One client record
One answer on the screen, and everyone has it. Nobody rings the one person who knows.
T. Fernando
BriefShortlistPurchaseNotesPortal
Overwhelmedtooptimised
Over 50 operators have moved their business onto it. The generic CRM, the spreadsheets and the five subscriptions come out. Client, property, purchase, dates and compliance land on one record, so you see the whole business at once and calls that used to wait a week get made today.
Nine of the two dozen or so things it does, picked because they are the ones that change your week. Hours off it, cost out of the business, mistakes that quietly stop happening. Have a hover, they all do something.
One answer on the screen, and everyone has it. Nobody rings the one person who knows.
Ten minutes an email becomes one, and every off market lands in a pool that is still there next month.
Show a client why, not just which. The reasoning sits on the property instead of in somebody's head.
Found before you drive out, not after you offer. Zoning, flood and easements land on the record.
Twenty minutes a week a file becomes a glance. Every live purchase on one timeline the team can see.
The chasing stops being somebody’s job. Set the rule once and it runs whether you remember or not.
Forty five minutes of updates becomes ten. Clients watch it move instead of ringing to ask.
Price and hire off numbers, not a feeling. Conversion, time in stage and what a brief really costs.
Thirty minutes a purchase, and the trail builds itself. Signed and verified against the client.
Buyers agents, selling agents, developers, advisory and project firms. Anywhere the work is a run of purchases with dates, documents and people to chase, the same engine fits.
Every one of these is a job somebody in your office is carrying right now. Usually the same person. Usually after hours.
No property, no purchase, no settlement. Which is why the rest of the process ended up living everywhere else.
Agreements generated off the client record and signed inside the platform.
Same dates, same job, on a timeline the whole team can see. One person stops being the only one who knows.
Properties land on the brief once and stay there, with the reasoning attached.
Clients see their own shortlist, progress and dates in a portal branded to you.
Tranche 2 captured buyers agents from 1 July. It gets solved either way, so it may as well be solved on the record.
Drag it across to your numbers. The dollars are only there so you have something to argue with. The hours are the real thing, because that is somebody’s Thursday night back.
On your numbers that is 21 hours a month back in the business. Before you count the subscriptions you stop paying for.
We are not CRM people. We are the ones who had to use one. You get the platform, and you get us in the business with you, because what we are in it for is the moment a business stops running on panic.
A real answer the same day, from a person. A setting gets changed that day, a build gets a yes or no and a date. If we stuff something up you will hear it from us first.
Forty five minutes on where your team is still losing hours. We turn up with the things we have already spotted in your account.
No upgrade tier, no paying twice for the thing you asked for. You get the platform as it grows, because you growing is the point.
A small team is not a rounding error around here. A good chunk of what is in the platform today started as somebody's Tuesday afternoon frustration.
We would rather lose the sale than put you on something that does not fit how you work. If that is where the call lands, we will say so.
Start with a discovery call. Forty five minutes on video where you do most of the talking, about how the business runs now, where it is costing you and what a fix would need to look like. And if we are not the right fit, we will say so and let you get on with your day.
Ninety seconds. It means the call starts on your business instead of our introductions.
The call is about your business, not our software. This bit just means we turn up knowing who we are talking to.
Rough is fine, nobody is marking it. We are just working out what your week actually looks like.
What kind of business is it
People who would be on the platform
Transactions a year
What you work on, pick any
Right now you are
No judgement here. Half the industry runs on tape and a good memory.
The system the business lives in
Where due diligence comes from
Be honest, this is the bit the whole call gets built around.
Pick the ones that sting
If the timing is wrong we would rather hear it now than sell you something.
Locked into a contract right now
Realistically you could start
Forty five minutes where you do most of the talking. How the business runs now, what it is costing you, and whether we can actually help. If we cannot, we will say so.
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