ImobPortal CRM

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Run real estate leads, listings, rentals, visits, proposals, commissions, and team performance from one Portuguese-language CRM.

ImobPortal CRM is an interactive real estate operations dashboard designed for agencies and brokerage teams. Its overview combines active lead counts, available inventory, pending commissions, open tasks, funnel distribution, monthly acquisition, lead sources, upcoming visits, team performance, recent activity, and recent contacts. Dedicated modules organize leads in searchable tables and a draggable Kanban funnel, while the property portfolio supports filters for status, type, transaction, city, price, and area. Individual records include assignments, scores, contact history, pricing, addresses, dimensions, amenities, owner information, and descriptive notes. The navigation also includes owners, rentals, tasks, visits, proposals, commissions, documents, marketing, reports, communication, and configuration areas.

Highlights

Live Business Overview

Metrics and workload

Visual Sales Funnel

Seven draggable stages

Detailed Lead Records

Scores and assignments

Property Portfolio

Filters and full details

Team Performance

Sales and commissions

How to Use

Review the agency dashboard
Open the dashboard to check active leads, available properties, pending commissions, open tasks, funnel distribution, upcoming visits, team performance, recent activity, and newly added contacts. Use the shortcut buttons when you need to begin a lead, listing, visit, or task workflow.
Find and qualify leads
Open Leads, enter a client name in the search field, or narrow the table by status, type, source, assigned broker, and sorting preference. Select a record to inspect its details, or use the new lead action to enter contact data, interest type, region, budget, score, company, notes, and ownership.
Manage the sales funnel
Open Funil Kanban to view contacts grouped from new lead through contacted, qualified, proposal, negotiation, won, and lost stages. Filter the board by broker, then drag a lead card to another stage when its sales status changes.
Browse the property portfolio
Open Imóveis and search or filter by availability, property type, sale or rental offering, city, price, or area. Select a card to review price, address, dimensions, rooms, parking, condominium fees, taxes, owner, responsible broker, description, and amenities.
Coordinate follow-up work
Use the task, visit, proposal, commission, document, communication, and reporting modules from the sidebar to continue the operational workflow after a lead or property record has been reviewed.