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Creating an account

step 1. Go to realtosmart.com and click SignUp.
step 2. Enter your name, User name, Mobile No. ,email address, password and confirm password.
step 3. Once signed up, Realtosmart offers three distinct plan options.
  • 1. Core Plan : This plan includes access for a user, project management features, standard reports and analytics, and a property limit of 600
  • 2. Advanced Plan : Choose this plan for more comprehensive features. It allows you to add a users, manage up to 4 projects, includes HR management functionality, provides access to both standard and advanced reports and analytics, and extends the property limit to 1200. Moreover, the Advanced Plan also offers lead management options for enhanced business capabilities.
  • 3 . Enterprise plan : Opt for the Enterprise plan to unlock an extensive array of features. This plan boasts the ability to add up to 40 users, provides unlimited project management capabilities, includes comprehensive HR management functionalities, and grants access to both standard and advanced reports and analytics. In addition, the Enterprise Plan offers an unrestricted property limit, enabling you to manage an unlimited number of properties.Notably, this plan goes beyond the ordinary by integrating social media options, encompassing email, SMS, and WhatsApp communication channels. Moreover, the Advanced Plan also offers lead management options for enhanced business capabilities.

User Profile

how to edit User profile info
step 1. Click on your profile picture located in the top right corner of the RealtoSmart interface
step 2. From the dropdown menu, select "User Profile .
step 3. Once on the User Profile page, follow these sub-steps:
  • 1. Click on the icon located in the bottom right corner of your profile picture .
  • 2. You'll be prompted to either select an existing photo or upload a new one to update your profile picture.
step 4. To change your password, follow these steps:
  • 1. On the User Profile page, look for the "Change Password" section.
  • 2. Enter your old password in the designated field.
  • 3. Enter your new password in the designated field.
  • 4. Re-enter your new password to confirm it.

step 1. Access the SSM Setting section within the "Master" category of your RealtoSmart interface.
step 2. Within the "SSM Setting" locate and select the desired project from the available options.
step 4. Choose the appropriate user type for the selected project.
step 4. Click the "Submit" button to save your changes.
step 5. If needed, you can also delete a selected project by following the appropriate steps.

step 1. Access the Department section within the "Master" category of your RealtoSmart interface.
step 2. Once in the "Department" section, enter the full name of the department and a short department name (short form).
step 3. Click on the "Add Department" button to finalize and save the newly added department.

step 1. Access the "Inquiry management" section within the "Master" category of your RealtoSmart interface.
step 2. Within the "Inquiry Management" area, locate and select Inquiry Source Type.
step 3. Enter the name of the new Inquiry Source Type.
step 4. Click the "Add Source Type" button to save the new inquiry source type.

step 1. Access the "Inquiry management" section within the "Master" category of your RealtoSmart interface.
step 2. Within "Inquiry Management," find and select Inquiry Source Type.
step 3. Choose the appropriate Inquiry Source Type from the available options.
step 4. Enter the title and description for the inquiry source.
step 5. Click the "Add" button to save the new inquiry source.

step 1. Access the "Inquiry management" section within the "Master" category of your RealtoSmart interface.
step 2. Find and select Close reson within the "Inquiry Management" area.
step 3. Enter the details for the inquiry close reasons and description.
step 4. Click the "Inq Close Reasons" button to confirm and save the inquiry close reasons.

step 1. Access the User Admin Role section within the "Master" category of your RealtoSmart interface.
step 2. Enter your user name.
step 3. Choose your desired user role from the available options.
step 4. Click the "Add" button to finalize the user role assignment

step 1. Access the Alert Setting section within the "Master" category of your RealtoSmart interface.
step 2. Within this section, select the specific notifications you wish to send.
step 3. Choose the platforms (such as email, SMS, or app) to which you want to send these notifications.
You have select to choose the notifications you want to send and which platform to send them to.

step 1. Access the Templete section within the "Master" category of your RealtoSmart interface.
step 2. Click the icon to add a new template.
step 3. Provide a title and detailed content for the template.
step 4. If needed, attach files and specify the file type.
step 5. Click the "Submit" button to save the new template.
Using And Adding Integration Page Settings.

step 1. Go to General Setting.
step 2. Click on and choose your Company Logo.
step 3. Click on ok.

