Lead and client lifecycle
Capture inquiries, qualify prospects, assign ownership, record contact history and maintain the client record.
Live client deployment · PUXORA 360
Property sales operations
One clear journey from inquiry to ownership.
Folio-x gives property teams one dependable place to manage leads, buyer stages, payment evidence, documents, onboarding and project updates—with role-aware access and a record of material changes.
Folio-xRepresentative data
Buyer stageOffer sent
Evidence3 items
Next actionSignature
01Inquiry qualifiedOwner and contact recorded
02Payment verifiedFinance evidence attached
03Document sentAwaiting buyer signature
04Project updateClient-safe review pending
What connects
Move every buyer forward with proof.
The verified deployment supports the sales journey across teams. Public availability, service levels and broader commercial terms remain scoped conversations.
Evidence-based pipeline
Advance stages from recorded reservation, payment, receipt, document, allocation and onboarding evidence.
Payments and documents
Coordinate finance-controlled installment verification and purpose-limited document or signing workflows.
Buyer onboarding
Gather permitted profile information through a scoped, expiring onboarding capability after allocation.
Unit-report review
Check completeness, preview client-safe wording and send approved project updates to the resolved owner.
Sales training
Protected modules, deterministic quizzes and progress tracking are implemented; published curriculum remains deployment-dependent.
Primary workflow
From first inquiry to an informed owner.
Different teams work in the same buyer journey without sharing more authority than their role requires.
01 · Sales
Capture and qualify
Record the inquiry, owner, source and contact evidence before qualification.
02 · Sales + manager
Progress the journey
Move through ordered stages when the required business facts are present.
03 · Finance
Verify payment
Maintain the plan and confirm installments with the required receipt and date evidence.
04 · Site + reviewer
Prepare the update
Review completeness and client-safe wording before an approved project update is sent.
Interactive product proof
Follow four scenes inside Folio-x.
This self-contained illustration uses fictional people, properties, identifiers, dates and amounts. It is not connected to a live system.
Verified controls
Authority and evidence stay visible.
The product evidence supports these technical controls without extending them into unsupported certification, privacy or service-level claims.
Server-side role checks
Sales, manager, finance, site, training and audit authority are separated on protected operations.
Scoped public capabilities
Supported prefill and signing paths use expiring capabilities instead of raw record identifiers.
Protected audit trail
Material actions record actor, time, reason and redacted state, with database protection against update or deletion.
Honest integration status
WhatsApp and Meta/n8n are not presented as live; email and Connect delivery remain deployment-dependent.
Folio-x
See whether the workflow fits your property team.
A live client deployment is verified. General commercial availability, onboarding and support are confirmed during scope—not assumed on this page.