Compound Sales CRM Playbook: What We Built on cp.egyptcrm.com
Inventory tied to lead source
Each lead carries project, unit type, budget band, and campaign source (Facebook, broker referral, walk-in). Managers filter dashboards by compound and see conversion by channel — not a single undifferentiated pipeline. When a buyer asks about a different project, reassignment rules keep audit trail intact.
Field brokers and site visits
Mobile app notifications assign new leads within working hours. Brokers log calls, WhatsApp threads, and site-visit outcomes before checkout. Masked numbers protect customer privacy when agents call from personal mobiles — critical for developer brand trust.
Reporting developers actually read
Weekly exports: leads by project, average response time, visits booked vs deals closed, broker leaderboard. Finance gets commission stage tracking without a separate ERP for mid-size developers. This is production logic on cp.egyptcrm.com — not a demo sandbox.