step 1. Go to General Setting.
step 2. .Enter Your Company Name,Contact Number,GST Number,Email Adress And Address.

step 1. Go to General Setting.
step 2. Set the opening time and closing time.
step 3. Toggle the "Consider Overtime" option based on your business requirements.
step 4. Update the settings for accurate operational hours.

step 1. Go To Email Setting.
step 2. add Email.
  • 1. Enter your company email address in the designated field.
step 3. Click On Update.

step 1. Go to SMS Setting.
step 2.Enter Your SMS Api
  • 1. add your SMS API key into the field.
3.Enter Your SMS Phone
  • 1. Enter the phone number you want to use for sending and receiving SMS messages.
4.Click on Update.

step 1.Go to Whatsapp Setting.
step 2.Enter your Whatsapp api key.
step 3.Click on Submit.

step 1. Go to india mart.
step 2. Enter Your Indiamart Lead Label, Api, Phone number And Select Date.
step 3. Click on Update.

step 1. Go to Website Lead Settings.
step 2. Enter your Website Lead Label And paste the Web API key you obtained into this field..
step 3. If you want to Generate the Web Api key Click on Generate Button.
step 4. Click on Submit.

step 1. Invoice(GST)
  • 1. Go to Invoice Setting
  • 2. Enter Your Incoice Prefix, Number, GST Percentage, Bank Name, Account No., IFCS code And attach your invoice signature file.
step 2. Invoice(NON GST)
  • 1. Go to Invoice Setting
  • 2. Enter Your Incoice Prefix, Number, GST Percentage, Bank Name, Account No., IFCS code, attach your invoice signature file, And HSN codes.
step 3. Automation
  • 1. Set up automated email and Whatsapp notifications for invoice-related actions.
  • 2. Click on Update.

step 1. Look for the "Login with Facebook" button or a similar option.
step 2. Click the button to initiate the login process.
step 3. add Lead lable.
  • 1. you can Select Lead Label Options.
step 3. Click on Update.

step 1. Access the Dashbord section within the "Account" category of your RealtoSmart interface.
step 2. Choose "Dashboard" from the available options.
step 3. Click the icon located below your Profile Picture.
step 4. Select the voucher type and input the associated email address.
step 5. Click the "Submit" button to finalize the addition of the voucher.

step 1. Access the Booking section within the "Account" category of your RealtoSmart interface.
step 2. Click the icon located below your Profile Picture.
step 3. Provide all the necessary details:
  • 1. Enter your mobile no, Builder name, firm name, pincode, Office address, contact name,contact number And Contact Post.
step 4. Click "Submit" to save the booking information.

step 1.Go to the Booking section.
step 2.Select the specific booking you wish to delete.
step 3.Click on the "Delete"
to remove the booking.

step 1. Access the OutWard section within the "Account" category of your RealtoSmart interface.
step2. Click the located below your Profile Picture.
step 3. Fill in all the required details:
  • 1. Enter your mobile no, Builder name, firm name, pincode, Office address, contact name,contact number
step 4. Click "Submit" to save the outward transaction details.

step 1. Attendance :
  • 1. Employee Self-Service :
  • 1 . HR personnel possess advanced privileges, allowing them to oversee and manage the attendance system.
  • 2. HR Management:
  • 1 .HR personnel possess advanced privileges, allowing them to oversee and manage the attendance system.
  • 2 . By assigningHR personnel a primary role, they can efficiently edit and modify user attendance records, ensuring data accuracy.
step 2. Leave :
  • 1. Fill out the Leave Request Form with the required information:
    • 1 .Name: Enter your full name.
    • 2 . Team Name: Select the team you belong to.
    • 3 . Date: Current date of form submission.
    • 4 . Reporting To: Choose your immediate supervisor or manager.
    • 5 . I Wish to Apply for (Days): Specify the number of days you intend to be on leave.
    • 6 . Leave From (Date): Enter the starting date of your leave.
    • 7 . Leave To (Date): Enter the ending date of your leave.
    • 8 . Reasons for Leave: Provide a detailed explanation for your leave request.
    • 9 . Type of Leave Requested: Select the type of leave from options like medical, compassionate, unpaid, or other.
    • 10 . Select Person to Assume Responsibilities: Choose a colleague who will take over your daily responsibilities during your absence.
    • 11 . . Once all details are completed, click the "Submit" button to send your leave request.
  • 2 .Once the request is submitted, it follows these steps:
    • 1 .Colleague Review: Your chosen colleague reviews the request. If they can manage the extra responsibilities, they approve.
    • 2 . Supervisor Assessment: Your supervisor evaluates the situation to ensure smooth workflow during your absence. If they agree, the request moves forward.
    • 3 . Executive Approval: The executive manager or designated high-level authority takes charge. They consider team dynamics and workload before giving final approval.
    • 4 . Confirmation: After approval, your leave is confirmed. Your colleague is informed of their tasks. You receive a notification for granted leave, ensuring a structured and transparent process.

