Capture
Connect the Google Sheet your ad forms write to. Every new row becomes a lead in the background. Or drop in a CSV.
Leads flow in from Google Sheets, land with the right rep within minutes, and get updated with a quick WhatsApp reply. No data entry at 9 pm, no app for reps to install.
Most leads are lost in the gap between “someone filled a form” and “someone called them”. Prospity closes that gap automatically.
Connect the Google Sheet your ad forms write to. Every new row becomes a lead in the background. Or drop in a CSV.
Round-robin hands each new lead to the next rep in line as soon as it syncs. The rep gets a WhatsApp alert with the details.
Calls, meetings, demos and notes sit on the lead’s timeline. Tasks carry due dates, and a morning briefing lists what is overdue.
Stages have age limits, so stuck deals turn red. Targets and team performance show who is on track this month.
Your team already answers WhatsApp all day. Prospity puts the pipeline there too — short commands, instant replies, and everything written back to the lead.
leadsList my open leads, numberedtodayTasks due today and overduestage 2 wonMove lead 2 to a new stagelog 2 call …Log a call, meeting, demo or notetask … tomorrowCreate a follow-up with a due datestatsMy numbers for the monthThe assigned rep hears about a new lead the moment it lands, not at the next team meeting.
Overdue tasks, today’s follow-ups and stuck leads, in one message. Quiet days send nothing.
Every stage change, call and note made on WhatsApp lands on the lead’s timeline for managers to see.
Every lead on a board by stage, with deal value and win probability. One click opens the full record.
Set how long a lead may sit in each stage. Past the limit it is flagged amber, then red, in the lead list and the morning briefing.
Calls, emails, meetings, demos and notes, in order, on every lead — so a handover never starts from zero.
Due dates and priorities for every follow-up, created in the CRM or with one WhatsApp message.
Monthly targets per rep, with a team view and a drill-down into each person’s leads, activity and wins.
Win rate, leads by source and stage, and performance by rep — filtered by person, source or date range.
The full brokerage sales cycle on top of the CRM: builder registrations that protect your claim, site visits, live unit inventory and bookings that can’t be double-sold.
Send us a sample of your sheet. We’ll set up a demo with your stages and your data, and show you the WhatsApp flow live.