Deal timeline
Real estate transaction management software — every deal on one timeline, up to the keys.
VIDORO CRM moves every property deal through the same five phases — from the first meeting to the handover of the keys. Each phase has its own checklist, documents, owner and status, so the whole team sees where the deal stands and who takes the next step.
- Five-phase deal timeline
- History of every change
- Interface in 9 languages
01How it works
How VIDORO CRM manages a real estate transaction in five phases
In VIDORO CRM every deal moves through the same five phases. 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.
First meeting: goals, budget and a responsible agent
The first phase in VIDORO CRM opens the deal: the agent gets to know the client, records their goals and budget, and the deal gets its responsible agent. The checklist has four items — meeting held, goals recorded, budget agreed, agent assigned — so no step is skipped.
Ticket and selection: up to three offers within the budget
In the second phase VIDORO CRM keeps the shortlist of up to three offers within the client’s budget, the booked flight and the documents collected for the deal, starting with the passport. The client’s budget stays in view, so every shortlist is realistic.
Trip: accommodation, driver and a viewing programme
The third phase in VIDORO CRM covers the viewing trip: accommodation and a driver, the developer’s presentation, a day-by-day viewing programme and the client’s feedback on each offer. The team ticks off every item on the phase checklist, and everyone sees what is already done.
Deposit: reservation, payment plan and draft contract
Once the client chooses a property, the fourth phase in VIDORO CRM records the reservation, the agreed payment plan and the draft contract. Every payment is followed from due to confirmed, starting with the deposit.
Contract and instalments up to the keys
The last phase in VIDORO CRM covers taxes and fees, the signed final contract and the instalment schedule. The deal stays on the timeline until the keys are handed over, so the team sees the whole transaction from the first meeting to the handover.
Selling to buyers who live in another country? See how VIDORO CRM runs the whole deal with a foreign buyer
02Why a timeline
What the deal timeline in VIDORO CRM gives your team
Statuses with a name and a date
Every phase in VIDORO CRM is marked Waiting, In progress or Done by a real person, and the status shows who set it and when. Managers see at a glance which deals are moving and which have stalled, without asking the agent.
History of every change
VIDORO CRM keeps the full history of prices, dates and statuses: what it was, what it became and who changed it. The activity log records every change with its author, time, old value and new value, so a disputed price or date is easy to check.
Documents tied to the phase
Each phase in VIDORO CRM has its own documents: the passport in the selection phase, the draft contract with the deposit, the final contract at the end. Client documents move from Expected to Uploaded, Confirmed and Processed, and a rejected one always carries its reason.
An owner and tasks for every step
Every deal in VIDORO CRM has a responsible agent, and tasks are tied to the deal, the client and the phase. Reminder rules chase missing documents on their own, and a task handed to a colleague stays in view under “Delegated by me”.
04FAQ
Questions about managing real estate deals in VIDORO CRM
What are the stages of a real estate transaction in VIDORO CRM?
In VIDORO CRM a real estate transaction moves through five stages: first meeting, ticket and selection, trip, deposit, and contract and instalments. The deal goes from the client’s goals and budget to a shortlist of offers, the viewing trip, the reservation and payment plan, and finally the final contract and the handover of the keys.
How is a deal timeline different from a spreadsheet?
VIDORO CRM manages each real estate transaction on one shared timeline, where every phase has its own checklist, documents and owner. In a spreadsheet every agent keeps their own version, and a status goes stale the moment someone forgets to update a cell; on the timeline a real person sets the status, and you see who changed it and when.
Who sets the status of a phase, and can I see who changed it?
In VIDORO CRM the status of a phase — Waiting, In progress or Done — is set by a real person, and the timeline shows their name and the date. Prices, dates and statuses keep their full history, and the activity log records the author, time, old value and new value of every change.
Can the agent, the lawyer and the back office work in the same deal?
Yes, in VIDORO CRM the agent, the lawyer and the back office work in one deal instead of forwarding each other messages. Each role has its own permissions and its own view of the data, so everyone sees the same timeline within what their role allows. The activity log records who changed what and when.
How does VIDORO CRM keep a deal from stalling?
VIDORO CRM ties tasks with due dates to the deal, the client and the phase, so every open step of the deal is visible on the To-Do board. Reminder rules run on their own — for example, if a passport has been Expected for 3 days, the responsible agent is notified — and updates arrive in the app, by email or in Telegram.
05Book 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