How it works
From portal enquiry to closed deal
Five steps, and the first one takes a few minutes — or is already done, if you have an agent account on a portal.
- 1
Create a free account, or log in
New here? Create a free account with your first and last name, email, a password and the country you work in, then click the link in the verification email. The account is also your agent account on that country’s portal, one of the 34 markets on the network. Already have an agent account? Log in with it — it is the same login.
- 2
Your enquiries are already there
The CRM reads the same database your listings live in, so enquiries never have to be copied out of an inbox or a spreadsheet. Bring them onto the board and each becomes a lead and a contact, attached to the property that produced it.
- 3
Give each one a date
A call, a viewing, a meeting, a follow-up — with a due date and, if you want it, a reminder before that. This is the step that decides whether a lead is worked or forgotten, so it is deliberately the fastest thing to do.
- 4
Move it through the pipeline
Leads move across a Kanban board from new, through showing and negotiating, to closed or lost. Anything stalled is visible because everything around it has moved — and a lead nobody has touched for a while tells you so itself.
- 5
Work the board, not the inbox
What is due today and what is overdue are on the follow-ups screen; where every lead stands is on the board; and how each listing is performing is on its own analytics page, day by day rather than as a lifetime total.
What it costs to start
Nothing. The core CRM — the inbox, the board, contacts, the calendar, follow-ups, notifications and your listing figures — comes with a free account, with no card and no trial that expires. The paid plans add the parts that reach outside the CRM.