Company
Settings
Company profile, role permissions, notification rules and the integrations waiting to be switched on.
Company profile
Shown on invoices and contracts
Signed in as
Managing Director · Vantage Realty Group
AO
Adebayo Ogundimu
adebayo@estateos.ng
- Two-factor authentication
- Weekly executive digest
Audit logging active
Every record change is attributed to a user and timestamped.
Notifications
What the team gets alerted about
New lead assigned
Viewing scheduled
Payment received
Invoice overdue
Follow-up due
New property added
Roles & permissions
Control which modules each role can reach
8 roles| 11 modules
| Module | Access for Super Admin | Effect |
|---|---|---|
| Dashboard | Create, edit, delete and export | |
| CRM | Create, edit, delete and export | |
| Properties | Create, edit, delete and export | |
| Sales & Deals | Create, edit, delete and export | |
| Viewings | Create, edit, delete and export | |
| Finance | Create, edit, delete and export | |
| Marketing | Create, edit, delete and export | |
| Documents | Create, edit, delete and export | |
| Team & HR | Create, edit, delete and export | |
| Reports | Create, edit, delete and export | |
| Settings | Create, edit, delete and export |
Integrations
Ready to connect as the rollout continues
WhatsApp Business
Client messaging from the CRM
Email & SMS delivery
Broadcasts and transactional alerts
Payment gateway
Collect deposits and rent online
Accounting sync
Push invoices to your ledger
E-signatures
Sign contracts without printing
Cloud document storage
Mirror the vault to your drive