Real estate leads tracked through to contract
Requests from site and ads land in a funnel, viewings schedule without overlaps, and contracts stay in one place.
What usually gets in the way
Every inquiry from first contact to contract
Collect from forms, Meta, WordPress, and API, dedupe by phone and email, work a funnel with statuses, alerts, and owners.
- Funnel with your statuses
- Alerts when a lead sits too long
- Full history per lead
See which ads bring clients
First and last source kept until form submit, so you see cost per lead and ROAS by campaign.
- First and last source
- Cost per lead and ROAS by campaign
| Campaign | Source | Spent | Leads | Revenue | ROAS |
|---|---|---|---|---|---|
| Spring 2026 | Meta | $4,200 | 62 | $18,900 | 4.5x |
| Search brand | $2,800 | 41 | $15,400 | 5.5x | |
| Retargeting | Meta | $900 | 19 | $6,100 | 6.8x |
| Winter sale | Meta | $1,500 | 12 | $2,300 | 1.5x |
Agent viewings in the calendar
Schedule viewings by agent and property without overlaps; clients get email confirmation.
- Viewings by agent
- Email confirmation
Contracts and commissions together
Contracts with value, period, and expiry alerts; documents from templates. Invoices from the same place.
- Alerts before expiry
- Documents from templates
- Invoices linked to client
| Contract | Party | Remaining | Status |
|---|---|---|---|
| Office lease | Imobil Plus SRL | 14 days | Expiring soon |
| Equipment maintenance | TechCare SRL | 2 months | 30-day notice |
| Supplies contract | MedSupply SRL | 8 months | Active |
| Collaboration agreement | Dr. Ionescu | 11 months | Active |
What people ask us
Does it connect to our website?
Yes. WordPress plugin and custom form mapping.
Can we track properties?
Properties can live in a catalog or custom module depending on how you work. We decide on a call.
CRM only to start?
Yes. CRM can stand alone; add modules later.
We also work with
Online booking only
Online booking: calendar, public booking page, reminders, and reviews for anyone who serves clients by the hour.
Clinics and practices
Software for clinics and practices: chair and room booking, reminders, reviews, documents, and consumable stock in one place. Learn more.
Marketing agencies
CRM for marketing agencies: leads from forms and Meta, UTM attribution, ROAS by campaign, and projects with margin, in one place.
Workshops and service shops
Software for repair shops: quotes and estimates, work orders, parts stock, and invoicing, starting from how your shop actually works.
Need a site too?
Booking, contact, and hiring forms wired straight to CRM and ERP, on a fast site designed around your brand.
Let’s see how it looks for your company
We have a call, learn how you work, and set up a free 7-day demo environment.