messages.faq

General questions

Our CRM is a specialized software for real estate agents that efficiently manages owners, properties, leads and teams. It optimizes the sales process, facilitates collaboration and saves valuable time.

The CRM is designed for real estate agents, agencies and teams who want to improve and optimize their processes around owners, properties and leads

Functions

• Owner management: Record and manage all owner contacts in one central location.
• Property management: Create properties, upload images and create exposés (PDF and online).
• Leads management: Create and manage leads linked to properties and owners.
• Document management: Generate, save and manage documents such as contracts and exposés directly in the system.
• Appointment scheduling: Organize viewings, meetings and other appointments.
• Post-its: Record important notes and reminders quickly and easily.
• Campaigns: Create and manage marketing campaigns, with individual links and analyze click numbers in real time.
• Statistics & Analytics: Visualize important data about your team, properties, leads and owners in attractive graphs and charts.

The CRM seamlessly links leads, properties and owners so you can track relationships and activities centrally.

Packages and team features

• Free package: Basic features for individual users. Team members are not allowed and restricted limits apply.
• Paid packages: Provide additional features, allow team members and increase limits for properties, leads, owners and documents.

The team admin has the following rights and insights:
• Team management: Add or remove team members and transfer the admin role.
• Package management: Upgrade or downgrade the subscription.
• Performance Overview: See how many properties, leads and owners each team member is managing.
• Status Reports: See how many properties are in Draft, Active, Inactive, Negotiated or Completed status.

Yes, each plan has different limits on:
• Number of team members.
• Number of properties, leads and owners.
• Document storage capacity.
The free plan has the strictest limitations and does not allow team members.

Payments and subscriptions

Payment is processed via Stripe. You can conveniently pay by credit card.

Yes, you can upgrade or downgrade at any time. Changes take effect immediately.

Yes, you can cancel your paid plan or switch to the free plan at any time. Billing is monthly, so you only pay for the current month.

Yes, the free package is available permanently. It is not only suitable for testing, but can also be used permanently by small real estate agencies. If necessary, you can switch to a paid package at any time.

Technology and security

Yes, we guarantee the highest level of security through encryption, GDPR compliance and regular backups.

Yes, our CRM is fully mobile-enabled, so you have access to your data anytime, anywhere.