CRM for Developers
Contact management,
quoting, and sales automation
all in one CRM platform.
By following the steps below, you’ll reach your customers faster and more effectively. Every little detail—from your company name to your first customer review—matters.
Top Features
CRM for Real Estate Developers:
Don’t waste time searching for information—all your events are in one place. The to-do list is a clear table that syncs with your calendar, presenting your tasks in a straightforward way.
- Synced with the calendar
- Advanced Filtration
- Clear table
Manage your investment schedule with precision and convenience. With the intuitive calendar, you can easily plan tasks, meetings, and key project milestones.
- All events in one view
- Add tasks with a single click
- Highlighting key terms.
Manage apartment and building data quickly and efficiently. Import and export features allow you to easily transfer information between the app and other systems, streamlining your work and eliminating the need for manual data entry.
- Import CSV and XLSX Data
- Export data to CSV, XLSX
- Sending venue cards to customers via email,
- Export to classifieds websites (Otodom, Rynek Pierwotny)
CRM enables efficient management of the customer database, customer history, and communication, which streamlines the sales and customer service processes. The customer list includes assigned account managers and options for importing and exporting data (CSV/XLSX).
- Client List
- Client Edition
- Communication Management
- Automatic Attachments
Comprehensive investment management—from planning to sale.
CRM for developers provides full control over every project—from adding buildings and apartments to managing parking spaces and storage units. All data is organized in one place, which makes it easier to monitor and make decisions.
- Adding Developments and Apartments – Easily create and edit developments by specifying all key parameters.
- Apartment Presentations and Documentation – Each apartment may include a complete set of information and visual materials.
- Detailed descriptions and specifications—square footage, floor plan, price, and other relevant information.
Email Personalization – Full Control Over Communication
The system allows you to create and customize email templates sent to users. With its advanced editing features, you have full control over the appearance and content of your messages.
- Theme Customization
- Creating Email Templates
- Duplicating Templates
Employee Management – Simplicity and Efficiency.
The system allows for easy management of employee data, including the creation and editing of user accounts. This system simplifies the employee management process, ensuring security and ease in assigning permissions.
- List of brokers
- Communication Management
- Contract Details
Sources of Reach – Monitoring the Effectiveness of Promotional Channels
Traffic sources make it possible to track where customers learned about the developer’s offer. This feature allows you to accurately assess the effectiveness of various marketing channels and better plan future promotional activities.
- Analysis of the Effectiveness of Individual Marketing Channels
- Optimizing promotional strategies based on data
- Better alignment of activities with customers’ needs and preferences
Automation – Improving Process Efficiency.
The automation system allows you to assign specific actions to events that occur in the CRM, enabling automatic responses to user and customer actions, such as form submissions. As a result, processes become more efficient and less time-consuming.
- Automatic Triggering of Actions Based on Events
- Managing and Assigning Actions to Different Types of Events
- Flexibility in setting conditions and the order of actions
Automatic posting and updating of listings on external websites
Our API allows you to quickly integrate the system with external tools and provides convenient access to information about apartments, storage units, and parking spaces. Thanks to intuitive filters, you can easily search for the data you need.
- Complete information about properties – The API allows you to retrieve detailed data about properties/developments, including photos, descriptions, and PDF files.
- Integration with other systems – Connect to job listing sites, or automatically send emails with new job postings.
The system has allowed us to streamline our investment management and communication
with clients. Thanks to automation, we save time, and the clear structure makes work easier for everyone, from sales to administration.
The modern solutions implemented in the system have significantly improved our work efficiency. Processes are now streamlined,
and quick access to information about investments and clients makes decision-making easier.
On the go, with full
functionality
- We will define the target audience (customer personas).
- We’ll select the communication channels and language.
We look forward to hearing about your questions, needs, and goals. We provide free quotes with no obligation
Frequently
Asked
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