Excelia CRMFrom the first lead to the keys, in one system
Excelia CRM brings leads, inventory, reservations, contracts, collections and commissions together, so everyone on your team knows what to do today, and you always know where sales stand.
Every step of the sale, in its place
Built around how real-estate companies actually work: projects, units, payment plans, approvals, installments and cheques.
Every lead arrives, and none gets lost
Leads come in automatically from Facebook and Instagram forms, your website and WhatsApp, and are shared out across the team by your rules.
- Duplicate check by phone, and a pool for leads not yet assigned
- Stages and steps named your way, and clear lost reasons
- Follow-up reminders before they're due; overdue ones stand out
The Today page, on the phone
Agents open their phone to find new leads, follow-ups and tasks in order, and call or WhatsApp a client in one tap.
- Installed from the browser, no app store needed
- Instant notifications for new leads, follow-ups and approvals
- Log a call and the next follow-up in seconds
From an available unit to a signed contract
Projects, buildings and units with their live status, the Installments Generator, holds and EOIs, then reservation and contract, with the approval steps you set.
- Several buyers on one deal, with ownership shares
- Contracts from your own templates, and the signed copy uploaded
- Price changes, unit swaps, rescheduling and cancellations, with approvals
Collections and commissions under control
Installments due and overdue, payments and receipts, cheques and their status, and commissions from eligible to paid.
- Record payments and allocate them to installments
- Track cheques and relink them after rescheduling
- Agent and broker commissions, and developer claims
Flexible approvals
Approval steps per request type, and delegation during holidays.
Reports and dashboard
Sales, marketing, collections and the sales funnel, with Excel export.
Teams and targets
Team leaders, monthly targets, and roles with the rights your company chooses.
Integrations and API
Meta, ExceliaBOT, API keys and webhooks to connect your systems.
Your clients' data, kept safe
Security and data protection are built in from the start, not added later.
Two-factor sign-in
A code from an authenticator app, which can be required for chosen roles.
Fine-grained access
Each person sees their own, their team's or all records by role, and ID numbers are hidden from those who don't need them.
Sealed audit log
Every change is recorded with who and when, and sealed daily so it can't be quietly altered.
Data-protection tools
Consent, do-not-contact, exporting or erasing a person's data, and retention periods, in line with Egypt's data protection law.
Automatic backups
Encrypted, continuous backups of the database and files.
Encrypted documents
Contracts and private documents are stored encrypted and opened through short-lived links.
Getting started
Three steps and your company is up and running.
Request an account
Fill in a short form about your company and confirm your e-mail.
We set you up
Our team contacts you and activates your company's account; then you invite your team and import your data from Excel.
Start selling
The setup guide inside the CRM walks you through projects, units, approvals and lead sources.
Frequently asked questions
Is it available in Arabic?
Yes. Every screen, message and notification is in Arabic and English, and each person chooses their language.
Does it work on phones?
Yes. It installs from the browser on Android, iPhone and computers, with screens made for agents and instant notifications.
Our data is in Excel. Can we move it?
Yes. You can import leads, clients, units and existing contracts with their installments, payments and cheques, with a preview before saving and an undo within 7 days.
Does it connect to Facebook and WhatsApp?
Yes. Facebook and Instagram lead forms arrive automatically, WhatsApp through ExceliaBOT, and your website forms through the API.
How much does it cost?
Request an account and our team will contact you to understand your company's needs and number of users, and set up the right account for you.
Ready to organise your sales?
Request an account for your company today; we'll help you set up and move your data.
Request an account