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SHE Technologies’ Ladder CRM is a comprehensive customer relationship management solution designed to assist companies in managing customer contacts, capturing leads, and turning prospects into enduring partnerships. Ladder CRM, which was created for real estate, sales teams, service providers, and customer-focused companies, provides the means to monitor each phase of the customer journey, from the initial inquiry to the last conversion and beyond. SHE Ladder CRM is web-based and accessible from multiple devices, including laptops, iPads, Androids, and Apple phones.
How CRM Works
LadderCRM Features
CRM Dashboard
The CRM dashboard is divided into eight key sections, each displaying a specific type of data to help manage leads, followups, and project performance effectively. The first section is the Stats Cards at the top of the dashboard, which automatically display four numbers — Total Leads, Active Leads, Leads Closure, and New Leads — along with a Low, Medium, and High priority breakdown for each. These numbers are not entered manually; they are automatically counted from the leads table based on the status and priority fields assigned to each lead record.
All Leads Graph
The second section is the All Leads Graph, a pie chart that visually breaks down all leads by their current status — New, Active, Done, and Closed — with the total count shown in the center. This chart is also auto-generated from the leads table and requires no separate data upload. The only requirement is that every lead record must have a status field correctly assigned.
Monthly Leads and Followups
The third section is Monthly Leads and Followups Stats, in which you see a bar chart displaying the number of leads and followups that have been created monthly (January-December). Leads are indicated by the red bars, followups by the green bars. This chart will automatically be calculated based on the grouping of lead records and followup records grouped by created date; thus, every lead and followup will have to be correctly uploaded to the system with a created date if using this chart.
Projects View Leads
The fourth section is the Projects View Leads, a horizontal bar chart that shows how many leads belong to each project such as CRM, SAMS, SK Developer, or Unknown. This is also auto-generated from the leads table by grouping records on the project name field. Every lead must have a project name assigned; if no project is assigned, it will appear under the Unknown category.
Followups Progress
The fifth section is the Followups Progress, a multi-line chart that tracks followup activity over time. It has three colored lines — green for Low priority, yellow for Medium priority, and red for High priority. This chart is generated from the followups table, which is a separate table from leads. Each followup record must include a date, a priority level, and a Lead ID that links it back to the corresponding lead in the leads table.
Calendar
The sixth section is the Calendar, which displays a full monthly view showing scheduled events, meetings, and appointments on their respective dates. Each calendar event is stored in a separate calendar events table and must include an event title, the date of the event, an optional time, and an optional Lead ID to link the event to a specific lead. Users can switch the calendar view between Month, Week, and Day mode.
Lead Score chart
The seventh section is the Lead Score chart, which displays a triangle-shaped graph for each lead showing two scores on a scale of 0 to 100 — the User Score shown as a solid red triangle and the Manager Score shown as a dashed blue triangle. This data is stored in a separate lead scores table. Each record must include the Lead ID it belongs to, the user score, the manager score, and the month for which the score applies, since the chart can be filtered by month using the dropdown at the top right.
Pending Followups Table
The eighth and final section is the Pending Followups Table at the bottom of the dashboard, which lists all upcoming or incomplete followups in a paginated data table. Each row in this table displays the next followup date and time, the project name, the owner or team member responsible, the client phone number, the client name, the city, the current lead stage such as New Lead or Site Visit, the priority status shown as a color-coded badge, and an optional to-do note. This table supports sorting on every column and can show 5, 10, or 25 entries per page.
Lead Management
Client Name, Mobile Number, and Details
Comprehensive client profiles with contact information and interaction history for personalized engagement.
Interested in plots/shops/houses.
To streamline targeting and conversion methods, categorize leads by property interest.
Level of Interest: Low, Medium, or High
Smart lead scoring system that prioritizes prospects based on interaction and purchase intent.
Lead number for each unique project.
To ensure orderly tracking and reporting, each project has a unique lead number.
Setting the next meeting/call time.
Built-in scheduling allows you to arrange follow-ups, meetings and calls without missing out.
Staff Targets
Assign Target: Set specific, quantifiable performance targets for each employee to ensure accountability and results.
View Target: A centralized dashboard allows you to monitor individual and team targets in real time.
  Target Analysis: Use data to analyze performance trends, gaps, and achievements.
Staff Targets Staff Daily Log File
Structured daily activity reporting, tied to specific staff targets, ensures accountability and performance visibility.
Staff Daily Log File Facebook Integration
Facebook leads are automatically synced into staff daily logs, allowing for smooth follow-up and accurate activity tracking.
SMS Integration
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SMS communication is integrated directly into Ladder CRM for rapid lead follow-ups, reminders, and engagement.
Auto Call Recorded
Automatically captures and stores all customer calls in SHE Technologies’ LADDER CRM for precise tracking, compliance, and performance analysis.
Mobile Application
A robust mobile CRM app that allows you to handle leads, receive updates, and coordinate with your team from anywhere.
Campaign cost analysis
Real-time campaign performance tracking gives you complete access to your marketing spending.
Budget Allocation: Budgets can be defined and assigned precisely across campaigns and channels.
Budget Consumption: Monitor real-time budget consumption to avoid overpaying and increase advertising efficiency.
Budget Variance Analysis: Automated variance reports comparing planned and actual spending for financial transparency.
Facebook Integration
Campaign: Â Create and manage Facebook ad campaigns with easy tracking and performance reporting.
Lead direct to Ladder CRM:Â Automatically gather Facebook leads and route them to Ladder CRM for immediate follow-up.