Contacts and deals
Every client, with a clear next step.
From the first message to the paperwork. ByDomu tells you who to call today and why, so no client goes cold.
New1
Talking1
Viewing2
Offer1
Paperwork1
What Contacts and deals includes
Next step
Every deal says what to do today.
Automatic matches
The listings that fit each client.
How the team is doing
Who replies, what closes and what goes cold.
Who it is for
For anyone juggling many clients at once.
If your clients live today in a spreadsheet, on phones and in each agent’s memory, here they sit in one place, with what they’re looking for, what was said and what to do next.
- Independent agents
- Agencies with a team
- Sales managers
- Developers with a sales office
How it works
From a contact list to a team that knows what to do today.
- Step 1
Bring your clients as they are
Upload a CSV, a ZIP with listings and their photos, or bring your data from another system with a chat that guides you. ByDomu finds duplicates and suggests how to merge them.
- CSV, ZIP with photos or from another system
- Duplicates detected, with a merge suggestion
Import- clients.csv1,240 contactsImported
- inventory.zipListings with their photosImported
- Possible duplicateLaura Gómez appears twiceMerge
- Step 2
Every client, with their story
Their code, what they want, their deals, conversations, notes and voice notes. An interest score tells you how warm they are and why.
- Interest score with the reasons
- Tags, custom fields and smart lists
C-0318 · Mateo Ruiz- High interestVisited and replies the same day
- Looking for a house in GuarneUp to $900,000,000 COP · 3 bedrooms
- N-0145 · ViewingNext step: send the offerToday
- Voice note from JuanLiked the patio, unsure about access
- Step 3
The listings that fit them
ByDomu matches what each client wants with your inventory. When a new listing comes in, it tells you who it suits, including your partners’ inventory on Red Domu.
- Tells you when something comes in that suits someone
- Noa can send the listing with the match template
House in GuarneFits 3 clients- MRMateo RuizBudget, area and bedroomsFits
- APAna PérezWants a patio and it’s in her areaFits
- PSPedro SalazarA little above his budgetClose
Mateo asked for a patio: show him this one first.
- Step 4
How the team is doing
The “Today” view gathers what each agent has to do, and a queue collects idle deals to revive. You see who replies, what moves forward and what is going cold.
- Leads routed to the listing agent or by workload
- A loss reason on every deal that falls through
TeamThis week- CACarolina12 deals · 3 at offerOn track
- JOJuan4 clients with no reply for 5 daysReview
- ANAna2 closings this weekWon
- To revive6 idle deals
Everything included
Every feature, one by one.
What Contacts and deals does today, no fine print.
Contacts
- Readable codesC- for contacts, N- for deals, P- for listings.
- Interest scoreWith the detail of what raises it and what lowers it.
- No duplicatesSpots duplicate contacts and suggests merging them.
- Tags and segmentsSaved views and smart lists that update themselves.
- Custom fieldsStore what your agency needs to know.
Deals
- Board and tableBy stage or as a list, as you prefer.
- Stages your wayChange them or start from a template.
- Next stepEvery deal says what to do, and focus mode shows you only that.
- Offers and quotesWith collaborators and documents on every deal.
- Loss reasonTo learn why deals fall through.
Team
- Lead routingTo the listing agent or whoever has the lightest load.
- Tasks and goalsWhat’s due today and where everyone is headed.
- AnalyticsBy agent and by pipeline stage.
- Automatic progressThe deal changes stage when the right thing happens.
- Tenant screeningCheck the applicant with Truora before renting.
Before and after
What changes in your day.
Without ByDomu
- Clients live in a spreadsheet nobody updates
- Each agent decides who to call from memory
- A listing comes in and nobody remembers who wanted it
- The manager hears about lost deals at month-end
With Contacts and deals
- Every client has a record, a code and a history
- The “Today” view says who to call and why
- ByDomu tells you who each listing suits
- Idle deals show up before they’re lost
Use cases
How each kind of agency uses it.
Independent agentYour day, in one list
You open “Today” on your phone and see who to call, which offer to send and which client has a new listing that fits.
Sales managerYou know what’s going on without asking
You see the pipeline by agent, the loss reasons and the idle deals, and route leads with clear rules.
Rentals agencyFrom applicant to tenant
Each applicant arrives with what they want, gets matched with available units and goes through Truora screening before signing.
Can I bring my data from another system?
Yes. You can upload a CSV or a ZIP with listings and photos, migrate from Wasi with a chat that walks you through it, or connect EasyBroker or Tokko.
How does ByDomu know who to call today?
Every deal has a next step based on its stage and what last happened: a viewing with no outcome, an offer with no reply, days without contact. The “Today” view gathers them for each agent.
Can I change the stages?
Yes. You create, rename and reorder them as you like, or start from a template for sales or rentals.
Does it work with HubSpot?
Yes, ByDomu syncs with HubSpot so your contacts are on both sides.
Which plan includes it?
Every plan, with unlimited contacts, custom fields and automatic matching. From Business you also get automatic stage progress, pipeline analytics and alerts when a deal sits too long in a stage.