Feature
Manage Projects and Their Enquiries in One CRM
Each project is a record with its own details, team and lead list, so an enquiry is never separated from the project it is about.
How It Works
Project Lead Management in AliveCRM
The Record
A Project Is Its Own Record
Give each project a name, location, client or builder, category and status, and assign the members who work on it. Everything about that project lives in one place instead of a folder and a chat thread.
- Location, client and category per project
- Assigned members and status
- Active and inactive projects kept separate
Rahul Sharma
Example Technologies
Routing
Enquiries Land on the Right Project
Embed a form on a project page or landing page and it routes straight to that project. The lead carries the project from capture, so whoever follows up already knows which one the buyer is asking about.
- A form per project or landing page
- Project shown on the lead and the pipeline card
- Statuses that fit a longer project sales cycle
Rahul Sharma
Example Technologies
Reporting
See Demand and Progress per Project
The project report breaks every project down by lead count and status, so you can tell which projects are drawing interest and which are converting, and give the busy ones more attention.
- Leads and status per project
- Compare enquiry volume across projects
- Spot a project that needs more sales effort
Rahul Sharma
Example Technologies
The Detail
Why Projects Need Their Own Lead View
A project sale is not a product sale. It runs for weeks or months, involves several people, and the enquiries that come in are tied to a specific development, site or engagement. Tracking those enquiries in a flat lead list loses the one piece of context that matters most: which project.
What breaks without project structure
When a property enquiry comes in for "the new tower" and the CRM only records a name and a phone number, the sales team has to reconstruct which development, which unit type, which price band. Marketing cannot tell which project campaign is working. And a report of "total leads this month" tells you nothing actionable.
How AliveCRM keeps the project attached
The project is set at capture and stays on the lead through every status change and follow-up. Each project has its own team, so leads route to people who know that development. The project report groups everything automatically.
Who works this way
Real estate and property developers, construction firms, agencies running client engagements, event and fit-out companies, anyone whose leads are organised around individual pieces of work rather than a repeating catalog.
In Practice
What You Get
Projects with location and client
Forms and leads routed to a project
A team per project
Leads and status per project
Keep Every Enquiry With Its Project
From the first site enquiry to a booked visit, in one CRM.
FAQ
Frequently Asked Questions
Anything your leads are organised around that is not a repeatable catalog item: a property development, a construction site, a client engagement, an event build. It has its own details, its own team and its own enquiries.
Yes. Assign members to a project so leads for that project route to people who know it, and reassign as the team changes.
Products are catalog items you sell repeatedly with a SKU and price. Projects are individual, longer-running pieces of work with a location and a client. Real estate teams use projects; a supplier uses products.