{"id":353,"date":"2026-09-18T08:57:02","date_gmt":"2026-09-18T07:57:02","guid":{"rendered":"https:\/\/inmoprocrm.com\/real-estate-crm-course\/"},"modified":"2026-09-18T09:02:17","modified_gmt":"2026-09-18T08:02:17","slug":"real-estate-crm-course","status":"publish","type":"page","link":"https:\/\/inmoprocrm.com\/en\/real-estate-crm-course\/","title":{"rendered":"InmoProCRM course: how to use the real estate CRM step by step"},"content":{"rendered":"\n<div class=\"ip-curso__intro\"><p>This free course shows, step by step and in the real CRM, everything a real estate agency can do with InmoProCRM. Each video runs one to five minutes and comes with subtitles, chapters and the full transcript below, if you prefer to read.<\/p><a class=\"ip-btn ip-btn--primary\" href=\"https:\/\/app.inmoprocrm.com\/registro\">Try InmoProCRM free<\/a><\/div>\n<ol class=\"ip-curso__index\"><li><a href=\"#tutorial-1\">Getting started<\/a><\/li><li><a href=\"#tutorial-2\">Contacts<\/a><\/li><li><a href=\"#tutorial-3\">Properties<\/a><\/li><li><a href=\"#tutorial-4\">Contracts and e-signature<\/a><\/li><li><a href=\"#tutorial-5\">Tasks, viewings and viewing sheets<\/a><\/li><li><a href=\"#tutorial-6\">Sales pipelines<\/a><\/li><li><a href=\"#tutorial-7\">Offers and deals<\/a><\/li><li><a href=\"#tutorial-8\">WhatsApp<\/a><\/li><li><a href=\"#tutorial-9\">Smart Inbox and lead qualification<\/a><\/li><li><a href=\"#tutorial-10\">Statistics<\/a><\/li><li><a href=\"#tutorial-11\">Agency, offices and team<\/a><\/li><li><a href=\"#tutorial-12\">Areas, tags and custom fields<\/a><\/li><li><a href=\"#tutorial-13\">Importing your portfolio<\/a><\/li><li><a href=\"#tutorial-14\">Publishing on portals<\/a><\/li><li><a href=\"#tutorial-15\">Your website and the WordPress plugin<\/a><\/li><li><a href=\"#tutorial-16\">Email, calendar and integrations<\/a><\/li><li><a href=\"#tutorial-17\">The mobile app<\/a><\/li><li><a href=\"#tutorial-18\">Help, profile and subscription<\/a><\/li><\/ol>\n<section class=\"ip-curso__item\" id=\"tutorial-1\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/0MC94a7Vp1Q?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Getting started with InmoProCRM, the free real estate CRM | Tutorial 1\" aria-label=\"Play: Getting started\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/0MC94a7Vp1Q\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Getting started with InmoProCRM, the free real estate CRM | Tutorial 1\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 1 of 18<\/span><h2>Getting started<\/h2><p>Start using InmoProCRM, the real estate CRM built by real estate agencies. In this first video you tour the dashboard and learn to find your way around the CRM in two minutes.<\/p><h3>What you will learn<\/h3><ul><li>What the dashboard shows you: tasks, alerts and most sellable homes<\/li><li>How to use global search to find contacts and properties<\/li><li>How to ask the assistant about your own data<\/li><li>Where to switch office and language<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=0MC94a7Vp1Q&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> The dashboard<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=0MC94a7Vp1Q&#038;t=36s\" target=\"_blank\" rel=\"noopener\"><time>0:36<\/time> Notifications and most sellable homes<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=0MC94a7Vp1Q&#038;t=52s\" target=\"_blank\" rel=\"noopener\"><time>0:52<\/time> Global search<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=0MC94a7Vp1Q&#038;t=62s\" target=\"_blank\" rel=\"noopener\"><time>1:02<\/time> The assistant<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=0MC94a7Vp1Q&#038;t=73s\" target=\"_blank\" rel=\"noopener\"><time>1:13<\/time> Office, language and alerts<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>Welcome to InmoPro CRM. When you log in, you land on the dashboard, a summary of your day: what you need to do, what has happened, and what deserves a look. On the left is the menu with every tool: contacts, properties, tasks, pipelines, offers, deals and statistics. Settings are at the bottom. Your tasks show what&#039;s pending, sorted by priority. One click takes you to the full calendar. Recent alerts flag what matters: newly assigned contacts, hot leads, or properties that have just been published. Click alerts to open the notification center, with every notice in one place. Mark them as read one by one, or all at once. Most sellable homes shows the properties with the most interested buyers. The thermometer shows how hot each one is, and you can adjust it by hand. With global search you find any contact or property in seconds, by name, phone, email or reference. The assistant answers questions about your own data and about how to use the CRM. For example: how many properties do I have available for sale? At the bottom left you choose the office you work in and the CRM language: Spanish, English, French or Portuguese. Here you also have your requests, your alerts, and the plan you&#039;re on.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=0MC94a7Vp1Q\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-2\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/8Jlhb1Rj3AI?