step 1. Click the located below your Profile Picture in RealtoSmart.
step 2. Fill in all the necessary details based on your filtering criteria:
  • Duration:
  • 1. Enter the desired time duration for the filter.
  • 2. You can select the starting date and ending date within this duration.
  • Personal Details:
  • 1. Enter your ID for reference.
  • 2. Provide your mobile number.
  • 3. Input your full name.
  • 4. Select the specific people type relevant to your search.

step 1. Go to the Staff section.
step 2. Search for the user whose details you want to view.
step 3. Click on the user's name to access their details.

step 1. 1.Access the Staff. section.
step 2. Click located below your Profile Picture.
step 3. Provide the staff details:
  • 1. Enter your user name, mobile no, full name, e-mail address, select user type, select head, department alt mobile number, select Date of birth, And address.
  • 2. you can clicking the button will allow them to mark their attendance.
  • 3. you can select user's starting and ending time.
  • 4. you can choose active and inactive status.
step 4. Enter office-related information:
  • 1. enter Your sim allocation, select joining date, job location And week of day.
step 5. Provide emergency contact information
  • 1. enter your relative name, your relation, mobile number, And select blood group
step 6.enter finacial detail.
  • 1. enter your pan number, bank number, account number, IFSC code, branch name, salary, allowance, And total pay.

step 1. Go to Staff.
step 2. Search for the user and click on their name.
step 3. Click on and Fill details.
step 4. Click on Submit.

step 1. Access the Project section.
step 2. Click located below your Profile Picture.
step 3. project information.
  • 1. enter project name, project tagline, project short name, landmark, select project location,Address, select country,state,city And pincode.
step 4. project detail.
  • 1. select project type, project sub type, project status, enter total unit, unit available for sale, And possession.
step 5. Brokerage.
  • 1. Use the (%) toggle to show information in percentage format.
  • 1. Use the (₹ ) toggle to show information in rupees format.
  • 1. Enter brokerage details.
step 6. Click "Submit" to save the new project.

step 1. Go to Project.
step 2. Search for the user whose details you want to view.
step 3. Click on the user's name to access their details.

step 1. Go to Project.
step 2. Search Project and click on Project Name.
step 3. Click on and Fill details.
step 4. Click on Submit.

step 1. Go to Project.
step 2. Search Project and click on Project Name.
step 3. If you Want to Delete the Project Then Click on Delate Otherwise Click On WindUp.

step 1. 1.Go to property
step 2. Click below of your Profile Picture
step 3. Fill All Details like Property Information,Propery Price.
step 4. Click on submit.

step 1. Click the below of your Profile Picture.
step 2. Fill Intrested Site, Unit Number, Size, etc.

step 1. Go to follow up.
step 2. Click on(the upload icon) choose your file and fill in all detail.
step 3. Click on import.

step 1. Go to follow up.
step 2. Select the Inquiry detail you went to download and click on (file download icon) below of filter.

step 1. 1.Go to BrokerList.
step 2. Click below of your Profile Picture.
step 3. Fill all Details of Broker Like Mobile number, name, Firm name,Office Address, Operational Area Rera register number And GST number.
step 4. Click on submit.

step 1. 1.Go to BrokerList.
step 2. You can search and see the details of any Broker Name you want to see.
step 3. Click on the Broker Name

step 1. 1.Go to BrokerList.
step 2. Click on the Broker Name.
step 3. Click on and Fill details.
step 4. Click on Submit.

step 1. Go to Customerlist.
step 2. You can search and see the details of any Customer Name you want to see.
step 3.Click on the Customer Name.

