

Follow-up + reminder

Time + minutes before

Schedule + alert

Calendar and mobile

Lead created

Admin or agent

On an agent

Assigned or self

Call logged

Status + duration

Call log

On the lead

Call summary

Written from the notes

Follow-up + reminder

Time + minutes before

Schedule + alert

Calendar and mobile

Call record

Connected, 142s

Outgoing call logged

Walked the price. Buyer can visit Thursday. Asked for the corner-unit plan.

Summary

Thursday visit. Send the floor plan before the call.

Saved on every lead

Call status, duration, and activity note
Call summary written from the notes
Follow-up date on the lead
Reminder minutes before the visit or call
Calendar event plus web and mobile alerts

Built for owners and the agents they manage.

Owners manage the team, every lead, inventory, documents, and the schedule. Agents work their own clients, and their activity rolls up to the owner's dashboard.

Owner / admin

Manage the team, every lead, inventory, documents, and the schedule, with overdue work and performance always in view.

Create team

Agency leads

Assign, CSV, restore

Inventory

Add and edit stock

Docs & forms

Files and lead forms

Calendar & tasks

Whole team book

Owner dashboard

Due today, overdue

Pipeline

Every agent deal

Team performance

Dials, meets, won

Create team

Agency leads

Assign, CSV, restore

Inventory

Add and edit stock

Docs & forms

Files and lead forms

Calendar & tasks

Whole team book

Owner dashboard

Due today, overdue

Pipeline

Every agent deal

Team performance

Dials, meets, won

Hire staff, reset login, set leave, and assign one lead or a CSV list

See every lead, deal, calendar item, reminder, and task, plus inventory, documents, and lead forms

Dashboard overdue by agent; dials, meets, and wins on Team Performance

Reminders and alerts before a client goes quiet.

Set the next follow-up on the lead and choose when to be reminded. Alerts reach the agent on web and mobile, and anything overdue appears on the owner's dashboard.

The next step stays on the clock.

Set a follow-up, choose the reminder, get the alert on web or the mobile app, and see it on the team calendar before it slips to overdue.

Riley Chen

Follow up

Harbor View · Jordan Lee

ScheduleThu 11:00

Reminder30 minutes before

Alert armed

Follow-up reminder

Call Riley Chen in 30 minutes. Floor plan still pending.

Every screen your agency needs, in one product.

Browse the product below. The same data is available in the mobile app.

Clients and leads

Admins see everyone, bulk import or export CSV, and assign. Agents see and create their own leads.

1 / 10

Owner dashboard: see which follow-ups are late, and with whom.

Start each morning with overdue follow-ups across the whole agency, not only your own clients.

Overdue count on the dashboard, listing every lead past its follow-up time.
The responsible agent shown on each late lead.
Due today and overdue, broken down by team member.
Filter clients and leads by overdue status and by employee.

Web and mobile app

Agents see the same leads, reminders, and schedule in the office and on site visits.

Lead forms

Share a form for a project or campaign. Every submission arrives in your leads, ready to assign.

Your data stays secure, and it stays yours.

Each agency works in its own invite-only workspace. Bring in your existing leads from Excel, and export a full copy whenever you need one.

Private agency workspace

Access is by invitation only. Each team sees only its own agency’s clients and records.

Import your existing leads

Upload your current lead sheet in bulk. Save it from Excel as CSV and import it in one step.

Export at any time

Download your leads as CSV whenever you want a local backup. Your data is never locked in.

Need a field, stage, or report specific to your company?

We configure RealtorDesk around how your team sells, and build what is missing.

Discuss your requirements

Frequently asked questions

What is included, who can do what, and how reminders reach your team.

Still deciding?

See the owner and agent views on the live product.

Book a demo

See RealtorDesk with your own team in mind.

Book a walkthrough of the owner and agent views, covering leads, follow-ups, pipeline, and team performance.

Book a demo