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"How to manage contacts and clients in a real estate CRM | Tutorial 2\" aria-label=\"Play: Contacts\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/8Jlhb1Rj3AI\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"How to manage contacts and clients in a real estate CRM | Tutorial 2\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 2 of 18<\/span><h2>Contacts<\/h2><p>Learn to manage buyers, tenants and owners in InmoProCRM: from adding a contact to automatically matching them with your property portfolio.<\/p><h3>What you will learn<\/h3><ul><li>Filter and bulk-edit contacts<\/li><li>Add a contact with automatic lead scoring<\/li><li>Save what the client is looking for and draw their areas on the map<\/li><li>See matching properties, mark won or lost, and merge duplicates<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=8Jlhb1Rj3AI&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> List and filters<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=8Jlhb1Rj3AI&#038;t=28s\" target=\"_blank\" rel=\"noopener\"><time>0:28<\/time> Adding a contact<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=8Jlhb1Rj3AI&#038;t=70s\" target=\"_blank\" rel=\"noopener\"><time>1:10<\/time> The contact record<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=8Jlhb1Rj3AI&#038;t=85s\" target=\"_blank\" rel=\"noopener\"><time>1:25<\/time> Interests and areas on the map<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=8Jlhb1Rj3AI&#038;t=113s\" target=\"_blank\" rel=\"noopener\"><time>1:53<\/time> Property matches<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=8Jlhb1Rj3AI&#038;t=127s\" target=\"_blank\" rel=\"noopener\"><time>2:07<\/time> Conversation, documents and offers<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=8Jlhb1Rj3AI&#038;t=145s\" target=\"_blank\" rel=\"noopener\"><time>2:25<\/time> Won, lost and merging contacts<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>Contacts holds all your clients: buyers, tenants, owners and partners. For each one you see their status, how hot the lead is, and who owns it. Filter by profile, status, operation type, owner, pipeline stage or budget. And save the search if you&#039;ll run it again. Select several contacts to edit them together, for example to change their owner or their status. To add a contact, click new contact. Enter the first name, last name, phone and email. With the phone number you can message them on WhatsApp right from the CRM. Under classification, choose the owner, the pipeline and its stage, and where the contact came from: the lead source. Fill in any details you need, like preferred language or category, plus your agency&#039;s custom fields. Click save and open record. The CRM scores the lead automatically based on budget, urgency and the channel it came from, and tells you if it&#039;s a hot lead. This is a contact record. On the right you have their details, custom fields, and the assigned owner, which you can change from here. To correct anything, click edit. You get the same form as when you created the contact, already filled in. Interests store what they&#039;re looking for: operation, property type, budget, bedrooms and features. That&#039;s the basis for matching them with your properties. You can add several different searches. With define areas of interest, you draw on the map exactly where they want to live, and matching only considers properties inside those areas. Activity holds the full history: notes, calls, viewings and emails. Add a note or create a task for this contact without leaving the record. The matches tab shows the properties in your portfolio that fit what they want, ranked by score. Mark the ones they like and dismiss the rest. If the contact is an owner, properties shows the listings they&#039;ve asked you to sell or rent, and lets you add more. In conversation you email the client, and the whole thread is saved on their record, replies included. Documents stores their ID, the listing agreement, or any file from the client. And offers lists every offer they&#039;ve made, with its amount and status. When the deal is done, mark the contact as won or lost, with the reason. That way your statistics know what works. If the same client was added twice, merge the two contacts into one. And if someone must not be contacted, add them to the blacklist. When merging, the contact on the left is the one that stays. Choose which value to keep from each, and their notes, tasks and documents move to the merged record.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=8Jlhb1Rj3AI\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-3\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/lOsGfgDtkkA?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"How to add property listings and write descriptions with AI | Tutorial 3\" aria-label=\"Play: Properties\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/lOsGfgDtkkA\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"How to add property listings and write descriptions with AI | Tutorial 3\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 3 of 18<\/span><h2>Properties<\/h2><p>Everything about managing your portfolio in InmoProCRM: filter your properties, add a new one with an AI-generated description, and use the property record to find buyers and close the sale.