Visitor log

Serve your end customer in real time directly in the sales room, manage and quantify your referrals from the first contact.

Buyer profile

Capture all the information you think is convenient and store it directly in your corporate database.

Quotations

Generate, and print as many quotes as you require according to the needs of your customer, resume or consult previous quotes, all from the same place.

Follow-up

Keep the status and tracking record of your prospects up to date.

BD of prospectuses

Resume closed prospects for any reason, assign a new advisor and generate new business opportunities.

CRM*

Schedule appointments, reminders, meetings, to-dos, and link them directly to a particular business or customer.

Reports

Commercial report, effectiveness of means, effectiveness of visits, list of visitors, origin of visitors, list of prospectuses, statistics, sales room, etc.

Business closures

Get back to a current quote, pre-sale, verify, approve, and generate the documents needed to close the business, all in one place.

Sales vs Discounts

Control the maximum value of discount allowed by advisor, Know the effect of financial and commercial discounts that are granted.

Full control

Control business closure through approvals, automatically control inventory, manage different price lists by assigning checks, all without leaving your office and on the same platform.

Business changes

Generate real estate changes, assignments, renegotiations and withdrawals, without losing the details and generating historical for future analysis.

Manage your Returns

Receive used properties in part of payment, agree the date of receipt and start your sale process within the same platform.

Reports

List of pre-sales, general list of sales, detail of customers, detail of sales, sales with reforms or additional, sales vs discounts, etc.

Templates

Design paperwork templates according to your current and future needs with the ability to manage multiple templates; Data links automatically from other modules, avoiding re-fingering and possible errors.

Personalization

Customization of the template of paperwork per property , for both new and used properties.

Follow-up

Follow the steps of each property, write notes and special observations for each process and for each property , generating invaluable historical data.

Multitasking

Apply follow-ups and schedule start-ups or completion of paperwork, schedule reminders and pending tasks to multiple properties at the same time.

Report generator

Design your own reports, all according to your corporate requirements.

Reports

Clients in each process, executive summary of processing, paperwork per property and all those that you design through the report generator.

Statement of accounts

Check online statements, verify the application of subscriptions, interest collection and other charges, send account statements to your end customer via email.

Interest and Discounts

Create your own interest and discount policies, indicating number of days, minimum value and rates.

Legalization of Used

Receive used and apply the payment when you consider it in accordance with the existing legalization processes within your company.

charging interest

Allow the platform to automatically calculate and apply default interest at the time of recording payments taking into account the implied default or assign them yourself according to the specific case.

Reports

Monthly payment flow, consolidated monthly flow, agreed instalments summary, current and matured portfolio consolidated, current and matured portfolio detailed, credited payments made, clients with balance in favor, etc.

Mailing

Generate communications to your current customers, using HTML or text-only formats.

PQR

Allow your end customers to ask questions, place complaints or claims through your website.

Progress of Work

Keep your end customer up to date with photos and videos of the work advances.

Online payment

Allow your end customer to pay the agreed fee or extra passes directly from your website, via PSE or other payment gateway providers.

Data update

Allow your customer to update data directly from your website.

Document delivery

Allow your end customer to print extracts, statements and other documents.

Reports

General purpose statistic, document generation statistic, work progress visualization statistic, PQRs statistic.

Follow-up

Register and track your end customer’s requirements from claim initiation to completion of repair.

Administration

Record your customers' requests, schedule technical visits and sort out possible repairs.

Cost

Distribute the costs of repairs according to your discretion.

Responsible

Assign responsibility for the required repairs and follow up accordingly.

Reports

List of after sales in process, List of attended after sales, List of detailed repairs, summary of repairs by supplier, Etc.