step 1. 1.Go to customerlist.
step 2. Search Customer and click on Customer Name.
step 3. If you Want to Delete the Customer Then Click on Delate

step 1. Go to investor list
step 2.Click below of your Profile Picture.
step 3. Personal Information.
  • 1. Fill all Details of Investor Like Full name, Mobile number, Alt mobile number, select Birth Date, e-mail Address , Select Occupation ,Select Interested Site and Property sub type.
step 4. Address information
  • 1. Fill all detail like House no. , Society, Land mark, Pincode, Select area, countery, state and city.
step 5. Click on Submit.

step 1.Go to Investorlist.
step 2.You can search and see the details of any Investor Name you want to see.
step 3.Click on the Investor Name.

step 1.Go to Investorlist.
step 2. Click on the Investor Name.
step 3. Click on and Fill details.
step 4. If you Want to Delete the Customer Then Click on Delate
step 5. Click on Submit.

step 1. Go to Investorlist.
step 2. Select Investor you went to download and click on below of your Profile Name.

step 1. Go to Inquiry Management
step 2. Select the Followup option.
step 3.Click below of your Profile Name.
step 4. Personal Inquriry.
  • 1. Fill in all detail like Mobile no, full name, Alt Mobile no. Email Address, House, Society, select area, city, Date of Birth, And Anniversary Date.
step 5. CST interest.
  • 1. Fill in all Detail like select int area, property sub type, int site, budget, purpose of buying, And Apx buying time.
step 6. inquiry Information.
  • 1. Fill in all Detail like select inquiry type, inquiry source, And Next follow-up.
step 7. Follow up.
  • 1. Insert an inquiry description.
step 8. Click on submit.

step 1. Click below your Profile Picture.
step 2. Fill in the information you want to see Inquiry like id, name, mobile no, next follow up, select inquiry status, assign to, owner to, inquiry type, int area, Property subtype, property type, int site, And also select duration date

Step 1. Go to follow up
Step 2. You can search and see the details of any Inquiry Name you want to see.
Step 3. Click on the Inquiry Name.

Step 1. Go to follow up
Step 2. Click on choose your file and fill in all detail.
Step 3. Click on import.

Step 1. Go to follow up
Step 2. Select the Inquiry detail you went to download and click on below of filter.

Step 1. Go topending follow up
Step 2. You can search and see the details of any Pending Inquiry Name you want to see.
Step 3. Click on the Inquiry Name.
Step 4. also, you want to see Inquiry status, location and payment information.
Step 5. you can see all type Pending inquiry like Negotitations, visited, Appointment, Contacted Re visited, Re appointment, Fresh And cnr.

Step 1. Go to Inquiry Management.
Step 2. Go to all inquiry
Step 3. You can search and see the details of any Pending Inquiry Name you want to see.
Step 4. Click on the Inquiry Name.
Step 5. also, you want to see Inquiry status, location and payment information.
Step 6. you can see all type Pending inquiry like Negotitations, visited, Appointment, Contacted, Re visited, Re appointment Fresh And cnr.
Step 7.In all Inquiry you can see Today's foolowup inquriy and also see panding inquiry.

Step 1. Go to Inquiry Management.
Step 2. Select Close Requests options .
Step 3. You can search and see the details of any close requests you want to see.
Step 4. Click on the Inquiry Name.

step 1. The Inquiry Report feature offers comprehensive management of various inquiry types, including user-wise, inquiry-type, and inquiry-source reports. This functionality simplifies the process of reviewing inquiries and their statuses.
step 2. By incorporating a date selection option, users can effortlessly generate reports for specific time frames, enhancing the efficiency of the inquiry management process. The Inquiry Report is a valuable tool that provides an at-a-glance overview of different inquiries, enabling users to monitor and assess the status of each.
step 3. So, the Inquiry Report makes it simple for you to keep track of all the different inquiries and see how they're doing.

step 1. A site report is like a simple guide that helps you understand how a project is beginning. It also explains all the work using a diagram.
step 2. In this Site Report, you can see things like how many people talked about the project, how many people visited, and how many inquiries were made. It's all shown in a diagram format that's easy to follow and understand.

step 1.Access the "Intigration" category of your RealtoSmart interface.
step 2. Click On located below your Profile Picture.
step 3. Select a lead option .
step 4. after you can click on logo and enter connection name.
step 5. Click on login.