<\/p><h3>What you will learn<\/h3><ul><li>Filter your portfolio and save searches<\/li><li>Add a property with its location on the map, photos and an AI description<\/li><li>Find compatible buyers from the property record<\/li><li>Comparable-based valuation, mortgage calculator and PDF brochure for the client<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=lOsGfgDtkkA&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> List and filters<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=lOsGfgDtkkA&#038;t=34s\" target=\"_blank\" rel=\"noopener\"><time>0:34<\/time> Notes, sorting and bulk actions<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=lOsGfgDtkkA&#038;t=50s\" target=\"_blank\" rel=\"noopener\"><time>0:50<\/time> Adding a property<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=lOsGfgDtkkA&#038;t=103s\" target=\"_blank\" rel=\"noopener\"><time>1:43<\/time> AI description and photos<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=lOsGfgDtkkA&#038;t=124s\" target=\"_blank\" rel=\"noopener\"><time>2:04<\/time> The property record<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=lOsGfgDtkkA&#038;t=159s\" target=\"_blank\" rel=\"noopener\"><time>2:39<\/time> Compatible buyers<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=lOsGfgDtkkA&#038;t=170s\" target=\"_blank\" rel=\"noopener\"><time>2:50<\/time> Offers, documents and viewings<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=lOsGfgDtkkA&#038;t=196s\" target=\"_blank\" rel=\"noopener\"><time>3:16<\/time> Valuation, mortgage and PDF report<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>Properties holds your whole portfolio. Each card sums up the essentials: status, reference, price, size and address. Filters find any property in seconds. For example, available flats for sale between four hundred and eight hundred thousand euros. If you run a search often, save it with a name and it&#039;s always one click away. And if you&#039;re showing your screen to a client, hide the addresses with this button. You can also search the internal notes, sort by price or date, and choose how many properties to show per page. For bulk changes, tick several properties, choose the bulk action and apply it to all of them at once. Let&#039;s add a new property with the add property button. Start with the address: as you type, the CRM looks it up on Google Maps and pins the property on the map. Then choose the area, which is required to publish it as available. Fill in the features: reference, status, price, size, bedrooms and bathrooms. If you don&#039;t want the price shown on your website, tick hide price on web. The matching price is the one the CRM uses to find compatible buyers, even if the advertised price is different. Add tags like terrace or pool, and links to the video or virtual tour if you have them. Private data is what the client never sees: who brought in the listing, the commission, the type of agreement and the mandate dates. This is also where you link the owner. Give it a title and, if you&#039;re short on time, click generate with AI. The CRM writes the description from the features, and you fine-tune it afterwards. Upload photos by dragging them in or with the button. The first one becomes the cover. Choose which portals to publish it on and click create property. It&#039;s now in your portfolio, and you&#039;re taken straight to its record. This is a property record. At the top are the main actions: share, edit, duplicate, or add a task. The status bar shows where it stands: prospect, available, reserved or sold. One click changes it. Everything is on one screen: the gallery, who brought in the listing, the owners, the features, private data, and the location on the map. The activity tab keeps the property&#039;s history. Write a note for your team, click save, and use the filter to see only what you need. In the match tab, the CRM compares the property with what your contacts are looking for and suggests the ones that fit, ranked by score. Mark them as interested or dismiss them, and the CRM remembers your decision. To log an offer, click new offer, find the client, enter the amount and the conditions, and save. No offer gets lost. Documents stores the land registry extract, the energy certificate, or any file for the property. Just drag it here. Scheduled viewings appear in the activity with a sign button. You&#039;ll see how the viewing sheet is signed, step by step, in the tasks video. Price history shows how the price has evolved, and every change it has had. The valuation estimates the property&#039;s price from comparables in your own portfolio. The mortgage calculator shows the buyer the monthly payment and the real costs of the purchase. Generate PDF report creates a brochure for the client. You choose how many photos to include, whether to show the full address, and even the language of the report. And download photos gets you every image of the property in one go.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=lOsGfgDtkkA\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-4\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/4zNyyBhWv1c?