CRM for real estate

From the first hello to handing over the keys.

Bring leads, viewings and proposals together. Every agent knows who to follow up with and the next step toward closing the deal.

Start free Explore workflows

For agents, real estate agencies and developers

Real estate advisor holding a tablet in a contemporary apartment overlooking the city.

Example workflow

Viewing confirmed

Assigned agent and conversation history in one place.

Every property. Every opportunity.

01Lead received
02Viewing booked
03Contract signed

Your team’s everyday reality

We know what it’s like not to have a CRM...

Scattered conversations, tasks left to memory and opportunities without follow-up. Does any of this sound familiar?

Lead chega no WhatsApp pessoal do corretor e some quando ele sai de férias
Visita agendada sem confirmação vira no-show e tempo perdido
Proposta enviada por PDF no chat sem rastrear se o cliente abriu ou respondeu
Time comercial sem visão única de qual imóvel cada lead está negociando
Follow-up manual em planilha quando o cliente “some” depois da visita

Inside the product

One operation. Every possibility.

DataModel · GTM

Model your processes by GTM motion

Define phases, fields, and routing rules per board.

Boards + data modelUsage example

Each stage asks for what matters.

New
Qualification
Proposal

Ana Costa

Opportunity in qualification

Interest: A plan for the team
Owner: Marina
Next step: Schedule a demo

The opportunity keeps its data and next step together.

RevOps · Automations

Automate your company end to end

Visual workflows that fire when cards change phase.

Visual automationUsage example

Set the rule. Keep the work moving.

A card enters qualification
The stage change starts the workflow.
Send a welcome message
An approved template opens the conversation.
Create a task for the owner
The team gets the next step with context.

One rule connects all three actions.

Channels · Omnichannel

Connect your communication channels

Official WhatsApp, Instagram, and Telegram in one inbox.

Conversations + CRMUsage example

Every conversation brings its history.

WhatsApp
Instagram
Email

Customer · WhatsApp

Hi! Can we revisit the proposal I received?

Your team · Perpetuus

Of course, Ana. Your proposal is right here. Let’s work through the details together.

Conversation, proposal and owner in one place.

The solution

What changes with Perpetuus

Fewer disconnected tools, more conversation and pipeline in one place.

Inbox compartilhada com WhatsApp API oficial: todo o time vê a conversa no mesmo lugar

Board por empreendimento ou corretor com fases do funil imobiliário (lead → visita → proposta → contrato)

Automação de confirmação de visita, lembrete 24h antes e reativação de lead frio

Card com histórico completo: imóvel de interesse, renda, documentos e próxima ação

Campanhas segmentadas para lançamentos, imóveis parados e base de compradores antigos

Templates

Ready workflows

Operation templates you adapt to your team, phases, automations, and triggers designed for Imóveis.

Workflow 1

Captação de lead de imóvel

Padroniza o primeiro atendimento quando o lead chega pelo portal ou WhatsApp.

Pipeline phases

1Novo lead
2Qualificado
3Visita agendada
4Em negociação
5Fechado / Perdido

Included automations

Boas-vindas automática com perguntas de perfil (compra, aluguel, faixa de preço)
Distribuição por corretor ou região quando o lead responde
Tarefa de follow-up se não houver resposta em 2 horas

Workflow 2

Agendamento e confirmação de visita

Reduz no-show com lembretes e confirmação antes da visita ao imóvel.

Pipeline phases

1Visita solicitada
2Confirmada
3Realizada
4Feedback coletado

Included automations

Mensagem de confirmação 24h e 2h antes da visita
Se o lead não confirmar, alerta o corretor para ligar
Após a visita, envio automático de pesquisa de interesse

Workflow 3

Proposta até contrato

Acompanha negociação comercial após a visita até o fechamento.

Pipeline phases

1Proposta enviada
2Em análise
3Contrato
4Assinado

Included automations

Lembrete ao corretor se a proposta ficar parada mais de 3 dias
Notificação interna quando o cliente pede ajuste de valor
Tarefa de documentação quando a proposta é aceita

From campaign to board

From first click to closed deal. Connected.

Know where each opportunity came from, follow the conversation and see the next step through to the close.

From source to closeUsage example

Follow the whole opportunity.

An ad sparks interest
The source campaign is recorded.
The conversation starts on WhatsApp
The contact arrives with campaign context.
Qualification becomes an opportunity
The board holds the data, stage and owner.
The sale keeps its source
Connect the result to the campaign that brought the lead.

One story, from the first click to the sale.

Attribution that survives handoffs
Campaign and channel stay with the opportunity.
Qualification at the edge
Collected information reaches the salesperson.
A board that forces motion
Every opportunity has a stage, owner and next step.
Metrics that finance trusts
See which channels and stages drive results.

Official WhatsApp Business API

Official WhatsApp, ready to operate at scale.

Meta Cloud API: templates, agents, AI bots, and governance on one number, no fragile Web sessions.

Official WhatsAppUsage example

One number. Your whole team.

Official Meta API
Team inbox

Customer · WhatsApp

Hi! I spoke to the assistant. Can someone on the team help me now?

Your team · Perpetuus

Of course, Ana. I’m Marina. I have your conversation history and will take it from here.

Bots and teammates share the same conversation history.

Official Meta Cloud API
Approved templates for campaigns & follow-ups
Multiple agents, one number
AI bots with CRM history
Meta pricing, no intermediary fee

SLA and automated follow-up

The lead hasn’t replied. Your process keeps moving.

Set deadlines for each stage. When time runs out, a rule can create a task, send a follow-up or notify the owner.

Follow-up ruleUsage example

No reply? The next step happens.

A new opportunity arrives
The response window starts counting.
10 minutes without a reply
The time condition activates your rule.
A task reaches the salesperson
With an owner and a deadline to follow up.

The time is an example: you set the rule for each stage.

Automatic first response
Timers by board stage
Follow-ups with approved templates
Tasks with owner and due date
Alerts before bottlenecks become losses

Automation removes forgetfulness from the operation without removing reps from the conversations that matter.

Plans

Invest in processes, not chaos

Start free. Scale when results show up.

Origin

For solo founders exploring the platform.

Free

No card required

1 user
300 contacts
3 boards
1,000 automations/month
1 chat channel

Available on paid plans

Segments and campaigns
Teams and AI agents
VoIP, email, Meet, Meta, and conversions

Start free

Ignite

Dominion

Scale with priority support and the partner program.

R$ 150/user/month

Minimum 2 seats (R$ 300/month)

Unlimited users
50,000 contacts
Unlimited boards
200,000 automations/month
Bulk campaigns
AI agents
Unlimited channels
VoIP · Email · Meet · Meta · Conversions
Partner program

Partner program with details and contact.

FAQ

FAQ: Imóveis

O Perpetuus serve para imobiliária pequena ou só para rede grande?

Serve para ambos. Imobiliárias com 2 corretores ganham inbox compartilhada e funil claro; redes maiores usam boards por empreendimento e campanhas de lançamento.

Consigo usar o WhatsApp oficial sem perder o número atual?

Sim, com a API oficial do WhatsApp Business você mantém o canal profissional com histórico no CRM. A migração depende do provedor e do status do número, o time orienta na configuração.

Dá para ter um board por empreendimento?

Sim. O DataModel permite criar pipelines com fases e campos específicos por tipo de operação: lançamento, revenda, locação ou incorporação.

Other verticals