Creating an account

step 1. Go to realtosmart.com and click SignUp.
step 2. Enter your name, User name, Mobile No. ,email address, password and confirm password.
step 3. Once signed up, Realtosmart offers three distinct plan options.
  • 1. Core Plan : This plan includes access for a user, project management features, standard reports and analytics, and a property limit of 600
  • 2. Advanced Plan : Choose this plan for more comprehensive features. It allows you to add a users, manage up to 4 projects, includes HR management functionality, provides access to both standard and advanced reports and analytics, and extends the property limit to 1200. Moreover, the Advanced Plan also offers lead management options for enhanced business capabilities.
  • 3 . Enterprise plan : Opt for the Enterprise plan to unlock an extensive array of features. This plan boasts the ability to add up to 40 users, provides unlimited project management capabilities, includes comprehensive HR management functionalities, and grants access to both standard and advanced reports and analytics. In addition, the Enterprise Plan offers an unrestricted property limit, enabling you to manage an unlimited number of properties.Notably, this plan goes beyond the ordinary by integrating social media options, encompassing email, SMS, and WhatsApp communication channels. Moreover, the Advanced Plan also offers lead management options for enhanced business capabilities.

User Profile

step 1. Click on your profile picture located in the top right corner of the RealtoSmart interface
step 2. From the dropdown menu, select "User Profile .
step 3. Once on the User Profile page, follow these sub-steps:
  • 1. Click on the icon located in the bottom right corner of your profile picture .
  • 2. You'll be prompted to either select an existing photo or upload a new one to update your profile picture.
step 4. To change your password, follow these steps:
  • 1. On the User Profile page, look for the "Change Password" section.
  • 2. Enter your old password in the designated field.
  • 3. Enter your new password in the designated field.
  • 4. Re-enter your new password to confirm it.

step 1. Access the SSM Setting section within the "Master" category of your RealtoSmart interface.
step 2. Within the "SSM Setting" locate and select the desired project from the available options.
step 4. Choose the appropriate user type for the selected project.
step 4. Click the "Submit" button to save your changes.
step 5. If needed, you can also delete a selected project by following the appropriate steps.

step 1. Access the Department section within the "Master" category of your RealtoSmart interface.
step 2. Once in the "Department" section, enter the full name of the department and a short department name (short form).
step 3. Click on the "Add Department" button to finalize and save the newly added department.

step 1. Access the "Inquiry management" section within the "Master" category of your RealtoSmart interface.
step 2. Within the "Inquiry Management" area, locate and select Inquiry Source Type.
step 3. Enter the name of the new Inquiry Source Type.
step 4. Click the "Add Source Type" button to save the new inquiry source type.

step 1. Access the "Inquiry management" section within the "Master" category of your RealtoSmart interface.
step 2. Within "Inquiry Management," find and select Inquiry Source Type.
step 3. Choose the appropriate Inquiry Source Type from the available options.
step 4. Enter the title and description for the inquiry source.
step 5. Click the "Add" button to save the new inquiry source.

step 1. Access the "Inquiry management" section within the "Master" category of your RealtoSmart interface.
step 2. Find and select Close reson within the "Inquiry Management" area.
step 3. Enter the details for the inquiry close reasons and description.
step 4. Click the "Inq Close Reasons" button to confirm and save the inquiry close reasons.

step 1. Access the User Admin Role section within the "Master" category of your RealtoSmart interface.
step 2. Enter your user name.
step 3. Choose your desired user role from the available options.
step 4. Click the "Add" button to finalize the user role assignment

step 1. Access the Alert Setting section within the "Master" category of your RealtoSmart interface.
step 2. Within this section, select the specific notifications you wish to send.
step 3. Choose the platforms (such as email, SMS, or app) to which you want to send these notifications.
You have select to choose the notifications you want to send and which platform to send them to.

step 1. Access the Templete section within the "Master" category of your RealtoSmart interface.
step 2. Click the icon to add a new template.
step 3. Provide a title and detailed content for the template.
step 4. If needed, attach files and specify the file type.
step 5. Click the "Submit" button to save the new template.
Using And Adding Integration Page Settings.

step 1. Go to General Setting.
step 2. Click on and choose your Company Logo.
step 3. Click on ok.

