Leads Journey

Every lead. Every broker. One clear picture.

Sales intelligence built on your CRM. Live dashboards, complete lead timelines, and reports that hold up in the boardroom.

Command Center showing company-wide KPIs, lead pipeline over 18 months and site-visit trends
Lead segments breakdown: hot, follow-up due and prospective
Lead segments
Hourly
Data refreshed from the CRM every hour, not once a night
One click
Report packs exported ready to present, straight from the browser
Role-based
Access granted per feature, with two-factor sign-in and an audit trail
AI-ranked
A daily call list ordered by win probability, with the reasoning shown

01 Product

Clarity in seconds.
Numbers you can defend.

Leads Journey is a read-only analytics layer built over Daebuild CRM. Your team carries on working exactly where they always have, while leadership gets one consistent view of the pipeline, calculated the same way every time it is asked.

Lead search & journey

Find any lead by name, phone, or ID, then read the complete timeline of notes, site visits, WhatsApp and status changes before you dial.

Smart filters

Hot pipeline, follow-ups due, stale leads, converted lists. One click each, with no exporting to a spreadsheet to answer a simple question.

Broker analytics

Leaderboards, monthly trends and per-broker profiles, so channel performance is a measurement rather than an opinion.

Command Center

Company-wide pulse: leads, visits, conversions, project performance, and targets versus actuals on one screen.

Projects & targets

Per-project funnels, booking gauges and monthly charts, with conversion targets tracked against live actuals.

PDF reports

Broker performance, conversion, pipeline health, stale leads, site-visit and weekly executive packs, formatted and ready to send.

02 Platform

Built around how sales
actually gets done

The whole story of a lead

Every enquiry becomes a readable timeline: who owned it, what was said, which site visits happened, and exactly where it stalled.

  • Notes, call logs and WhatsApp in one thread
  • Site visits and revisits detected, not guessed
  • Why a lead is classified Broker or Walk-in, shown in full
Lead overview card: contact details, owner, attached broker, latest remark, days in pipeline and site visits
Lead header with hot status and site-visit-completed badges
Status at a glance

Channel partners, measured

See which brokers bring volume, which bring conversions, and which need attention, with the same rules applied to everyone, every month.

  • Sortable leaderboard with monthly trend lines
  • Per-broker profile and attached client list
  • Walk-in versus broker split by CRM source
Broker leaderboard cards ranked by leads, hot leads, visits and follow-ups with an activity score
Single broker card showing counts and score
Per-broker score

Targets that stay honest

Set targets per project and period across every metric that matters: conversions, site visits, follow-ups and walk-ins. Actuals are computed from the CRM's own converted status, never a parallel definition invented for reporting.

  • Yearly, quarterly and monthly periods
  • Variance, burn-up and conversion funnel views
  • Carry-forward, templates and CSV import/export
Per-project conversion target grid with conversions, site visits, follow-ups, walk-ins and stretch columns

03 How it works

From enquiry to decision

  1. STEP 01 Enquiry in CRM

    Leads, notes and site visits are captured in Daebuild exactly as they are today.

  2. STEP 02 Hourly sync

    Leads Journey mirrors the CRM every hour, with sync freshness shown in-app.

  3. STEP 03 Read the pipeline

    Dashboards, filters, journeys and the AI chase list replace manual digging.

  4. STEP 04 Decide & report

    Actions go back to the floor; leadership gets PDFs that need no rework.

05 AI Recommendations

A ranked playbook,
every morning

AI Coach

Every morning the pipeline is scored and ranked, so the day starts with a decision rather than a search. Ordering is calculated from your own CRM signals; the model only writes the explanation. Every card links straight back to the lead it came from.

  • Today, hot-chase and at-risk windows
  • Win probability with the signals behind it
  • WhatsApp-ready scripts and one-click lead open
  • Project and broker pulse for leadership
  • Admin-gated, and every call is logged for cost and safety
Leadership brief listing the day's priorities: overdue follow-ups to clear, negotiations to protect, and cooling leads to re-engage
Ranked call list with win probability shown per lead
Ranked by win probability

06 Who it's for

One platform. Clear roles.

Sales executives

Search any lead, work the follow-up queue, and read the full history before every call.

Channel & brokers

See which partners deliver volume, which deliver conversions, and where follow-up is overdue.

Leadership

Company-wide performance, targets against actuals, and report packs that hold up to questions.

Administrators

Manage users, permissions and two-factor sign-in without adding friction for the sales floor.

07 Interactive demo

Try the real thing

A complete, working copy of the product, running on a sample dataset with fictional client and project names. Every screen behaves exactly as it does in production.

Sign-in credentials are issued separately to each organisation.

Open the interactive demo

Sample data only. The demo runs independently of any production CRM.

08 Trust

Secure by design

Read-only analytics

Leads Journey reads from the CRM and never writes back to it. Your CRM stays the single source of truth, with no risk of two systems disagreeing.

Access you control

Permissions are granted feature by feature, administrators can enable two-factor sign-in, and every account change is recorded in an audit log.

Private by default

Traffic is encrypted in transit and databases are backed up nightly to private storage. The public demo runs on its own sample dataset, entirely separate from any live system.