π’ PropPulse CRMCloud β’ Desktop + Mobile
βοΈ Synced
π Follow-Up Notifications
Due and overdue CRM reminders.
π§ PropPulse Intelligence
Live read-only analysis of your CRM β no records are changed automatically.
π¨ Overdue
0
π Due Today
0
ποΈ Awaiting Property Response
0
π§ Stale Leads 14+ Days
0
π€ Deals Need Attention
0
Top Priority
Your CRM is being analyzedβ¦
| Priority | Contact / Deal | Why it needs attention | Action |
|---|
βοΈ Daily Command Center
Who needs attention today
π¨ Overdue Follow-Ups
0
π Follow-Ups Today
0
π
Upcoming β Next 7 Days
0
π₯ Hot / High Leads
0
π§ No Contact 14+ Days
0
| When | Contact | Method | Reason / Next Step | Priority | Quick Action |
|---|
π― Today's Priority Actions
Top contacts that deserve attention based on your CRM data
| Score | Contact | Recommended Action | Quick Action |
|---|
π€ Active Deals
0
Open transactions
π LOI / Under Contract
0
Advanced deal stages
π° Expected Gross Commission
$0
Across deal pipeline
π΅ Your Estimated Net
$0
After brokerage split
Total Buyer Equity Power
$0
Across active contacts
π₯ High Priority Deals
0
Requires immediate follow-up
Active Listing Links
0
$0 total market value
Pending Action Items
0
Sound reminders enabled
Capital Allocation by Client Role
Property Inventory by Asset Class
Pipeline Snapshot
Urgent Deal Pipeline Contacts
| Priority | Contact | Role | Budget / Return | Target Asset | Stage | Action |
|---|
System Activity Log
No activity yet.
π― Lead Intelligence & Daily Action Center
Prioritized from your CRM activity, follow-ups, deal stages, and contact history.
π± Work-phone mode: Call/Text opens your device app; after communicating, PropPulse lets you log the outcome and next follow-up.
π¨ Needs Action Now
0
Overdue / hot without follow-up
π No Contact 7+ Days
0
Active leads going quiet
π€ Deal Actions
0
LOI, negotiation or contract
π₯ Score 75+
0
Highest-priority contacts
| Score | Contact | Why Now | Next Follow-Up | Deal | Quick Actions |
|---|
Lead score is rule-based from your own CRM data. It is a prioritization aid, not a prediction of whether a client will close.
π₯ Universal Lead Inbox
Review inquiries, recorded requirements, and follow-ups using your existing CRM records.
New Leads
0
Needs first response
Follow-Up Due
0
Due or overdue
Qualified
0
Ready for next step
Converted
0
Linked to Contacts
Import LoopNet inquiry
Paste one inquiry, review the prospect details and property, then save to Lead Inbox.
| Received | Lead / Business | Source | Property / Requirement | Status / Stage | Next Follow-Up | Last Activity | Related Contact | Actions |
|---|
| Contact | Company | Role | Budget | Asset | Return / Terms | Stage | Priority | Actions |
|---|
Pipeline Instructions
Drag a lead card between columns to change the deal stage. Use β on a stage to rename it. Contact records remain stored in your browser.
| Property | Type | Price / Lease | Status | Location | Link | Actions |
|---|
π₯ Contact Import & Duplicate Detection
Import a CSV, preview it first, and review likely duplicates before anything is added to PropPulse.
Exact duplicates are checked by normalized email or phone. Possible duplicates are flagged when name + company match. Nothing is imported until you press Import Approved Contacts.
Rows Found
0
New Contacts
0
Exact Duplicates
0
Needs Review
0
| Status | Name | Company | Phone | Role | Existing Match | Include | |
|---|---|---|---|---|---|---|---|
| Choose a CSV file to preview contacts. | |||||||
Supported CSV Columns
PropPulse recognizes common headings such as First Name, Last Name, Name, Company, Email, Phone, Role, Priority, Budget / Max Budget, Asset Type / Property Type, Stage, Status and Notes. Extra columns are ignored.
π§ Advanced Property Matchmaker
Automatically compare your properties with buyer and tenant requirements β in both directions.
π― Strong Matches 80%+
0
Best-fit opportunities
π Good Matches 60β79%
0
Worth reviewing
π’ Active Properties
0
Available inventory
π₯ Active Clients
0
Buyer / tenant database
Scores are transparent and rule-based. PropPulse compares asset type, purchase/lease intent, budget, preferred area and size. Missing information is identified instead of guessed.
| Match | Client | Property | Why It Matches | Gaps / Missing | Actions |
|---|
β Saved Matches
βοΈ Send Email Pitch to Client
π₯ Email Lead Auto-Parser
Paste a Zillow, LoopNet, Crexi, broker, or direct inquiry below. PropPulse extracts common contact fields.
π Schedule Deal Action Item
Action Item Checklist
Active Deals
0
Open opportunities
Under LOI / Contract
0
Advanced transactions
Expected Gross Commission
$0
Open + closed pipeline
Your Estimated Net
$0
After brokerage split
| Deal | Client | Property | Stage | Deal Value | Gross Commission | Your Net | Closing | Actions |
|---|
ποΈ Database & CSV Guide
This cloud version synchronizes contacts, properties, pipeline stages, tasks, and matches with Supabase. A local browser cache is also kept for speed and backup.
PostgreSQL Schema
CREATE TABLE contacts (
contact_id UUID PRIMARY KEY,
first_name VARCHAR(100) NOT NULL,
last_name VARCHAR(100) NOT NULL,
company_name VARCHAR(150),
email VARCHAR(255),
phone VARCHAR(30),
role VARCHAR(50) DEFAULT 'Investor',
priority VARCHAR(20) DEFAULT 'Normal',
max_budget DECIMAL(15,2),
target_cap_rate VARCHAR(50),
target_asset_type VARCHAR(50),
pipeline_stage VARCHAR(100),
status VARCHAR(100) DEFAULT 'Active Lead',
requirements_summary TEXT
);
CREATE TABLE property_listings (
listing_id UUID PRIMARY KEY,
property_title VARCHAR(255) NOT NULL,
address TEXT,
property_type VARCHAR(50) NOT NULL,
price DECIMAL(15,2),
listing_url TEXT NOT NULL,
status VARCHAR(50) DEFAULT 'Active',
description TEXT
);
CREATE TABLE tasks (
task_id UUID PRIMARY KEY,
description TEXT NOT NULL,
contact_id UUID,
due_at TIMESTAMP NOT NULL,
priority VARCHAR(20),
completed BOOLEAN DEFAULT FALSE
);
CSV Contact Columns
Contact Name,Contact Type,Email,Phone,Target Budget,Target Asset Class,Target Return / Cap Rate,Status,Notes & Requirements