Dorsera CRM — Sales & Process Tracking

Every step of the sale,
one single flow.

Requests come in, get assigned to a consultant, follow-ups are tracked, and outcomes are reported. In the language of real estate, construction, insurance, and service sectors.

CRM — request pool

this week · 132 conversations

Lead Management

20%

New Leads

12%

Assigned

32%

In Follow-up

22%

Converted to Sale

Name	Status	Consultant	Last Action	Date
Ahmet Yılmaz	Hot	Elif Demir	Meeting note added	Today, 14:30
Ayşe Kaya	Waiting	Murat Çelik	Email sent	Yesterday, 11:00
Mehmet Öz	New	Unassigned	Form submitted	Today, 09:15
Zeynep Arslan	Offer	Ali Vural	Offer presented	2 days ago

Weekly Sales Funnel

Lead

Meeting

Offer

Sale

This is what a scattered process looks like:

✗

Requests lost in spreadsheets

Everyone has their own file; no one sees the whole picture.

✗

Customers forgotten in message threads

A message arrives, gets read, and disappears. Three days later, no one remembers.

✗

No one knows who’s tracking what

The same customer gets called by two people; the one who’s actually waiting gets called by no one.

In use in the field

with Dorsera CRM

Six steps, one flow.

No step gets skipped; if one is, it shows.

Request

Incoming requests from every channel land in the pool.

Assign

Routed to the right consultant by rule.

Follow-up

Reminders make forgetting impossible.

Meeting

Notes and decisions are logged.

Outcome

Won, postponed, or closed.

Report

A summary is ready every evening, on its own.

A modular engine: it speaks whatever language your sector does.

REAL ESTATE MODULE

From portfolio to sale

Buyer requests are matched to the portfolio and assigned to a consultant; viewings and negotiation steps move forward in one file.

Portfolio matching Viewing calendar Consultant commission Listing channels

Glossary mapping

Request → Buyer record

Assignment → Consultant

Outcome → Sale / Lease

Core features.

Not all features are in every plan; compare them .

Request pool

Requests from every channel in one list, owned and timestamped.

Assignment rules

By region, expertise, or rotation; you decide.

Meeting calendar

Appointments, calls, and viewings in one calendar.

Reminders

Alerts that don’t go quiet until pending work finds its owner.

Reports

Summaries by person, team, and source; ready every evening.

Permission levels

Everyone sees only what they need to see.

Every channel,
the same pool.

No matter where it comes from, a request lands in the same place and is never ownerless. It’s the customer that’s tracked, not the channel.

Calls

Text message

Web forms

Runs on its own

Work keeps moving,
even while you sleep.

You define your rules once; Dorsera handles the rest. No complicated setup required.

NEW REQUEST ARRIVES OVERNIGHT → Assigned to the next consultant at 9:00 AM

3 DAYS WITH NO CONTACT → A summary alert goes to the manager

MEETING COMPLETED → A thank-you message goes to the customer

POLICY EXPIRES IN 30 DAYS → A renewal task opens automatically

Frequently asked.

Will my team actually adopt it? We’ve failed with CRMs before.

That’s the sentence we hear most. Dorsera is set up in your sector’s language, training takes half a day, and we’re with you through weekly check-ins in the first month. Building the habit is our job.

What happens to our old records?

Your spreadsheets and existing records are moved over by our migration team. No customer history gets left behind.

What team sizes is it suited for?

From a two-person office to multi-branch organizations. Plans are split by team size; you can compare them on the pricing page.

Which channels does it work with?

WhatsApp, calls, text messages, email, and the forms on your site. They all land in the same request pool.

Let’s bring your sales
into the flow.

Request a Demo →