Know where every prospect stands

The stages move by themselves

You add the prospect on the property, or they arrive through an enquiry from the website widget. "Send invitation" gives them the link to the online exposé. Once they confirm the cancellation notice, the waiver and the brokerage agreement and open the exposé, they move along the pipeline without you dragging a card.

• Stages: Interested, Invited, In compliance, Exposé viewed, Converted, Lost
• Each step is stored with time, IP address and browser
• You pick the source per prospect, such as portal, referral or phone

Follow up before it goes cold

If a prospect viewed the exposé and has not been in touch, Immo Manager shows you "follow-up due" after three days and "follow-up overdue" after seven. Anyone who never opens the link gets up to three e-mail reminders and is then marked stale.

• The prompt links straight to the contact
• Reminders to the prospect after 2, 5 and 10 days
• Close or drop a prospect by dragging the card to "Converted" or "Lost"

Search profiles: which property suits whom

For each contact you record what they are looking for – offer type, city, price range, minimum rooms and minimum floor area. "Show matching properties" lists your properties by fit, including single units in apartment buildings.

From rental prospect to tenant

When a rental prospect says yes, you convert them into a tenancy – as main or additional tenant, and if you like, straight into a new lease. Contact details and history stay on the same record.