Real estate CRM
Real estate agency CRM — from first meeting to the keys.
VIDORO CRM keeps clients, documents, viewing trips, payments and contracts on one shared deal timeline — so your team always knows what happens next and who is responsible.
- Five-phase deal timeline
- Roles and permissions built in
- Interface in 9 languages
01The problem
Deals shouldn’t live in spreadsheets and group chats
A property deal takes months and passes through a dozen hands. When every step lives in a different tool, time, documents and clients get lost along the way.
Spreadsheets nobody trusts
Every agent keeps their own version. Statuses go stale the moment someone forgets to update a cell.
Decisions buried in messengers
Flight details, client wishes and agreed prices disappear into endless threads and personal phones.
Documents scattered everywhere
Passport scans in email, contracts on a laptop, the power of attorney somewhere else. Finding the right version takes hours.
No view of the whole picture
Managers learn about a stalled deal when it is already too late. Nobody can see who does what, and by when.
02Tline · deal timeline
One deal. Five phases. No guesswork.
Tline is the backbone of VIDORO. Every deal moves through the same five phases, each with its own checklist, documents and owner — so the whole team sees exactly where things stand.
Deals
DEAL-0007·Sophie Laurent
First meeting
Get to know the client, record their goals and budget, and assign the responsible agent.
- Meeting heldset by Laura B. · 03.02
- Client goals recordedset by Laura B. · 03.02
- Budget agreedset by Laura B. · 05.02
- Agent assignedset by Oliver G. · 05.02
Ticket & selection
Shortlist up to three offers within the client’s budget, book the flight and collect the documents.
- Client budget confirmed €450,000set by Laura B. · 11.02
- Three offers shortlistedset by Laura B. · 14.02
- Flight bookedset by Nina K. · 18.02
- Passport uploadedset by Nina K. · 19.02
Trip
Accommodation and driver, the developer’s presentation and a day-by-day viewing programme.
- Accommodation and driverset by Nina K. · 24.02
- Developer presentationset by Laura B. · 02.03
- Viewing programmeset by Laura B. · 03.03
- Client feedback on offersWaiting
Deposit & paid time
Reserve the property, agree the payment plan and the draft contract, and follow every payment from due to confirmed.
- Property reservedWaiting
- Payment plan agreedWaiting
- Draft contractWaiting
- Deposit paid and confirmedWaiting
Contract & instalments
Taxes and fees, the final contract and the instalment schedule — all the way to the handover.
- Taxes and feesWaiting
- Final contract signedWaiting
- Instalment scheduleWaiting
- Keys handed overWaiting
Statuses with a name and a date
Each phase is marked Waiting, In progress or Done by a real person — you always see who moved it and when.
History of every change
Prices, dates and statuses keep their full history: what it was, what it became and who changed it.
Everyone on the same page
The agent, the lawyer and the back office work in one deal instead of forwarding each other messages.
Read more about the deal timeline in VIDORO CRM
Selling property to buyers who live abroad? See how VIDORO CRM works for agencies with foreign buyers
03Clients & documents
Complete client files. Every document accounted for.
Client cards, passports and signed papers live right next to the deal — with clear statuses, so nobody has to ask “did we get it?” again.
Statuses for every document
Each document moves from Expected to Uploaded, Confirmed and Processed. A rejected one always carries its reason.
The right papers in the right place
Passport, power of attorney, AML form, NDA, questionnaire and signed contract — each has its own slot.
File storage built in
Folders by client and by deal, instant preview and drag-and-drop upload. No more digging through email.
04Tasks & notifications
Nothing slips through the cracks
Tasks are tied to the deal, the client and the phase. Reminders fire on their own, and every update reaches the right person in the channel they actually read.
A board for every deal
To Do, In Progress, Done — with due dates, checklists and links to the deal, client and phase.
Delegate and keep an eye on it
Hand a task to a colleague and follow it under “Delegated by me” or “Watching”.
Reminders that run themselves
Set a rule once — document type, status and number of days — and VIDORO will chase it for you.
05Offer catalogue
The right properties, within the client’s budget
Keep your listings in one catalogue and attach up to three offers to each deal. The client’s budget stays in view, so every shortlist is realistic.
One catalogue for the team
Photos, price, type, bedrooms, bathrooms, area and year — every listing described the same way.
Up to three offers per deal
A focused shortlist the client can actually compare — and fly in to see.
Budget always in view
The client’s budget sits next to the shortlist, so nobody wastes a viewing on the wrong price range.
Planning a trip for the buyer to see the shortlist in person? See how VIDORO CRM plans property viewing trips
06Roles & data isolation
Everyone sees exactly what they should — and nothing more
Roles, visibility scopes and company boundaries are part of the core, not an add-on. And every change is written to the activity log.
Seven roles out of the box
From superadmin to independent lawyer — each with its own permissions and its own view of the data.
Strict company isolation
Organization → companies → users. Data of one company is never visible to another.
Who, what, when — before and after
The activity log records every change with its author, time, old value and new value.
07FAQ
Frequently asked questions
What is VIDORO CRM and who is it for?
VIDORO CRM is a cloud CRM for real estate agencies that keeps clients, documents, viewing trips, payments and contracts on one shared timeline for every deal. It runs in the browser, so agents, directors, the back office and lawyers work in one deal instead of forwarding each other messages.
How does the deal timeline work in this real estate CRM?
In VIDORO CRM every deal moves through the same five phases: first meeting, ticket and selection of up to three offers, the viewing trip, deposit and payment plan, and finally the contract and instalments all the way to the keys. Each phase has its own checklist, documents and owner, and its status — Waiting, In progress or Done — is set by a real person with a name and a date.
What roles and permissions does VIDORO CRM have?
VIDORO CRM comes with seven roles out of the box, from superadmin to independent lawyer: Superadmin, Organization Director, Company Director, Agent, Subagent, Back Office and Independent Lawyer. Each role has its own permissions and its own view of the data — from everything in the organization down to its own records or only what was shared with it.
How is the data of different companies kept apart?
VIDORO CRM strictly isolates companies: the structure is organization → companies → users, and the data of one company is never visible to another. On top of that, the activity log records every change with its author, time, old value and new value.
Which languages is the VIDORO CRM interface available in?
The VIDORO CRM interface is available in 9 languages: English, Russian, Slovak, Czech, German, Hungarian, Polish, Hebrew and Turkish.
How much does VIDORO CRM cost and how do I get started?
VIDORO CRM prices are not published on the website; to find out the terms, request a demo using the form below. We’ll walk you through the deal timeline, documents and roles using a scenario close to how your team works.
08Book a demo
See VIDORO on deals like yours
Leave a request and we’ll walk you through the deal timeline, documents and roles using a scenario close to how your team works.
- A live walkthrough of the product
- Your roles and process mapped onto the system
- No obligation