The problem
The villa file is in the CRM, on WhatsApp, in a binder and in someone's head. Finding a contact's history or the status of a sale takes minutes, sometimes days.
Situations we have met with our clients and prospects, in sales as well as in property management.
- Dozens of WhatsApp groups where replies get lost and urgent matters wait their turn.
- The same information entered twice, in the spreadsheet, in emails and in the software, with discrepancies every time.
- Everything rests on one person: when they are away or leave, the history leaves with them. The goal becomes relying on a process, not on a person.
What you get
- One single tool built around your real processes: contacts, properties, listings, documents, sales pipeline.
- Every file's progress visible to the whole team, from first call to completion.
- Views by role: owner, agent, assistant: everyone sees what concerns them.
How it works
Modelling your agency
We describe what you really work with (contacts, properties, listings, deals, documents) and the stages of your sales or rentals, in your own words.
Bringing in what exists
Your spreadsheets, exports and lists are brought into the system, cleaned and de-duplicated. Nothing starts from scratch.
Views by role
Owner or team leader, agent, assistant: everyone gets their own screen, with what concerns them and nothing more.
Going live
Your team is trained on its real files, and the system is fine-tuned during the first weeks of use.
The result: Anyone on the team finds any file in 10 seconds. Even when someone is on leave.
Who it is for
Frequently asked questions
Is it a CRM?
Yes, in the sense that your contacts, listings and deals live in it. But it is built around your own stages, not a generic template you have to fill in.
What happens to our current data?
It is brought into the system, cleaned and de-duplicated. You stay in control, and the system belongs to you.
What about the app our agency gives us?
If it does its job well, we keep it and connect the central system to it. We only replace what really gets in the way.