PF

Propfin Solution

Banking CRM. Sign in to continue.

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PF

Propfin SolutionBANKING CRM

PIPELINE

All Leads0 Today's New Leads0 Hot Leads0 Starred0

REAL ESTATE

Real Estate Leads0

ADMIN

Dashboard Settings Manage Logins

All Leads

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UserTEAM

All Leads

0 selected

	Name	Mobile	Product	Amount	Bank	Assigned To	Latest Remark	Stage	Priority

Dashboard

Total leads

0

Pipeline value

₹ 0

Hot leads

0

Open leads marked Hot

Disbursed

₹ 0

All Leads by stage

Real Estate by stage

Settings

Change the lists used in lead forms and filters. Hiding an option removes it from dropdowns but keeps it on old leads. An option that no lead uses can be deleted.

Add Lead

Source

Banking Real Estate

Name

Mobile

Product

Loan amount

₹

Bank / Lender

Stage

Priority

Assigned to

First remark

Amount shortcut: type 45 for ₹ 45,00,000. Type 1.5cr for ₹ 1,50,00,000. A full number like 4500000 also works.

Remark timeline

Add a remark

Ctrl + Enter to post

No remarks yet.

Save the lead first. Every remark and stage change you add later shows here with date, time and who wrote it.

Edit option

Name

Short name (shown in the table, cannot be changed later)

Colour

This stage means

Show these leads in the Hot Leads tab Use as the default for new leads

Manage Logins

One main admin and two team logins. Team logins can add and edit leads and write remarks. Only the admin can assign or delete leads. A lead assigned to one login is hidden from the other login.

Change Password

Current password New password (min 8 characters)