PROPERTY
Commercial and rural real estate CRM — appraisals, campaigns and leasing
Owner relationships kept warm for years, campaigns reported in numbers rather than adjectives, and a leasing book built on expiry dates.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“An owner you met four years ago listed with someone who stayed in touch.”
- 02
“A campaign report said "good interest" to a vendor who wanted a number.”
- 03
“A tenant started looking twelve months out, told nobody, and you found out when the sign went up.”
THE SYSTEM
The commercial & rural real estate system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Opportunities
- Sale Campaigns
- Leasing
3 forms
- Tell us what you are looking at
- Tenant requirement
- How did we do?
2 booking links
- Inspection and market appraisal (60 min)
- Portfolio or succession conversation (45 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to next-day callback
- inspection booked prompts the lease schedule and comparables pull
- proposal follow-up
- settled cards diarise a six-monthly contact for five years
THE INSIGHT
“Weighted average lease term moves value more than the building does, which makes the most valuable pre-sale work not painting — it is the lease conversation with the tenant eighteen months out. There is a lease-expiry approach email in here for exactly that. **CTA** · See how a commercial agent runs on it **Meta** · *Commercial & Rural Real Estate CRM for NZ Agents | Penguin Pilot* — Long-cycle owner relationships, campaigns reported in numbers, and a leasing book built on expiry dates. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES