Modules
Sales and clients
Everything between the first phone call and a signed contract.
Client CRM
Client records with history, notes and a pipeline. Sellers, buyers, landlords and tenants kept apart, because each of them needs a different conversation.
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Leads from ads
Upload the file from Meta Ads or add a contact by hand. The system spots duplicates, assigns an owner and keeps track of the stage.
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AI on call
A voice assistant answers the calls the agent missed. It speaks Polish, asks about the need and contact details, and turns the call into a lead in the CRM.
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Buyer requirements
Save a buyer's criteria and the system keeps showing which listings in the agency fit, including the ones added tomorrow.
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Day plan and activities
Tasks, calendar and reminders in one place, with three AI-picked priorities from your own data at the top.
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Deal board
Columns are stages, cards are clients or listings. Drag a card and the stage changes instantly, together with automated tasks.
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Automations
A rule is a sentence: when this happens, do that. Stage, price, new lead or a client without contact create tasks, notifications, assignments or emails.
See the moduleListings and marketing
Your listings in one place and everywhere the client sees them.
Property database
Listings visible to the team, with photos and status. The agent working a buyer sees what a colleague has on the selling side.
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Valuation from notarial deeds
A valuation built on the public Polish price register: prices from notarial deeds within up to 3.5 km, adjusted for floor, condition and building. A PDF report for the owner meeting in a minute.
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Listing presentation
Built from the listing already in the system: photos, description, key figures and your logo.
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Agency website
Eight templates to choose from. Listings, team and guide articles come from the system, and enquiries come back into the CRM.
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Energy certificates
The energy performance certificate order form fills in from the listing. Add building photos, pick a deadline, and a licensed assessor gets everything at once.
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Client calculators
Mortgage instalment, full purchase costs and rental yield. Carrying your logo, ready to send as a PDF from the car.
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Renovation calculator
An estimate from area and room count: scope, finish standard, VAT, contingency and duration. A PDF for the buyer in a minute.
See the moduleSettlements and documents
Commissions, invoices and the paperwork nobody wants to retype.
Commissions and deals
A deal record with five stages and its documents. The monthly target updates on every close, with no spreadsheet to reconcile on a Sunday.
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Invoices and tax
Raise an invoice from a deal you already have in the database, and see what is left of it after tax.
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Costs and results
Commissions, agent payouts and office costs in one view. Recurring bills add themselves and the accountant pack downloads in one click.
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Contracts and handover reports
Reservation agreement, handover report, annex and cooperation offer. Generated as real PDFs, not printed from a browser.
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Lease and agency contracts
The contract with all annexes, the tax office notice, the notice to vacate and a deposit receipt. Data comes from the client and listing records and the software checks statutory limits.
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GDPR consents
For each client you know what they agreed to, when and how. Withdrawals stay in the history.
See the moduleTeam and results
What the team does, what it delivers and who can see what.
Goals and pipeline
A funnel from first call to completed sale, calculated backwards. The agent knows how many conversations today's plan requires to deliver the year.
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Owner dashboard
Ranking, the team's strong and weak areas, commissions per agent, a drill-down into any individual. The monthly report arrives on its own.
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Owner reports
Revenue, funnel, deal sources and team results, all calculated from the agents' daily work rather than from separate reporting.
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AI Coach
13 scenarios from real agency life, 9 client personalities, conversation by voice, scoring and written feedback.
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Technique library
Thirty-six negotiation, persuasion and objection techniques with Polish real estate examples, ten step-by-step call scripts and the structure of a good conversation. Practise any technique with the AI client in one click.
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Roles and permissions
Eight job titles with ready-made access sets, plus the option to grant or withdraw a single module for one person.
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Team chat
Channels, direct messages and groups. Attach a client or listing card to a message, and the conversation stays when an agent leaves.
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Leave and cover
Absences with dates and a cover person. The cover sees the absent agent's clients and automated tasks go to them.
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