Model the trade rather than work around it
A property carries its address, size, price, mandate, owner and viewing history. A buyer carries their criteria. Two objects — and that is what makes automatic matching possible.
Industry · Real estate
A property is not a contact, and a mandate is not an opportunity
Generic CRMs force real estate into "contact" and "company". Properties become notes, mandates become checkboxes, and matching happens from memory.
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What changes
Built for your profession, not adapted after the fact
Inbound leads stop sleeping in a mailbox
Website form, phone call, portal enquiry: everything creates or enriches the same record and triggers the follow-up. First response time is the industry's first conversion factor.
After the viewing, follow-up exists
A workflow follows up with the buyer, asks for feedback and notifies the agent. Tracking no longer depends on who remembered to note what.
Use cases
Scenarios from this industry
Real estate
Estate agency
3 branches, 240 mandates, and a six-hour first response time.
Discover Real estateProperty management
90 buildings, 5,400 units, and 220 calls a day across three managers.
Discover HealthcareCare home group
6 homes, 480 residents, and a reception desk on the phone all day.
DiscoverGo further
What serves you most here
Custom objects
Your business applications, with no development: properties, case files, contracts, with segments and automations.
DiscoverDynamic segments
Living lists that follow your data in real time.
DiscoverBooking page
Your availability bookable online, in your colors, on your domain.
DiscoverAppointment reminders
Email, SMS and a notification on the Wallet card — no-shows melt away.
DiscoverWeb forms
Forms on your site that feed directly into the CRM.
DiscoverWeb pages
Publish campaign and service pages from your CRM, with no developer.
DiscoverFAQ
Frequently asked questions
Can we pull leads from listing portals?
Yes, by inbound email or through the API depending on the portal. Each lead creates or enriches the buyer record and triggers the follow-up.
Do you handle lettings management and accounting?
No. We cover the relationship, the marketing and the follow-up; management and accounting stay in your specialist software.
Are properties and mandates modelled?
Yes, as custom objects: reference, mandate, price, viewings, offers, and the link to the contact and the opportunity. The CRM takes the shape of the business instead of forcing it into generic fields.
How do we answer a portal lead faster?
The lead creates the opportunity, assigns it round-robin to an available agent and fires the acknowledgement. Past the delay you set, the follow-up goes out — and the voice agent can book the viewing.
Can several branches coexist?
Yes: each branch has its own portfolio and statistics, the group keeps the consolidated view. Separation is set through permissions, without duplicating the database.
Another question? Write to us — a human will answer.
Before you decide
Try the whole suite, for free
The Discovery plan is not a crippled demo: all eight hubs are open, two users, a thousand contacts, a hundred credits on us. No card and no end date. Model your first file and judge for yourself.
Create a free accountNo card, no automated sales chasing, and no feature that closes after fourteen days.
Comparisons
Coming from somewhere else? The migration is gentle
Contacts, companies, opportunities, tasks, segments and email templates come across from Brevo, HubSpot or an export. Keep your old tool as long as you need: nothing forces a big-bang switch, and nothing is deleted on your side.
Compare with your current toolReady to bring all your tools together?
Create your free account in two minutes: CRM, telephony, marketing, appointments and customer service — all in one place, with AI built in.
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