From scattered leads to a pipeline management can read in 10 seconds.
Idealista, Fotocasa, the web, social, WhatsApp… you have leads arriving everywhere. The problem isn't acquisition: it's what happens to each of those leads in the first 24 hours. We set up the CRM, automatic assignment, follow-up and reporting so nothing drops.
The real cost of a lead not responded to on time.
Leads arriving at night and responded to 18 hours later.
Agents without traceability: it's not clear who handled which lead with what result.
No executive visibility of the pipeline in real time.
No data to know which portal / campaign / area generates closed deals.
The complete system, not loose pieces
Unified lead capture
Idealista, Fotocasa, your web, forms, WhatsApp, social — all in the same panel.
Automatic assignment
Each lead goes to the right agent by area, property type or workload.
Response SLA
Alerts when a lead has gone longer than agreed without a response.
Card per opportunity
History, notes, visits, proposals, valuations and documentation in a single thread.
Follow-up reminders
Nobody forgets to call back. The system pushes follow-ups that fall behind.
Pipeline visible to management
How many leads enter, how many visits, how many offers, and at which stage the flow drops.
Cases where we fit well
Real estate agency with 3–5 agents where leads are answered late and no trace remains.
Office paying for portals and ads with no ability to attribute deals to channels.
Management with no real-time pipeline visibility, just an end-of-month Excel.
Team working with WhatsApp + Excel + scattered notes and needing order.
Process
01
Review lead system
We audit your real flow: channels, times, assignment and traceability. Without installing anything.
02
Real estate CRM design
CRM adapted to your reality: areas, agents, commissions, property types. Not a generic CRM.
03
Rollout + reporting
Data migration, team training and executive panel with the metrics that matter.
Shall we review your lead system?
A short diagnosis to understand where leads come in, how long the response takes and what drops. Then you decide if you want to move forward.