Boyoti
Overview1 min read·Updated Nov 2, 2026

The leads pipeline

Stages, sources, assignment and the kanban/list views.

Leads & viewings (CRM) feature

Available from the Basic plan (OMR 39.00). Sign in to your agency to see whether your plan includes it.

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Requires permission agency.leads.view
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Leads are enquiries that may become tenants or buyers. They arrive from your website forms and listing pages automatically, from WhatsApp conversations, or you add them by hand (walk-ins, phone calls, portals).

The leads kanban with stage columns
The leads kanban with stage columns

Stages

New → Contacted → Qualified → Viewing → Negotiation → Won / Lost. Drag cards between columns or change the stage on the lead. Stage names can be renamed in Settings → CRM.

Assignment

Leads can be auto-assigned round-robin to agents, or assigned manually. Agents with only leads.view see their own leads; leads.view_all shows everyone's.

Requirements

Record what the lead is looking for (rent/buy, type, budget, bedrooms, areas). Boyoti suggests matching vacant units on the lead page so you can propose them with one tap.

Set a next follow-up date on every lead. Overdue follow-ups appear on your home dashboard and in the daily digest.

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