Qvoo | Real estate CRM
Qvoo | Real estate CRM
Qvoo | Real estate CRM
Module • Customers

Customer Profiles That Remember Every Deal for You

Qvoo’s Customers module turns every closed lead into a rich, searchable customer record – with deal value, purchased property, timeline, follow-ups, and notes in one place, so your team always knows who bought what and when.

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Stop digging through old WhatsApp chats and Excel files to recall past deals – Qvoo keeps every customer’s journey organised, searchable, and ready in seconds.

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Built Around Your Closed Deals & Repeat Buyers

The Customers module is designed for how Indian real-estate teams actually work – closing deals from WhatsApp, calls, and site visits, then needing one clean place to see every buyer’s full story.

  • See all converted buyers in one organised, card-based view.
  • Open any customer to see their full deal journey and notes.
  • Jump to the property they purchased in a single click.

What You Can Do in the Customers Module

From one screen, your team can track every customer, what they bought, how much they spent, and how the deal moved from lead to closure – without digging through old sheets or chats.

  • Customer cards with instant context – see name, deal amount, deal date, assigned team member, and purchased property at a glance.
  • Powerful search & sorting – quickly find customers by name, phone, property, deal value, or “customer since” date.
  • Full journey timeline – view the complete path from lead creation to deal closure, including stages, follow-ups, and internal notes.
  • Linked property view – open the exact property they bought with details like images, specs, pricing, and location in one click.
  • Preferences & repeat business – store budgets, areas of interest, tags, and notes so your team knows what to pitch next when the customer comes back.
Why brokers love Qvoo Customers

Why Qvoo’s Customers Module Becomes Your Relationship Source of Truth

In most real-estate teams, deal information is scattered across WhatsApp chats, calls, and Excel. Qvoo’s Customers module pulls everything together – every closed lead turns into a rich, living customer profile with deal history, properties bought, and notes in one place.

  • No more “who closed this deal?” confusion. Each customer profile clearly shows the assigned team member, deal value, deal date, and which property was purchased.
  • Complete lead-to-customer journey. See how the relationship started, which stages the lead passed through, what follow-ups were done, and how the deal finally closed.
  • Perfect for repeat & referral business. With budgets, preferred areas, and tags neatly stored, your team instantly knows what to pitch when the same customer comes back with a new requirement.
  • Context that stays even if people change. Notes, history, and timelines stay inside Qvoo – so if an agent leaves, the relationship doesn’t walk out of the door with them.
  • Deep link to properties & invoices. Jump from a customer profile directly to the property they bought or the invoice that was raised, without hunting through separate tools.
  • Clean view for management. Founders and sales heads get a clear picture of who their best customers are, which projects they’re buying, and where repeat revenue is coming from.

In short, Qvoo’s Customers module turns every closed lead into a long-term asset – a structured record your team can use for service, upsell, and referrals.

Relationship intelligence

One click to see who the customer is, what they bought, how much they spent, and how the deal was nurtured from lead to closure.

Repeat-ready data

Budgets, areas of interest, configurations, and notes are all saved – so your team can quickly find the right customers for new launches or resale opportunities.

Team continuity

Any team member can open a customer profile and instantly continue the conversation with full context, even if the original agent is unavailable.

From the blog

Smart and simple, just like closing your next deal.

Tips, trends, and strategies for real estate professionals — from generating high-quality leads to managing clients and closing sales faster.

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What brokers say about Qvoo

★★★★★

“Since implementing Qvoo.io, our lead conversion rate has increased by 40%. The automatic lead capture from portals and instant WhatsApp follow-up is a game-changer. My team is more organized and efficient than ever before.”

R. Sharma
Director, Apex Realty
★★★★★

“As a property manager, I was struggling to keep track of tenant inquiries and owner communications. Qvoo.io brought everything into one place. I can manage my rental leads and maintenance tasks in the same system, which has allowed me to take on 5 new properties.”

Priya K.
Founder, Urban Nest Properties
★★★★★

“Qvoo.io saves me at least 10 hours a week. The task management and calendar keep me on track, and the mobile app lets me update client information on the go. It’s the perfect CRM for an independent broker.”

Ankit Desai
Independent Real Estate Broker
★★★★★

“The pre-sales workflows and automated follow-ups mean my team never misses a touchpoint. We closed two premium listings in a week after switching to Qvoo.”

S. Kapoor
Partner, Crestline Realtors
★★★★★

“From channel partner coordination to post-sales tracking, it’s all in one place. The team dashboards give me visibility I never had before.”

Meera T.
Broker Owner, Skyline Estates
★★★★★

“WhatsApp templates and instant responses doubled our meeting bookings. Qvoo practically runs our outreach while we focus on site visits.”

V. Kumar
Team Lead, Prime Realty
★★★★★

“Role-based access and audit trails keep our data secure. The dedicated project manager made onboarding smooth for a 25-agent team.”

H. Farooq
Sales Director, Meridian Homes

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CUSTOMERS MODULE

Customers Module – Frequently Asked Questions

Answers to common questions about managing closed deals and customer relationships inside Qvoo Real Estate CRM.
What exactly does the Qvoo Customers module do?

The Customers module converts every closed lead into a structured customer profile. It shows who the customer is, what they bought, deal value, dates, assigned team member, and linked properties and invoices – all in one place, so you never lose context after a deal is done.

How does a lead become a customer in Qvoo?

When a deal is marked as closed in your pipeline, Qvoo automatically creates a customer record with the full journey, including lead details, deal stage history, and purchased property. You can also manually add or update customer information if needed.

What kind of information is stored in a customer profile?

Each profile includes basic contact details, deal value and commission, deal dates, properties purchased, number of deals done, follow-up history, notes, tags, preferences (budget, location, configuration), and a timeline from first lead to final closure.

Can I see the full lead-to-customer journey for a client?

Yes. The Customers module shows a clear journey view – from lead creation, follow-ups, and stage changes to property match and final closing. This helps your team understand how the sale was nurtured and what worked for that customer.

How do search and sorting work in the Customers module?

You can instantly find customers using the search bar and use sorting options to arrange them by newest, oldest, alphabetical order, deal amount, or “customer since” date. This makes it easy to keep track of high-value or long-term customers.

Can we use the Customers module to target repeat or referral business?

Absolutely. Since Qvoo stores budgets, preferred areas, configuration interests, and notes, your team can quickly filter and identify the right past buyers for new launches, upgrades, or referral campaigns – with full relationship history available.

Who in my team can view or edit customer records?

Access is controlled by role-based permissions. Admins can define who can create, update, or delete customer records, and who has view-only access. Sensitive details like deal value, commission, and internal notes can be restricted to specific roles.

Can I link customers with properties and invoices inside Qvoo?

Yes. Customer profiles are directly linked to the properties they’ve purchased and the invoices raised for those deals. From one screen, your team can jump to property details or invoice records without switching between multiple tools.