step 1. Go to General Setting.
step 2. .Enter Your Company Name,Contact Number,GST Number,Email Adress And Address.

step 1. Go to General Setting.
step 2. Set the opening time and closing time.
step 3. Toggle the "Consider Overtime" option based on your business requirements.
step 4. Update the settings for accurate operational hours.

step 1. Go To Email Setting.
step 2. add Email.
  • 1. Enter your company email address in the designated field.
step 3. Click On Update.

step 1. Go to SMS Setting.
step 2.Enter Your SMS Api
  • 1. add your SMS API key into the field.
3.Enter Your SMS Phone
  • 1. Enter the phone number you want to use for sending and receiving SMS messages.
4.Click on Update.

step 1.Go to Whatsapp Setting.
step 2.Enter your Whatsapp api key.
step 3.Click on Submit.

step 1. Go to india mart.
step 2. Enter Your Indiamart Lead Label, Api, Phone number And Select Date.
step 3. Click on Update.

step 1. Go to Website Lead Settings.
step 2. Enter your Website Lead Label And paste the Web API key you obtained into this field..
step 3. If you want to Generate the Web Api key Click on Generate Button.
step 4. Click on Submit.

step 1. Invoice(GST)
  • 1. Go to Invoice Setting
  • 2. Enter Your Incoice Prefix, Number, GST Percentage, Bank Name, Account No., IFCS code And attach your invoice signature file.
step 2. Invoice(NON GST)
  • 1. Go to Invoice Setting
  • 2. Enter Your Incoice Prefix, Number, GST Percentage, Bank Name, Account No., IFCS code, attach your invoice signature file, And HSN codes.
step 3. Automation
  • 1. Set up automated email and Whatsapp notifications for invoice-related actions.
  • 2. Click on Update.

step 1. Look for the "Login with Facebook" button or a similar option.
step 2. Click the button to initiate the login process.
step 3. add Lead lable.
  • 1. you can Select Lead Label Options.
step 3. Click on Update.

step 1. Access the Dashbord section within the "Account" category of your RealtoSmart interface.
step 2. Choose "Dashboard" from the available options.
step 3. Click the icon located below your Profile Picture.
step 4. Select the voucher type and input the associated email address.
step 5. Click the "Submit" button to finalize the addition of the voucher.

step 1. Access the Booking section within the "Account" category of your RealtoSmart interface.
step 2. Click the icon located below your Profile Picture.
step 3. Provide all the necessary details:
  • 1. Enter your mobile no, Builder name, firm name, pincode, Office address, contact name,contact number And Contact Post.
step 4. Click "Submit" to save the booking information.

step 1.Go to the Booking section.
step 2.Select the specific booking you wish to delete.
step 3.Click on the "Delete" to remove the booking.

step 1. Access the OutWard section within the "Account" category of your RealtoSmart interface.
step2. Click the located below your Profile Picture.
step 3. Fill in all the required details:
  • 1. Enter your mobile no, Builder name, firm name, pincode, Office address, contact name,contact number
step 4. Click "Submit" to save the outward transaction details.

step 1. Attendance :
  • 1. Employee Self-Service :
  • 1 . HR personnel possess advanced privileges, allowing them to oversee and manage the attendance system.
  • 2. HR Management:
  • 1 .HR personnel possess advanced privileges, allowing them to oversee and manage the attendance system.
  • 2 . By assigningHR personnel a primary role, they can efficiently edit and modify user attendance records, ensuring data accuracy.
step 2. Leave :
  • 1. Fill out the Leave Request Form with the required information:
    • 1 .Name: Enter your full name.
    • 2 . Team Name: Select the team you belong to.
    • 3 . Date: Current date of form submission.
    • 4 . Reporting To: Choose your immediate supervisor or manager.
    • 5 . I Wish to Apply for (Days): Specify the number of days you intend to be on leave.
    • 6 . Leave From (Date): Enter the starting date of your leave.
    • 7 . Leave To (Date): Enter the ending date of your leave.
    • 8 . Reasons for Leave: Provide a detailed explanation for your leave request.
    • 9 . Type of Leave Requested: Select the type of leave from options like medical, compassionate, unpaid, or other.
    • 10 . Select Person to Assume Responsibilities: Choose a colleague who will take over your daily responsibilities during your absence.
    • 11 . . Once all details are completed, click the "Submit" button to send your leave request.
  • 2 .Once the request is submitted, it follows these steps:
    • 1 .Colleague Review: Your chosen colleague reviews the request. If they can manage the extra responsibilities, they approve.
    • 2 . Supervisor Assessment: Your supervisor evaluates the situation to ensure smooth workflow during your absence. If they agree, the request moves forward.
    • 3 . Executive Approval: The executive manager or designated high-level authority takes charge. They consider team dynamics and workload before giving final approval.
    • 4 . Confirmation: After approval, your leave is confirmed. Your colleague is informed of their tasks. You receive a notification for granted leave, ensuring a structured and transparent process.

