Getting started
Dashboard tour
What each page in PropDrop does, and what the overview shows you.
The dashboard has a sidebar (on phones: a bottom bar with Home, Chats, CRM, Listings and Projects, plus More for the rest). Everyone only sees the pages their role allows.
Pages
| Page | What's in it | Who sees it |
|---|---|---|
| Overview | Your numbers, charts, and what needs you today | Everyone |
| AI agent | The agent's persona, qualification fields, instructions, performance and test chat | Owner, manager |
| Conversations | Every customer message from every channel | Owner, manager |
| CRM | Pipeline, contacts, viewings and tasks | Everyone (sales agents see qualified leads only) |
| Listings & Projects | The catalog the agent recommends from | Owner, manager |
| Services & FAQs | Extra knowledge the agent answers from | Owner, manager |
| Public page | Your company's page for customers | Owner, manager |
| Deals | Deals, commissions, payments and expenses | Owner, manager |
| Team | Members and invites | Owner, manager |
| Settings | Company profile, hours, channels, plan, notifications, install the app | Everyone (sales agents: notifications and app only) |
In the top bar you'll find the Notifications bell (qualified lead, chat that needs you, viewing request, viewing reminder), the language switch and My account.
Overview for owners and managers
Pick a Period: Today, Last 7 days or Last 30 days.
- Numbers: New leads, Qualified leads, Viewings this week, Deals won, Commission collected (if your plan includes deals), and AI conversations: how much of this month's quota you've used. That card opens Plan & billing.
- Charts: Conversations (handled by AI vs. handed to your team), Channels, Pipeline by stage and Requests by property type.
- Lists: Conversations that need you, Upcoming viewings, Hot leads and Tasks due today & overdue.
- Shortcuts: Open inbox, Open CRM, Test agent, Listings.
Overview for sales agents
Sales agents see their own work: My qualified leads, Hot leads, Viewings this week and Qualified leads, then lists of their leads, upcoming viewings, tasks and Recently qualified leads.
Everything is zero?
That's normal before you start. Begin with Your first hour with PropDrop.