01 / CRM for estate agents
Leads arrive from several places
A buyer can reach an agency through the website form, a portal email, a phone call or WhatsApp. Each channel ends up somewhere else: an inbox, an agent's phone, a spreadsheet. When the buyer comes back a week later, nobody is sure what was sent or which properties they saw.
CORE keeps these people in one workspace. Enquiries from your website form arrive on their own, with everything the person filled in and the source. Leads from portals, phone and WhatsApp you enter by hand or import from CSV, and note the source in a custom field. There is no automatic link to the portals.
02 / CRM for estate agents
An agent's workspace in CORE
Pipeline to the deed
Each deal moves through stages: first contact, viewing, offer, CPCV and deed. Follow-up reminders, tags such as buyer, seller or investor, and custom fields for property type, area or budget.
Contacts without duplicates
Contacts and companies in one place, with a duplicate check for the person who comes through the website and then through a portal.
Viewings
A booking page shows your free slots and the buyer picks one. Google Calendar syncs both ways; other calendars can be subscribed by link.
Mediation contracts
The contrato de mediação imobiliária goes to the seller's portal and is signed there with a finger, a pen or a mouse.
Portal for buyers and sellers
Documents, appointments, contracts and chat behind one login, in English, Portuguese or German.
Reviews and statistics
Google review requests after the deed, and website statistics that can run without cookies.
03 / CRM for estate agents
What CORE does and does not do
eGO Real Estate, by Janela Digital, combines a CRM with property management, a customisable agency website and listing advertising on many portals, per its website. Prices are not public. The middle column summarises what the vendor says; where we have not checked, we say so.
| You need | Agency suite such as eGO (per its website) | CORE |
|---|---|---|
| Property and listing management | Yes | No |
| Listing export to property portals | Yes, to many portals | No; listings stay where you manage them today |
| Agency website | Customisable website included | Not included; we build one separately if you want, or connect yours |
| Contacts and team follow-up | Yes | Yes, with the source of each enquiry and stages up to the deed |
| Mediation contract signed online by the seller | Not checked by us | Yes, in the client portal |
| Documents shared with buyers and sellers | Not checked by us | Yes, behind one login |
| Price | On request | No public price list; an offer after a short call |
04 / CRM for estate agents
Programmed by us
CORE is not a white label product. We programmed it at Tanomedia and run it ourselves. Tanomedia is registered in Pombal, Portugal, and the team works from Lisbon. Your workspace data is hosted in Germany, and a workspace only processes data once its owner has accepted the terms and a data processing agreement under Art. 28 GDPR.
You can keep your portal publishing tool and use CORE for the relationship side. Because the code is ours, we can build what an agency needs and the software cannot do yet; we discuss that with you before promising anything. We also build websites by hand, and CORE forms and statistics work on websites built by others.
05 / CRM for estate agents
Three duties that touch the CRM
A summary, not legal advice. Check the details with your lawyer or with IMPIC.
- GDPR (RGPD): a CRM provider that stores your clients' data on the agency's behalf needs a data processing agreement (Art. 28).
- Lei 83/2017: estate agents must identify their clients and keep copies of their ID documents. CORE has no dedicated function for this.
- Livro de Reclamações: access to the electronic complaints book must be visible on the website. See our guide to the Livro de Reclamações.
06 / CRM for estate agents
How to start
- 01
Write to us
Use the form below: size of the agency, your AMI licence and the tools you use today.
- 02
Short call
We show you CORE with an agency pipeline and tell you whether it fits.
- 03
Set-up
We create the workspace, set stages and fields, connect your website form, prepare the viewing booking page and import your contacts from CSV.
- 04
Team and clients
You invite your agents, decide who sees what and when clients get portal access.
07 / CRM for estate agents
Request CORE for your agency
Tell us how many people work in the agency, your AMI licence and which tools you use today. We reply within one working day and arrange a short call.
FAQ
Common questions
01Does CORE replace eGO Real Estate?
Partly. CORE does not manage properties or publish listings on portals, and eGO Real Estate, per its website, does both. CORE can take over the people side: leads with their source, viewings, offers, CPCV, deed, mediation contracts signed in the portal and shared documents. You can keep eGO for listings and use CORE for client relationships.
02Does CORE export to Idealista and Imovirtual?
No. CORE has no listing management and no connection to property portals. Leads from portals are entered by hand or imported from CSV, with the source in a custom field.
03Where is my clients' data stored?
In Germany, inside the EU. The contract partner is Tanomedia, a company registered in Portugal, and every workspace has a data processing agreement under Art. 28 GDPR.
04What does CORE cost for an agency?
We do not publish a price list. The price depends on the set-up your agency needs. After a short call you get a clear offer.
05Do I need a new website?
No. CORE forms and statistics also work on websites built by others. If you want a new agency website, we build that too.