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Real estate contracts with e-signature from your CRM | Tutorial 4\" aria-label=\"Play: Contracts and e-signature\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/4zNyyBhWv1c\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Real estate contracts with e-signature from your CRM | Tutorial 4\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 4 of 18<\/span><h2>Contracts and e-signature<\/h2><p>Generate deposit contracts, reservations and listing agreements with the data filled in automatically, and have the client sign in person or remotely from their phone.<\/p><h3>What you will learn<\/h3><ul><li>Create contract templates with automatic placeholders<\/li><li>Generate a contract from the property<\/li><li>Sign in person with a finger, or send for signature by email<\/li><li>What the client sees, and how to download the signed PDF<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=4zNyyBhWv1c&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> Contracts and templates<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=4zNyyBhWv1c&#038;t=21s\" target=\"_blank\" rel=\"noopener\"><time>0:21<\/time> Creating a template with placeholders<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=4zNyyBhWv1c&#038;t=43s\" target=\"_blank\" rel=\"noopener\"><time>0:43<\/time> Generating the contract<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=4zNyyBhWv1c&#038;t=63s\" target=\"_blank\" rel=\"noopener\"><time>1:03<\/time> Signing in person<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=4zNyyBhWv1c&#038;t=74s\" target=\"_blank\" rel=\"noopener\"><time>1:14<\/time> Sending for remote signature<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=4zNyyBhWv1c&#038;t=91s\" target=\"_blank\" rel=\"noopener\"><time>1:31<\/time> What the client sees and the signed PDF<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>Contracts are generated right from the CRM: deposit agreements, reservations, listing agreements, or your own. And clients can sign them in person or remotely. It all starts in settings, under contract templates. Three come ready to use: the deposit contract, the reservation document, and the sale listing agreement. To create your own, click new template, give it a name and a type, and paste in the text of your contract. Wherever a piece of data belongs, click its placeholder: the client&#039;s name, their ID number, the property address or the price. When the contract is generated, the CRM fills them in. When you reach an agreement, click contract, choose a template and the client, and the CRM fills in the property, owner and client details for you. The contract opens already filled in. You can adjust any clause before signing, and save your changes. If the client is with you, click sign. They sign with a finger or the mouse, and the CRM generates the final PDF with the signature. If they&#039;re far away, click send for signature. Choose their email or type it in, and the CRM sends them a personal link to sign from their phone. Until they sign, the contract stays pending. You can copy the link to send it on WhatsApp, or cancel the request. This is what the client sees: the full contract and, at the bottom, their name, the consent checkbox, and the signature box. Nothing to download, no account to create. As soon as they sign, the contract shows as signed. You download the PDF from the contract itself, with its signature certificate, and both of you receive it by email.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=4zNyyBhWv1c\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-5\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/_Im7Eag92vA?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Calendar, viewings and signed viewing sheets in your CRM | Tutorial 5\" aria-label=\"Play: Tasks, viewings and viewing sheets\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/_Im7Eag92vA\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Calendar, viewings and signed viewing sheets in your CRM | Tutorial 5\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 5 of 18<\/span><h2>Tasks, viewings and viewing sheets<\/h2><p>Organize your agency&#039;s calendar, schedule viewings with automatic reminders, and get the viewing sheet signed by the client on a phone or tablet.<\/p><h3>What you will learn<\/h3><ul><li>Filter the calendar and sync it with Google Calendar or Outlook<\/li><li>Create a viewing linked to the contact and the property<\/li><li>Sign the viewing sheet on a phone and generate the PDF<\/li><li>Send the viewing report to the owner<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=_Im7Eag92vA&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> The calendar<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=_Im7Eag92vA&#038;t=37s\" target=\"_blank\" rel=\"noopener\"><time>0:37<\/time> Creating a viewing<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=_Im7Eag92vA&#038;t=85s\" target=\"_blank\" rel=\"noopener\"><time>1:25<\/time> Signing the viewing sheet<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=_Im7Eag92vA&#038;t=123s\" target=\"_blank\" rel=\"noopener\"><time>2:03<\/time> Report to the