Overview

Demo data · The Brown Group properties · Oct 2026 · Mockup simulation

1 · Where records come from

Every inquiry enters through one controlled door, whatever the channel. The sample data in this mockup is fake and hard-coded; this simulator shows what happens to a real one.

    2 · How it works?

    Each record type is its own table in the CRM database. They are linked by IDs, never copied, so one person keeps one history.
    Leadconverts toContact1 to manyDealseach reservesUnit
    Contact1 to manyLeasesandWork orders
    Every recordhasActivities(calls, tasks, notes, files)
    Live counts here:
    Actual hosting and storage details depend on your TBG CRM plan. Confirm with your provider. Money balances stay in your accounting system.

    Leads: unqualified inquiries waiting for action

    Convert checks for a matching phone number, links or creates the Contact, then opens a Deal on an available unit in the pipeline.

    Contacts (one record per person)

    Buyer deals by stage – press Advance to simulate the automation rules

    Reservation checks unit availability; reaching Won marks the unit Sold. Two deals cannot claim the same unit.

    Maintenance work orders

    Rent collection and arrears

    Leases expiring soon

    Balances are coordinated in TBG CRM; reconcile final figures with your accounting system.