Step-by-step guides and answers to the most common questions about setting up and using Arthaleads CRM.
Follow these five steps to go from sign-up to your first managed lead in under 15 minutes.
Request your workspace at arthaleads.com/signup. New workspaces are approved by our team; once yours is approved you can sign in and finish a short setup.
Go to Team settings and invite your telecallers, managers, and admins. Each member gets their own login with role-based access.
In Integrations, connect Facebook Leads, or install the Arthaleads WordPress plugin to capture website form submissions automatically.
Upload a CSV or paste a lead list directly into a project. The system detects duplicates and normalises phone numbers automatically.
Assign leads to agents, track call outcomes, set follow-up reminders, and watch your pipeline move through stages toward a closed deal.
Quick answers to the questions we hear most often from real estate teams getting started.
Go to Integrations → Facebook Leads in your Arthaleads dashboard. Connect your Facebook Ad account, select your lead form, and Arthaleads will pull every new submission automatically in real time.
Install the Arthaleads WordPress plugin from the WordPress plugin directory (search 'Arthaleads'). In the plugin settings, enter your Arthaleads API token - found in your Settings → Integrations page. The plugin supports MetForm, Contact Form 7, WPForms, Elementor Forms, Gravity Forms, Ninja Forms, Forminator, and Fluent Forms.
Yes. Each team member gets their own login under your organisation. Go to Settings → Team to add members and assign roles: Admin, Manager, or Agent. Each role has its own permission level.
From the Leads page, open any lead card and use the Assign field to select a team member. You can also bulk-assign leads by selecting multiple rows and using the Assign action. Assigned agents receive an instant push notification.
If you have the Arthaleads WordPress plugin installed, the lead is captured instantly via a secure webhook. It appears in your CRM in seconds, is assigned based on your settings, and the relevant agent is notified immediately.
Yes. Move a lead to the 'Site Visit' stage in your pipeline when a visit is scheduled or done. Inside a project, set the lead's outcome to 'Site Visit Booked' and then 'Site Visit Done'. Your pipeline and analytics reflect both.
Go to the Follow-Ups section from the sidebar. Schedule a follow-up for any lead by setting a date and time. Arthaleads will send you a reminder notification when the follow-up is due. Managers can see all overdue follow-ups across the team.
Yes. You can install Arthaleads on a phone two ways. On Android there is a native app (see the Download page). On any phone you can also open app.arthaleads.com in Chrome or Safari, sign in, and choose 'Add to Home Screen' to install the web app. Both give you push notifications; features that use the camera, location or calling need those permissions allowed on your phone.
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contact@arthaleads.com