owner<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=_Im7Eag92vA&#038;t=146s\" target=\"_blank\" rel=\"noopener\"><time>2:26<\/time> Completing tasks<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>Tasks is your whole team&#039;s calendar: calls, viewings, emails, property offers, mandates and signings. Every task is linked to its contact and its property. At the top you filter by status: pending, overdue, completed or all. Overdue tasks are the ones past their date, so nothing slips through. You can also search by text, show only one person&#039;s tasks, or filter by task type or dates. And if you use Google Calendar or Outlook, sync your calendar with these buttons to see your tasks on your phone too. Let&#039;s create a task. Click new task. Write a title that&#039;s clear at a glance and choose the type. Here we&#039;ll schedule a viewing. Set the date and time, and who&#039;s in charge. You can assign it to anyone in your office. Link it to the contact and the property, so the task also shows up on their records. For viewings, the CRM sends the client a reminder by email and WhatsApp the day before. They&#039;re ticked by default: untick them if you don&#039;t want to send it, and add the property address if you like. Add any details you need and save. The task is now on the calendar. Now, the most important part of a viewing: the signed viewing sheet. Find the viewing in the calendar and click the sign button. The signature sheet opens. Hand your phone or tablet to the client so they can sign with their finger right here. If they make a mistake, click clear signature and start again. Click save and finish. The CRM generates the viewing sheet as a PDF with the property, the client and the signature, marks the viewing as completed, and emails the client a copy. The viewing is now completed, and you can open the signed sheet from here whenever you need it. After the viewing, let the owner know how it went. Click send report. Describe the viewing, note the positives and negatives the client saw, and their final opinion. Choose which owners to send it to and click send report. If it isn&#039;t needed, click not necessary, and the viewing is closed anyway. Mark the rest of your tasks as completed as soon as you do them, one by one, or several at once with mark completed.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=_Im7Eag92vA\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-6\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/FCECoRATODM?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Sales pipelines for real estate agencies: how to use them | Tutorial 6\" aria-label=\"Play: Sales pipelines\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/FCECoRATODM\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Sales pipelines for real estate agencies: how to use them | Tutorial 6\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 6 of 18<\/span><h2>Sales pipelines<\/h2><p>See where every client stands, from first contact to deposit, and spot the ones that have been stuck too long.<\/p><h3>What you will learn<\/h3><ul><li>What a real estate sales pipeline is<\/li><li>Move clients between stages by dragging their card<\/li><li>Filter stalled contacts<\/li><li>Create and edit your own pipelines<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=FCECoRATODM&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> Your pipelines<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=FCECoRATODM&#038;t=12s\" target=\"_blank\" rel=\"noopener\"><time>0:12<\/time> The board by stage<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=FCECoRATODM&#038;t=27s\" target=\"_blank\" rel=\"noopener\"><time>0:27<\/time> Moving clients and stalled contacts<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=FCECoRATODM&#038;t=40s\" target=\"_blank\" rel=\"noopener\"><time>0:40<\/time> Creating and editing pipelines<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>A pipeline is the path a client follows, from their first message to the signature. Pipelines shows the ones your agency has, and how many contacts are in each. Open one and you get the board by stage: lead, contact, property offering, first viewing, second viewing, offer, deposit and closing. Each card is a contact. Each card shows the name, the owner, and how long they&#039;ve been stuck in that stage. One click opens their record. To move a client forward, drag their card to the next stage. The CRM saves the change instantly and logs it in their history. Filter the board by owner, or show only stalled contacts, the ones that haven&#039;t moved for too long. You can create your own pipelines with the stages you really use: for example, an owner acquisition pipeline separate from your sales one. And any pipeline can be edited: rename its stages, or add new ones when the way you work changes.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=FCECoRATODM\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-7\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/YLy2UHBOu0A?