Features for sales
Selling a project means juggling hundreds of small tasks at once: which apartment is available, which offer is at what stage, which reservation is waiting for approval. Planyum brings them together inside a single platform.
The moment your customer names a budget, the matching apartments are in front of you within seconds. Every offer you make and every counter-offer you receive accumulates in the same chain; you can always see how many rounds the negotiation ran and what price gap you lost the deal by. When your consultant wants to hold an apartment, a receipt or proof of payment is required, and the reservation goes through your manager's approval.
Your offer reaches your customer like your own project website, and you see the moment they open it. When you select a campaign, the discounted price and validity date are calculated automatically; you can also prepare a presentation for your agency that hides the developer's identity.
Commission and partner-commission tiers are calculated automatically according to your rules, the title transfer lands with the title team as a task at the right threshold, and after-sales requests reach the right person. While you focus on selling, the process behind it runs without a hitch.
Deal Flow
Sales Process
Offers, counter-offers, and losses to price gaps accumulate in a single chain.
Project Center
From the social-area gallery to the sample-unit library, from the stock table to the catalog, everything about a project sits on one page.
Offer Presentation
Your offer opens to the customer like your own project website, and you know the moment they open it.
Partners
Your agencies are managed on one card, from paperwork to commission, with their own portals.
Events
Invite people to your event with a single link, and attendees are recorded automatically.
Calendar
Your day is in front of you the moment you log in: tasks, appointments, occupancy.
Task Engine
Every assigned task finds its owner: it is accepted or declined with a reason, and after the third decline a manager decides.
Customer Relations
Who they are, what was discussed, which offer was made: all on a single customer card.
Portfolio Management
Build your building floor by floor and façade by façade, and manage every unit from one screen.
Portfolio Activity Map
See which unit is drawing interest and which has gone quiet, through detailed analytics.
Operations
Commission Engine
Set up a tiered or custom commission structure, and the system calculates the right tier.
Partner Commission Engine
Tie partner commissions to volume or to construction progress.
Title Transfer
When the right payment threshold is reached, title transfer lands with your team as an automatic task.
After-Sales
Every customer request is recorded and reaches the right person.
Brokerage Income
Income from your brokerage deals is tracked in its own line item, separate and clear.
Accounting
Incoming and outgoing payments are tracked separately, and no collection awaiting approval slips through.
Legal
Every contract type goes through the same approval discipline.
Marketing
From project content to campaign budgets, your marketing operations run within their own authority, with the return shown alongside.
Human Resources
From leave to targets, your team's processes run on the discipline you set.
Capacity Management
You never have to guess who's how booked; the system shows you.
Announcements
Your announcement reaches the right people as both a notification and an email.
Analytics & Growth
Sales Funnel
See your wins and losses at every stage from first contact to sale, and where the losses concentrate.
Offers
Your win rate and your losses to price gaps in a single report.
Owner Cockpit
Your company's pulse on a single screen that only you can see.
Manager Cockpit
Company-wide live data and your pending approvals on one screen.
Business Cockpit
Your next task, your target, and the lead you missed are in front of you at the start of the day.
Marketing Funnel
Compare which channel's leads actually convert into sales.
Lead Capture
Every lead from your ads is captured and routed to the right consultant.
Referrals
Who referred whom is on record, so no referral is lost.
Ad Accounts
Connect your Meta, Google, and LinkedIn accounts without any technical knowledge.
My Activities
Every call, offer, and meeting of yours in a single feed.
My Targets
See how close you are to the targets assigned to you at any moment.
Delay Report
Only real delays and missed leads, in a fair report.
Resources & Administration
Partner Portal
Your agency sees only the units it's authorized for on its own portal, free of charge.
Competitors
Competing projects' prices at hand, so you're ready for the "it's cheaper" objection.
Knowledge Base
The answers you've given to common questions, where your team can search them anytime.
Customer Portal
When a sale completes, your customer is invited to their own portal automatically.
Exchange Rates
Track current exchange rates live, or set your own rates for your team.
Rules & Identity
Working hours, approval tiers, and authority run on your own rules.