CRM guide

Getting started

The CRM lives inside your account, once you sign in. To get going:

1. Pick your professional mode (real estate, architecture, farming…). It tailors the pipeline stages and the fields on every deal to your line of work.
2. Picking a mode automatically creates a pipeline with stages built for you.
3. You can now create your first deal from Pipeline → New deal.

Pipeline

Your deal funnel, as a kanban board or a list.

• Drag a card between columns to change its stage.
• Click a card to open its detail, its history and edit it.
• Quick buttons on every card: won, lost, PDF report and delete.
• Filter by status (open/won/lost) and, if you work as a team, by assignee.

Creating and editing deals

Hit New deal (or click a card → Edit). In the form you can:

• Set the title, value, stage, expected close date and notes.
• Link a contact and a parcel (by cadastral reference).
• Fill in the fields specific to your sector (asking price, area, commission…).
• If your workspace has a team, assign the deal to a colleague.

Deal history

Open a deal and you will see its history: automatic events (creation, stage changes) and a box to add notes, calls, meetings or emails. Everything is logged with a date.

Contacts

Store owners, buyers and surveyors with their role, email and phone. Every contact can be linked to parcels and deals, and their page shows all of their deals.

Calendar

Create events and site visits, linked to a deal or not. The expected close dates of your deals show up as markers too.

Sharing with your team

If you work at a company, you can share the whole CRM with your team:

1. Go to Team and create your team.
2. Invite a colleague by email.
3. Once they accept, they share your workspace: deals, contacts, parcels, calendar… you all see and work on the same thing.

Exports and reports

Generate a PDF report for a parcel straight from the deal card, and export your parcels to KML/GPX to open them in Google Earth or your GPS.