More than a CRM

Marketing · Marketing management

How many leads the plan needs — the system works it out

Instead of juggling spreadsheets, the marketer works out lead requirements from the sales funnel, builds the budget and plans ad campaigns in one place.

1. Lead requirements — from the sales plan and your funnel conversion rates
2. Budget by channel — what the plan costs and where to invest
3. Campaign calendar — every launch on one timeline
4. Sources to contract — leads, qualified leads and contracts for each channel

Sales · CRM

A CRM for real estate sales, already set up

Pipelines, stages, fields and cards come set up for selling real estate. And the CRM can be tailored to your specifics and business needs down to the last detail.

1. Ready-made processes — real estate sales pipelines and stages from day one
2. Leads, deals, contacts — with full history and boards by stage
3. Next step — tasks, reminders and response deadlines
4. Your process — pipelines, fields, cards and access in the admin settings

Sales · Communications

Every call and every message in the client card

Client conversations no longer get lost in managers' personal phones and messengers. We connect your telephony and messengers.

1. Telephony — calls with recordings right in the card
2. Messengers — Telegram, Viber, WhatsApp in the card and in a shared inbox
3. One feed — calls, chats, tasks and changes in one place
4. Reply from the card — the manager messages the client without leaving the system

Sales · Calculator & sales sheet

Instalment plan and commercial offer in a minute

replaces: Excel calculatorOffers in PowerPoint

The manager works out the terms together with the client and sends a finished offer straight away.

1. Payment options — instalments, discounts, down payment
2. Payment schedule — calculated automatically
3. PDF sales sheet — floor plan, terms and schedule in your style
4. Templates — content and layout set by the administrator

After-sales · Contracts & documents

From deal to contract without retyping

replaces: contracts in Word

Client, unit and calculation data fill in the template, and the contract is ready in minutes.

1. Document generator — contracts and annexes from your templates
2. Contract register — statuses, parties, documents
3. Approvals — discounts and non-standard terms follow an approval route

After-sales · Payments & receivables

Every payment on its contract, every debt in plain sight

replaces: payment and debtor spreadsheets

After-sales and finance see who has to pay, how much and when, and who is already overdue.

1. Payment schedules and invoices — for every contract
2. Bank statement — uploaded and matched to contracts
3. Debtors — amounts and days overdue for each client

After-sales · Buyer portal

Buyers see their schedule, payments and documents themselves

A personal portal under your brand: fewer “how much do I owe and when” calls, and more trust in the developer.

1. Schedule and invoices — the next payment and its amount on the first screen
2. Payment history — what has been received and when
3. Documents — the contract and annexes always at hand
4. Requests — questions to after-sales without calls or emails

Management · Sales planning

A sales plan you can check against every day

replaces: Excel sales plans

The plan by building and unit type lives in the system and is compared with actuals every day.

1. Plan by building and type — pace, area, price, revenue
2. Cash inflow — from payment schedules
3. Plan vs actual — deviations are visible at once

Management · Pricing & inventory

Prices keep up with demand

Prices change by rules and data, not once a quarter at a meeting.

1. “Condition → action” rules — e.g. 70% of one-bedroom units sold: price +3%
2. Maxify — dynamic pricing by M4U
3. Inventory analytics — what sells and what sits

Management · Analytics & reports

Where the plan stands and where the problem is, every day

replaces: BI for reports

Reports build themselves from live data, with no analyst and no manual consolidation.

1. Contracts — plan, actual and reserve
2. Funnel — conversion rates and loss reasons
3. Managers and sources — who and what brings results
4. Daily dashboard — and export to Excel

Management · Incentives

Managers see their incentives every day

replaces: bonus sheets in Excel

Finance no longer calculates bonuses in Excel: the system does it by your rules.

1. Rules — based on contracts, payments and plan achievement
2. Calculation — for each manager and department
3. Transparency — how much has been earned and how far it is to the next level