01
Distinguish interest from negotiation
Stages distinguish enquiries, viewings and more advanced deals. Review the pipeline using a shared sales definition.
AT A GLANCE
A sales process that fits your business
A real estate CRM helps organise sales work involving buyers, tenants and interested contacts. The process needs to distinguish initial enquiries, viewings and negotiations. Madflow CRM can represent these stages and organise follow-ups. For backoffice requirements involving properties and owners, also discuss Inmogestión with the team.
IN YOUR WORKING DAY
What changes in your working day
02
Prepare follow-ups after a viewing
Use tasks and reminders to reconnect, answer questions and keep the next step visible to your team.
IN YOUR WORKING DAY
What your sales workflow could look like
01
An example to bring to your demo
Someone enquires about a property. Record the contact and opportunity, use a stage for the viewing and prepare a follow-up task. As the conversation progresses, update the stage towards negotiation or signing according to your process. Discuss which property data and relationships you need to manage.
02
What to review before choosing your CRM
List your current stages, the data you need and recurring tasks. Check how proposals are created, how your team is organised and what information needs importing. The demo should cover these needs using a specific business example.
GETTING STARTED
How to get started with Madflow
01
Share your process
Explain where opportunities come from, who handles them and what happens after a proposal is sent. This gives your demo a useful starting point.
02
Review the product with your team
Walk through the pipeline, contacts, tasks and quotes using a case from your business. Check what each person needs to do their work.
03
Agree on the scope
Agree on users, stages, starting data and terms before signing up. If you are moving from another tool, also discuss import requirements and the support you need.
A FEW MORE ANSWERS
Questions before you decide.
When should I also consider Inmogestión?
When your needs include the property and owner backoffice as well as sales follow-up. They are different areas: request a demo to compare the scope of both solutions and the terms your business needs.
How can I see the product before choosing it?
Book a demo and tell us how your team works. The session is an opportunity to review the product, ask questions and agree on the scope and terms your company needs.
Where can I find pricing and terms?
The Madflow team prepares a proposal after understanding your needs. Ask about what is included, user numbers, setup and support before making a decision.
Let’s see how your team works.
Bring your sales process to the demo. We will review your needs and how Madflow can help.