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Offers, deals and commissions for your real estate agency | Tutorial 7\" aria-label=\"Play: Offers and deals\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/YLy2UHBOu0A\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Offers, deals and commissions for your real estate agency | Tutorial 7\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 7 of 18<\/span><h2>Offers and deals<\/h2><p>Log every offer you receive, accept or reject it, and turn the closed sale into a deal with commissions split between the listing agent and the selling agent.<\/p><h3>What you will learn<\/h3><ul><li>Log and filter offers<\/li><li>Accept an offer and create the deal<\/li><li>Follow the negotiation history<\/li><li>Split fees between the listing and selling agents<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=YLy2UHBOu0A&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> Offers<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=YLy2UHBOu0A&#038;t=18s\" target=\"_blank\" rel=\"noopener\"><time>0:18<\/time> Logging an offer<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=YLy2UHBOu0A&#038;t=36s\" target=\"_blank\" rel=\"noopener\"><time>0:36<\/time> Accepting and the offer page<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=YLy2UHBOu0A&#038;t=52s\" target=\"_blank\" rel=\"noopener\"><time>0:52<\/time> Deals and commissions<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>Offers lists every offer you&#039;ve received, across all your properties, with its amount and status: pending, accepted or rejected. Filter by reference, owner, type, status, price range or month, to see, for example, every pending offer this month. To log an offer, choose the property and the client making it. Say whether it&#039;s to buy or to rent, the amount offered, the dates and the conditions. Save, and the offer appears on the property and on the client&#039;s record. From the list you accept or reject each offer. When you accept one, the CRM suggests creating the deal. Every offer has its own page, with the property, the client, the conditions, and the negotiation history: every counteroffer and every status change. A deal is a sale or rental that&#039;s actually closed: the real money. Here you see the ones you&#039;re handling, with their amount and fees. When you create one, you choose the property and the client, the type and status, the closing price and the agency fees. Enter who brought in the listing and who closed the sale: the CRM splits the commissions and adds them to each agent&#039;s statistics.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=YLy2UHBOu0A\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-8\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/Ez_ohw8eKqE?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"WhatsApp in your real estate CRM: send messages and properties | Tutorial 8\" aria-label=\"Play: WhatsApp\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/Ez_ohw8eKqE\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"WhatsApp in your real estate CRM: send messages and properties | Tutorial 8\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 8 of 18<\/span><h2>WhatsApp<\/h2><p>Connect your own WhatsApp number to the CRM and message clients or send them properties in one click, with everything logged on their record.<\/p><h3>What you will learn<\/h3><ul><li>Link WhatsApp by scanning the QR code<\/li><li>Send a message from the contact record<\/li><li>Send a property or a match by WhatsApp<\/li><li>Message the owner from the property record<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=Ez_ohw8eKqE&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> Linking WhatsApp<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=Ez_ohw8eKqE&#038;t=35s\" target=\"_blank\" rel=\"noopener\"><time>0:35<\/time> Sending a message<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=Ez_ohw8eKqE&#038;t=51s\" target=\"_blank\" rel=\"noopener\"><time>0:51<\/time> Sending properties and matches<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=Ez_ohw8eKqE&#038;t=71s\" target=\"_blank\" rel=\"noopener\"><time>1:11<\/time> Messaging the owner<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>With WhatsApp connected, you message your clients and send them properties without leaving the CRM, from your own number. In the menu, open WhatsApp. The first time, it shows as disconnected, with a link WhatsApp button. Clicking it shows a QR code. On your phone, open WhatsApp, go to settings, then linked devices, and tap link a device. Point the camera at the code, and within seconds the CRM detects the connection. You only do this once. Done: WhatsApp shows as connected. If you ever want to unlink it, you do it from here. Now go to a contact&#039;s record. At the top there are two new buttons: send message and send property. Click send message, type your text and send it. The message goes out from your WhatsApp and reaches the client instantly. With send property, search by reference or street, choose the property and confirm. The client gets the link to the listing on your website, and the send is logged in their activity. From the matches tab you can also send any property that fits by WhatsApp, with one click and a confirmation. And from a property&#039;s record, message the owner to keep them up to date. A tip: the CRM waits a few seconds between messages, so WhatsApp doesn&#039;t mistake your messages for spam.