step 1. Click the located below your Profile Picture in RealtoSmart.
step 2. Fill in all the necessary details based on your filtering criteria:
  • Duration:
  • 1. Enter the desired time duration for the filter.
  • 2. You can select the starting date and ending date within this duration.
  • Personal Details:
  • 1. Enter your ID for reference.
  • 2. Provide your mobile number.
  • 3. Input your full name.
  • 4. Select the specific people type relevant to your search.

step 1. Go to the Staff section.
step 2. Search for the user whose details you want to view.
step 3. Click on the user's name to access their details.

step 1. 1.Access the Staff. section.
step 2. Click located below your Profile Picture.
step 3. Provide the staff details:
  • 1. Enter your user name, mobile no, full name, e-mail address, select user type, select head, department alt mobile number, select Date of birth, And address.
  • 2. you can clicking the button will allow them to mark their attendance.
  • 3. you can select user's starting and ending time.
  • 4. you can choose active and inactive status.
step 4. Enter office-related information:
  • 1. enter Your sim allocation, select joining date, job location And week of day.
step 5. Provide emergency contact information
  • 1. enter your relative name, your relation, mobile number, And select blood group
step 6.enter finacial detail.
  • 1. enter your pan number, bank number, account number, IFSC code, branch name, salary, allowance, And total pay.

step 1. Go to Staff.
step 2. Search for the user and click on their name.
step 3. Click on and Fill details.
step 4. Click on Submit.

step 1. Access the Project section.
step 2. Click + located below your Profile Picture.
step 3. project information.
  • 1. enter project name, project tagline, project short name, landmark, select project location,Address, select country,state,city And pincode.
step 4. project detail.
  • 1. select project type, project sub type, project status, enter total unit, unit available for sale, And possession.
step 5. Brokerage.
  • 1. Use the (%) toggle to show information in percentage format.
  • 1. Use the (₹ ) toggle to show information in rupees format.
  • 1. Enter brokerage details.
step 6. Click "Submit" to save the new project.

step 1. Go to Project.
step 2. Search for the user whose details you want to view.
step 3. Click on the user's name to access their details.

step 1. Go to Project.
step 2. Search Project and click on Project Name.
step 3. Click on and Fill details.
step 4. Click on Submit.

step 1. Go to Project.
step 2. Search Project and click on Project Name.
step 3. If you Want to Delete the Project Then Click on Delate Otherwise Click On WindUp.

step 1. 1.Go to property
step 2. Click below of your Profile Picture
step 3. Fill All Details like Property Information,Propery Price.
step 4. Click on submit.

step 1. Click the below of your Profile Picture.
step 2. Fill Intrested Site, Unit Number, Size, etc.

step 1. Go to follow up.
step 2. Click on(the upload icon) choose your file and fill in all detail.
step 3. Click on import.

step 1. Go to follow up.
step 2. Select the Inquiry detail you went to download and click on (file download icon) below of filter.

step 1. 1.Go to BrokerList.
step 2. Click below of your Profile Picture.
step 3. Fill all Details of Broker Like Mobile number, name, Firm name,Office Address, Operational Area Rera register number And GST number.
step 4. Click on submit.

step 1. 1.Go to BrokerList.
step 2. You can search and see the details of any Broker Name you want to see.
step 3. Click on the Broker Name

step 1. 1.Go to BrokerList.
step 2. Click on the Broker Name.
step 3. Click on and Fill details.
step 4. Click on Submit.

step 1. Go to Customerlist.
step 2. You can search and see the details of any Customer Name you want to see.
step 3.Click on the Customer Name.

