How Is Planfix Different From A Standard CRM For Developer Agencies?

Most CRMs stop at signed deals, while your real work starts with reservations and claims. Planfix combines leads, reservations, documents, payments, and claims in one pipeline instead of separate tools. Planner boards, Objects, Data tags, and Project Totals give you one view from first inquiry to final claim. You prove your value to developers with conversion, revenue, and issue metrics instead of scattered screenshots. Client Dashboards share selected tasks and statuses so partners see progress without you rebuilding reports manually.

Can We Start With Leads Only And Add Reservations And Claims Later?

Yes. Many agencies start with a simple lead board and automated capture from email, portals, and telephony. Once the team is comfortable, you introduce reservation Objects, status sets, and finance tags to standardize deals. Later you add claim workflows, SLAs, and reports without breaking existing work. Because Planfix is no code and template based, you can extend the setup gradually instead of running a risky big bang change. You keep daily operations running while the system matures around them.

How Does Planfix Help Us Work With Developers And External Partners?

Planfix lets you collaborate with developers and buyers without giving them full access to your internal workspace. Client Dashboards expose only selected tasks, statuses, and documents for each contact, while internal comments stay private. You can use basic dashboards for occasional partners or Advanced restricted UI for power users who almost work like employees. Email replies from partners are stored in the same task threads, so history stays complete even when they work from inboxes.

How Does Planfix Protect Our Data And Control Access?

Security and access control are built into Planfix from the start. Granular roles, custom permissions, and company structure let you decide who sees which developers, projects, and financial data. Every action is logged, including comments, status changes, and file operations. You can enable two factor authentication, restrict access by IP ranges, and manage external users separately. Audit trails and logs help you answer tough questions from developers, investors, or auditors with confidence.

Developer Agency Software For Leads, Reservations, And Claims

Developer Real Estate Agencies - Leads, Reservations, Claims

Planfix runs your developer agency leads, reservations, and claims in one live system. You stop losing buyers, stop double booking units, and show clean numbers to developers.

Run Your Developer Pipeline In One Place

You guide buyers from first inquiry through reservations and claims while keeping margin, stock, and developers under control. Planfix unites every lead, reservation, and claim in one configurable workspace with Planner boards, Data tags, AI Dataminer, telephony, and Client Dashboard.

Capture Every Lead

Capture every lead from calls, forms, messengers, and portals in one place with clear source and context.

Turn Interest Into Reservations

Turn qualified interest into clean reservations without double bookings, using standard checklists, statuses, and approvals.

Log And Resolve Claims

Log and resolve claims with clear ownership, SLAs, and full history so nothing gets lost or ignored.

Start With Lead Capture

Connect site forms, portals, messengers, and email inboxes so every inquiry becomes a task in the right project. AI Dataminer fills fields from unstructured messages, while virtual PBX calls create tasks with numbers and recordings attached automatically.

Show A Single Source Of Truth

See leads, reservations, and claims in one Planner board with conditional lists that update fields when you drag cards. Open reservation Objects to view apartments, payments, claims, and live Project Totals by developer.

For Leads

Every inquiry is logged, qualified, and answered on time with full context from previous calls, emails, and chats.

For Reservations

Apartments, buyers, deadlines, and documents sit in one reservation record so nothing slips between systems or teams.

For Claims

Each claim has an owner, SLA, and full history, making decisions traceable and escalation calm instead of chaotic.

For Management And Developers

See funnel conversion, revenue, and problem trends by developer, project, and channel in one reliable dashboard.

Capture Every Lead From All Channels

Turn Interest Into Reservations

Handle Claims And Performance

Capture Every Lead From All Channels

Bring email, telephony, web forms, and portals into Planfix so every inquiry becomes a task.

Use channels and source fields to track where each buyer came from and what they saw.

Deduplicate leads fast with search, filters, and rules so managers work one clean list.

Auto-assign leads by project, territory, or manager to balance workloads without manual routing.

Lead Capture In Planfix

Turn Interest Into Reservations

Convert qualified leads into reservation Objects with apartments, buyers, and agents linked in one record.

Use status sets and checklists so every reservation passes the same steps and required approvals.

Block units automatically when a reservation is created to prevent double booking and confusion.

Attach documents and finance tags for payments, commissions, and discounts directly to each reservation.

Reservation Workflows

Handle Claims And Performance

Route claims into dedicated workflows with owners, SLAs, and escalation rules visible to the whole team.

Use Planner lists to surface overdue issues early and keep partners calm with clear statuses.

Store photo evidence, correspondence, and decisions in the claim task for a complete history.

Analyze trends with reports and Project Totals by developer, project, and channel to protect margin.

Reports And Totals

What Your Agency Looks Like With Planfix

The entire journey is visible, from first message to final claim. Leads move through clear stages, reservations follow standard steps, and claims stay traceable. Everyone shares one view of owners, dates, amounts, and evidence.

Easy To Start Without Disruption

You do not need to stop current work to adopt Planfix. Start with a simple lead board, import spreadsheets, and connect existing CRMs or telephony. Add reservations and claims gradually, without code or long implementation projects.

Why Teams Move To Planfix

Spreadsheet And Messenger Chaos

Replace scattered spreadsheets and chats with live tasks, Planner boards, and automated capture so data stays current by design.

Generic CRM That Stops At Deal Close

Extend beyond deal close with reservations, documents, finance tags, and claims tracked in the same reliable system.

Developer Portals You Do Not Control

Own your process even when portals change by syncing data through imports or integrations into your internal source of truth.

FAQ

Developer Real Estate Agencies - Leads, Reservations, Claims

Run Your Developer Pipeline In One Place

Capture Every Lead

Turn Interest Into Reservations

Log And Resolve Claims

Start With Lead Capture

Show A Single Source Of Truth

For Leads

For Reservations

For Claims

For Management And Developers

When This Sounds Familiar

Capture Every Lead From All Channels

Turn Interest Into Reservations

Handle Claims And Performance

What Your Agency Looks Like With Planfix

How It Feels To Work This Way

Easy To Start Without Disruption

Why Teams Move To Planfix

Spreadsheet And Messenger Chaos

Generic CRM That Stops At Deal Close

Developer Portals You Do Not Control

Run Developer Leads, Reservations, And Claims In One Place

Planfix Integrations For Developer Agencies

How Is Planfix Different From A Standard CRM For Developer Agencies?

Can We Start With Leads Only And Add Reservations And Claims Later?

How Does Planfix Help Us Work With Developers And External Partners?

How Does Planfix Protect Our Data And Control Access?

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