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Real estate

Sizy : track your clients, their projects and their viewings.

What is prepared for you

  • Project, budget and type of property sought
  • Viewing, offer and preliminary agreement stages
  • Property reference and exclusive mandate on the deal

Modules included for this business

  • Sales and invoicing

    Quotes, purchase and delivery orders, invoices, credit notes, payments, online payment and sales dashboard.

  • Tax and accounting

    Tax returns prepared for your tax regime, accounting journal, entries and financial statements.

  • Customer area

    Online area where your customers view their documents, answer quotes and pay.

Add as you need : Stock · Production and advanced stock · Projects and tasks · Target sectors

Suggested sales stages

  1. Qualification
  2. Viewing
  3. Offer
  4. Preliminary agreement
  5. Won
  6. Lost

Fields on your records

  • Project
  • Budget
  • Type of property
  • Property reference
  • Exclusive mandate

Stages, fields and lists can be changed at any time by your workspace administrator.