step 1. 1.Go to customerlist.
step 2. Search Customer and click on Customer Name.
step 3. If you Want to Delete the Customer Then Click on Delate

step 1. Go to investor list
step 2.Click below of your Profile Picture.
step 3. Personal Information.
  • 1. Fill all Details of Investor Like Full name, Mobile number, Alt mobile number, select Birth Date, e-mail Address , Select Occupation ,Select Interested Site and Property sub type.
step 4. Address information
  • 1. Fill all detail like House no. , Society, Land mark, Pincode, Select area, countery, state and city.
step 5. Click on Submit.

step 1.Go to Investorlist.
step 2.You can search and see the details of any Investor Name you want to see.
step 3.Click on the Investor Name.

step 1.Go to Investorlist.
step 2. Click on the Investor Name.
step 3. Click on and Fill details.
step 4. If you Want to Delete the Customer Then Click on Delate
step 5. Click on Submit.

step 1. Go to Investorlist.
step 2. Select Investor you went to download and click on below of your Profile Name.

step 1. Go to Inquiry Management
step 2. Select the Followup option.
step 3.Click below of your Profile Name.
step 4. Personal Inquriry.
  • 1. Fill in all detail like Mobile no, full name, Alt Mobile no. Email Address, House, Society, select area, city, Date of Birth, And Anniversary Date.
step 5. CST interest.
  • 1. Fill in all Detail like select int area, property sub type, int site, budget, purpose of buying, And Apx buying time.
step 6. inquiry Information.
  • 1. Fill in all Detail like select inquiry type, inquiry source, And Next follow-up.
step 7. Follow up.
  • 1. Insert an inquiry description.
step 8. Click on submit.

step 1. Click below your Profile Picture.
step 2. Fill in the information you want to see Inquiry like id, name, mobile no, next follow up, select inquiry status, assign to, owner to, inquiry type, int area, Property subtype, property type, int site, And also select duration date

Step 1. Go to follow up
Step 2. You can search and see the details of any Inquiry Name you want to see.
Step 3. Click on the Inquiry Name.

Step 1. Go to follow up
Step 2. Click on choose your file and fill in all detail.
Step 3. Click on import.

Step 1. Go to follow up
Step 2. Select the Inquiry detail you went to download and click on below of filter.

Step 1. Go topending follow up
Step 2. You can search and see the details of any Pending Inquiry Name you want to see.
Step 3. Click on the Inquiry Name.
Step 4. also, you want to see Inquiry status, location and payment information.
Step 5. you can see all type Pending inquiry like Negotitations, visited, Appointment, Contacted Re visited, Re appointment, Fresh And cnr.

Step 1. Go to Inquiry Management.
Step 2. Go to all inquiry
Step 3. You can search and see the details of any Pending Inquiry Name you want to see.
Step 4. Click on the Inquiry Name.
Step 5. also, you want to see Inquiry status, location and payment information.
Step 6. you can see all type Pending inquiry like Negotitations, visited, Appointment, Contacted, Re visited, Re appointment Fresh And cnr.
Step 7.In all Inquiry you can see Today's foolowup inquriy and also see panding inquiry.

Step 1. Go to Inquiry Management.
Step 2. Select Close Requests options .
Step 3. You can search and see the details of any close requests you want to see.
Step 4. Click on the Inquiry Name.

step 1. The Inquiry Report feature offers comprehensive management of various inquiry types, including user-wise, inquiry-type, and inquiry-source reports. This functionality simplifies the process of reviewing inquiries and their statuses.
step 2. By incorporating a date selection option, users can effortlessly generate reports for specific time frames, enhancing the efficiency of the inquiry management process. The Inquiry Report is a valuable tool that provides an at-a-glance overview of different inquiries, enabling users to monitor and assess the status of each.
step 3. So, the Inquiry Report makes it simple for you to keep track of all the different inquiries and see how they're doing.

step 1. A site report is like a simple guide that helps you understand how a project is beginning. It also explains all the work using a diagram.
step 2. In this Site Report, you can see things like how many people talked about the project, how many people visited, and how many inquiries were made. It's all shown in a diagram format that's easy to follow and understand.

step 1.Access the "Intigration" category of your RealtoSmart interface.
step 2. Click On located below your Profile Picture.
step 3. Select a lead option .
step 4. after you can click on logo and enter connection name.
step 5. Click on login.