Features

Explore every Planyum module — each one answers a real need in your real-estate operation.

Search features

Agenda

Manage your day and week on a date-based calendar so no appointment is lost. Move between day, week, and period views in seconds.

Task Engine

Human-intelligent reminders mean no client and no task is forgotten. Delegate tasks, accept or decline them — nothing sits silently in limbo.

Customer Relations

Every client’s full history on one screen; referral, birthday, and event engines grow loyalty automatically. At-risk clients are flagged so you intervene before you lose them.

Partners

Keep agencies and business partners in one list; contracts, requests, and commission rates stay transparent. See what was discussed with which agency without digging through files.

Portfolio Management

Live building schematics and unit inventory for sales and leasing — not jobsite or materials stock. Track popularity by month or year.

Sales Process

Every step from offer and counter-offer to deed transfer stays on record — no revision disappears. Even cancellations follow step-by-step approval and refund discipline.

Rentals

From monthly collection to contract end, your second income line is run with the same rigor as sales. Early termination requests follow the same approval discipline.

Events

Share open houses and invitations by link; track attendance and guest details in one place. A no-login invite link drops participant data into the system instantly.

Accounting

Payment board, FX intelligence, and advance flows keep your cash position current in seconds. Disputes over which rate was used never arise.

Legal

Sales, rental, partnership, and every other contract take effect only with legal approval. After approval, entitlements are written automatically — the legal foundation stays solid from the start.

Bonus Engine

Rewards paid to your advisors: you set the rule, amounts lock in the sale currency. You define the rule; calculation writes automatically after legal approval.

Commission Engine

Commissions paid to agencies and partners: rates, contract locks, and source transparency in one language. Collection approval from a channel without an active contract locks automatically.

Brokerage Income

Brokerage you collect from buyer or seller (tenant / landlord) stays on record for sales and rentals. Company income never mixes with advisor bonus.

Deed Transfer

Annotated early transfer or transfer after full payment; nothing is marked “closed” before documents are uploaded.

After-Sales

Requests and complaints are assigned and tracked until resolved — no client voice is left hanging. Every request has an owner; the system follows through to resolution.

Marketing

Plan campaigns for the full portfolio, a single project, or a few specific units. Which unit was promoted when appears in one report.

Human Resources

From leave, advances, and medical reports to staff profiles and personal goals — your full HR stack in one place. Performance comparison never puts a new hire on the same scale as a veteran.

Capacity Management

Manage your team's real operational capacity.

Owner Cockpit

Steer your company’s pulse from a single screen, on real data rather than assumptions. This screen is for owners only — never shared.

Manager Cockpit

Manage your department’s pulse, pending approvals, and team performance from one screen.

My Cockpit

Your tasks, appointments, and open negotiations gather on one personal screen. You hide and reorder the cards.

Sales Funnel

See every stage of your sales funnel from lead to close, with conversion rates. You no longer guess where opportunities are lost.

Marketing Funnel

See the full chain from leads each campaign brings through to sale. Which campaigns convert to office visits and closes — and which waste budget — is clear.

Lead Capture

Every prospect from ads reaches the right advisor within seconds — no opportunity is lost. Leads unanswered within 3 hours are automatically redirected to another advisor.

Referrals

Track new opportunities brought by satisfied clients without loss; make loyalty measurable. Which advisor owns which referral chain stays fully transparent.

Ad Accounts

Connect your ad accounts so lead flow and missed opportunities share the same truth. Every missed opportunity proves your ad budget need not go to waste.

Knowledge Base

Procedures, FAQs, and sales arguments live in your institutional memory; new team members onboard without constant questions. Approved contributions keep content current and inaccurate copy out.

VIP Portals

Brand-specific, credentialed experience spaces for your clients and agencies. Create unlimited portals — no extra fee.

Competitors

Track rival projects in-system; defend price with data, not guesswork. Answer price objections with evidence.

FX Rates

Automatic and manual rates keep multi-currency deals current at every moment. Define a temporary rate and return to the live rate whenever you choose.

Rules & Identity

From task settings and theme choice to team invites and approval rights — the system bends to your rules. Invite a new employee and set their authority yourself.