Industry package
A CRM that speaks in properties, viewings and contracts
Agencies lose deals in the gap between an enquiry and a viewing. This package turns that gap into a tracked pipeline, with every property, owner and document attached to the deal it belongs to.
A complete real-estate agency workspace: clients, property inquiries, listings, a transaction-file workflow, agent/commission reporting and dashboards.
What gets in the way
Enquiries arrive faster than they can be matched
A caller wants three bedrooms in a specific district at a specific budget. Without structured requirement fields that request lives in a notebook, and the matching property nobody remembered goes to another agency.
Paperwork decides whether a sale closes
Deeds, ownership documents, lease agreements and identity papers each have their own approval state. When they live in a chat thread, nobody can answer which file is still missing on which deal.
Agent performance is invisible until month end
Who converted viewings into offers, which listings stalled, and which enquiry sources actually produced revenue are all answerable from the same data - but only once it is captured in consistent fields.
How the package handles it
- Requirement and listing details become structured fields on the buyer, the enquiry and the property, so matching is a filter rather than a memory exercise.
- A property case keeps the deal, its documents and their approval states in one record, so the missing paper is visible before the closing date, not on it.
- The pipeline mirrors how a deal really moves - from enquiry through viewing and negotiation to deposit and paperwork - so a stalled stage is obvious on the board.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Real Estate Pipeline
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Real Estate Transaction
- National ID
- Property deed
- Ownership document
- Lease agreement
- Sale contract
- Agency agreement
- Payment receipt
- Inspection report
- Mortgage document
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is a real-estate agency. Contacts are clients (buyers, sellers, landlords, tenants); leads are property inquiries; products are property listings; deals are property deals; operational cases are property transaction files.
Start with Real Estate configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.