Viewing trips
Property viewing trip software — every trip planned inside your CRM.
VIDORO CRM plans the viewing trip as part of the deal: up to three offers within the client’s budget, the flight, accommodation and a driver, the developer’s presentation, a day-by-day viewing programme and the buyer’s feedback on each offer.
- Up to three offers per deal
- Statuses with a name and a date
- Interface in 9 languages
01How it works
How VIDORO CRM plans a property viewing trip
In VIDORO CRM a viewing trip is not a separate spreadsheet: it takes two phases of the deal timeline, ticket and selection and the trip itself. Each phase has its own checklist, documents, owner and status, so the whole team sees how far the trip has got.
Budget and up to three offers
The ticket and selection phase in VIDORO CRM starts with the client’s confirmed budget. The agent attaches up to three offers from the team’s catalogue within that budget, so the buyer travels to see properties that fit their price range.
Flight and passport on the checklist
In the same phase, VIDORO CRM tracks the booked flight and the uploaded passport as checklist items. Each item is marked by a real person with a name and a date, so the team sees what is ready before the buyer travels.
Accommodation, driver and the developer’s presentation
In the trip phase, VIDORO CRM lists accommodation and driver and the developer’s presentation as checklist items. The team works through them as tasks tied to the deal, such as “Confirm hotel and driver for the trip”, and the status shows what is still waiting.
A day-by-day viewing programme
The trip phase in VIDORO CRM also holds a day-by-day viewing programme next to the offers of the deal. The agent and the back office see the same plan, and the phase status — Waiting, In progress or Done — shows where the trip stands.
Buyer feedback on each offer
After the viewings, VIDORO CRM records the buyer’s feedback on each offer in the trip phase. When the buyer chooses a property, the deal moves on to the deposit and the payment plan on the same timeline.
Selling to buyers who live in another country? See how VIDORO CRM runs the whole deal with a foreign buyer
02Benefits
What your team gets from planning viewing trips in VIDORO CRM
The trip is part of the deal
In VIDORO CRM the viewing trip sits on the deal timeline between selection and the deposit, not in a separate spreadsheet or group chat. The client, the documents and the offers of the deal stay in one place for the whole team.
Budget always in view
VIDORO CRM shows the client’s budget next to the shortlist of up to three offers. Nobody wastes a viewing on the wrong price range, and the shortlist stays realistic before anyone books a flight.
Statuses with a name and a date
Every checklist item of the trip in VIDORO CRM is marked Waiting, In progress or Done by a real person, with a name and a date. Prices, dates and statuses keep their history: what it was, what it became and who changed it.
Tasks and reminders for the team
Trip preparation in VIDORO CRM runs as tasks tied to the deal, the client and the phase. A task handed to a colleague stays in view under “Delegated by me”, and a reminder rule chases a passport that is still expected.
04FAQ
Questions about viewing trips in VIDORO CRM
What is property viewing trip software?
Property viewing trip software helps an agency prepare a buyer’s trip to see properties, and in VIDORO CRM this is part of the deal timeline rather than a separate tool. The trip takes two phases of the deal — ticket and selection, then the trip itself — each with its own checklist, documents and owner.
Does VIDORO CRM book flights or hotels?
No, VIDORO CRM does not book flights or hotels itself: it keeps the flight, accommodation and driver as checklist items and tasks of your team in the deal. Whoever arranges them marks the item, and the status shows the name and the date, so everyone sees what is confirmed.
How are the properties for a viewing trip selected in VIDORO CRM?
In VIDORO CRM the agent attaches up to three offers from the team’s catalogue to the deal, within the client’s confirmed budget. The budget sits next to the shortlist, and every offer is described the same way — photos, price, type, bedrooms, bathrooms, area and year — so the buyer can compare them before the trip.
Can the whole team see the plan of a viewing trip?
Yes, in VIDORO CRM the agent, the back office and the lawyer work in the same deal, so they see the same trip phase with its checklist, owner and status. What each person can see depends on their role, and the activity log records who changed what and when.
Where is the buyer’s feedback after the viewings kept?
VIDORO CRM keeps the buyer’s feedback on each offer in the trip phase of the deal, next to the viewing programme. Once the buyer has chosen a property, the deal moves on to the deposit phase, where the reservation, the payment plan and the draft contract are tracked.
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