International Investment Advisory
For international property investment advisory firms, Planyum manages the sales and advisory process to individual or institutional cross-border buyers: from lead to offer, contract to collection — one continuous line.
Clear distinction: Planyum does not manage fund or limited partner (LP) relationships. The platform is for selling to and advising individual and institutional international buyers.
Related modules for this category
The modules that matter most for cross-border advisory work.
Resources & Administration
FX Rates
Automatic and manual rates keep cash and bonus calculations consistent.
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Accounting
Payment board, FX intelligence, and advances keep accounting in rhythm with sales.
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Legal
From sales to rentals, partnership contracts to custom documents — nothing is valid without legal approval.
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VIP Portals
Make customers and partners feel you are not an ordinary company.
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Lead Capture
Every prospect who clicks your ad reaches the right advisor within seconds.
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Customer Relations
A customer is never just a phone number.
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Security
The safest harbor your data can find.
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Roadmap
SWIFT tracking, KYC/AML, and industry integrations — coming soon.
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Portfolio Management
Unit inventory for sales and leasing stays live — sellable stock, not jobsite or materials inventory.
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Sales Process
Every offer, revision, and deed transfer stays on the record.
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Deed Transfer
Nothing is “done” before documents are uploaded; early or full payment is your policy.
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Partners
Keep contracts, requests, and commission rates transparent so nobody loses their share.
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Commission Engine
Partner commissions: local/foreign rates on the partner card — without a contract, collection locks.
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Brokerage Income
Brokerage collected from buyers/sellers (or tenants/landlords) stays defined for sales and rentals.
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Bonus Engine
Rewards for your internal sales team: you set the rule, amounts lock in the sale currency.
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Rentals
From finding tenants to collecting rent — at the same standard as your sales process.
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Agenda
Appointments, tasks, and follow-ups in one calendar rhythm — “what today?” disappears.
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Task Engine
Takes the busywork off your team and keeps human error to a minimum.
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Events
Create an invite link; see who came and who engaged — on one screen.
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Marketing
Marketing plans the campaign; the sales funnel stays tied to the same truth.
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Referrals
Referral opportunities don’t get lost — you always see who brought whom.
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Ad Accounts
Connect accounts; missed leads and conversions speak the same panel language.
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Sales Funnel
From lead to close — how many opportunities at each stage, and where you lose them — by data, not guesswork.
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Marketing Funnel
Which campaign brought how many leads, office visits, and sales — see the real return on ad spend.
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Owner Cockpit
Watch the big picture from a single cockpit screen.
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Manager Cockpit
See every approval, delayed job, and opportunity in your department on one screen — nothing slips while you run the company.
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My Cockpit
Tasks, appointments, and open negotiations gather on one personal screen. You hide and reorder the cards.
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Human Resources
From leave and medical reports to advances, hiring, and personal goals — manage the full employee lifecycle with fair, transparent rules.
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After-Sales
Requests and complaints are assigned and tracked until resolved — privacy and accountability together.
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Competitors
Track rival projects in-system — talk to customers with data, not guesses.
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Knowledge Base
Procedures, FAQs, and sales arguments live at your team’s fingertips — not in scattered files.
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Rules & Identity
From task settings and theme choice to team invites and approval rights — the system bends to your rules.
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