Glossary

Real estate CRM glossary

Short definitions for terms you will see on Antoc pages and in demos. Written for brokers and sales heads—not for developers.

Sales and CRM terms

A person who enquired—portal, Meta, walk-in, or referral—before they are a booked site visit or a closed deal.

The stages a lead moves through, such as contacted, visit done, negotiation, and closed.

Giving a lead to a specific agent or desk, manually or by rules such as round-robin.

Where the enquiry came from. Keep it on the record so you know which portal or ad actually converts.

Official Meta Business messaging. Required for approved templates, automation, and many bulk use cases.

History of who called whom and for how long. On Android Antoc can log calls; iOS does not allow reading the phone call log.

Call the lead from the CRM list or card without copying the number into the phone app.

Building, project, and inventory management, plus WhatsApp, channel partners, and pre-sale reminders before booking.

Booking → buyer → payment plan → demands → payments → ledger → reminders, plus collection and documents.

An assigned owner for overdue demands who follows up from CRM instead of a recovery spreadsheet.

The preferred address of a page. Each indexable Antoc page has one canonical so Google does not treat copies as duplicates.

We will walk through your portals, team structure, and how you follow up on WhatsApp today.