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=Ez_ohw8eKqE\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-9\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/8W8hO8Van5g?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Smart Inbox: capture and qualify leads from property portals | Tutorial 9\" aria-label=\"Play: Smart Inbox and lead qualification\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/8W8hO8Van5g\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Smart Inbox: capture and qualify leads from property portals | Tutorial 9\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 9 of 18<\/span><h2>Smart Inbox and lead qualification<\/h2><p>Leads that arrive by email from Idealista, Fotocasa and other portals automatically become assigned, scored contacts, with an auto-reply outside your office hours.<\/p><h3>What you will learn<\/h3><ul><li>Set up your inbound lead address<\/li><li>See which client and property each email was about<\/li><li>Score leads and detect urgency with AI<\/li><li>Configure the auto-reply by email and WhatsApp<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=8W8hO8Van5g&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> Smart Inbox and incoming leads<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=8W8hO8Van5g&#038;t=36s\" target=\"_blank\" rel=\"noopener\"><time>0:36<\/time> AI lead qualification<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=8W8hO8Van5g&#038;t=54s\" target=\"_blank\" rel=\"noopener\"><time>0:54<\/time> Auto-reply<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>Property portals send you leads by email. Smart Inbox reads them, works out which property they&#039;re about, and creates the contact in the CRM, already assigned and scored. No copying and pasting. To make it work, you get your own inbound address. Use it as the contact email on the portals, or forward the notifications you already receive to it. If you have several offices, each one can have its own address, so every lead lands in the right office. Here you see everything that has come in, with the client and property it detected. You can search by date, reference or client name. Lead qualification scores every new client and can reply automatically outside your office hours, with the message you write. Here you decide when a lead counts as hot and when to alert you. If you turn on AI, it reads the client&#039;s message and picks up urgency no rule would catch, like a buyer who needs to move this month. The auto-reply answers the lead as soon as it arrives: always, only outside office hours, or never. You set the days and the hours. Write the email subject and message, and the WhatsApp message. Below, the preview shows exactly what the client will receive.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=8W8hO8Van5g\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-10\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/hNm969hQpEk?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Statistics for real estate agencies: listings, sales and leads | Tutorial 10\" aria-label=\"Play: Statistics\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/hNm969hQpEk\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Statistics for real estate agencies: listings, sales and leads | Tutorial 10\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 10 of 18<\/span><h2>Statistics<\/h2><p>Find out whether your agency is doing well with the data already in your CRM: new listings versus sales, the conversion funnel, lead sources and each agent&#039;s productivity.<\/p><h3>What you will learn<\/h3><ul><li>Compare new listings and sales month by month<\/li><li>See where clients drop out of the funnel<\/li><li>Find out which portals bring real clients<\/li><li>Measure each agent&#039;s and office&#039;s productivity<\/li><\/ul><details><summary>Video transcript<\/summary><p>Statistics tells you whether the business is doing well, using the data already in your CRM. Nothing to fill in. The first chart compares new listings and sales month by month over the last year: if you list a lot and sell little, you&#039;ll see it straight away. The conversion funnel shows how many people go from contact to viewing, from viewing to offer, and from offer to sale. That&#039;s where you see which clients you&#039;re losing. Lead sources tell you which portals and channels bring in real clients, so you know where it&#039;s worth investing. And finally, each agent&#039;s productivity and each office&#039;s performance: viewings, offers and sales for each.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=hNm969hQpEk\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-11\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/3YmVFk1SDa8?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Set up your agency: offices, users, roles and permissions | Tutorial 11\" aria-label=\"Play: Agency, offices and team\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/3YmVFk1SDa8\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Set up your agency: offices, users, roles and permissions | Tutorial 11\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 11 of 18<\/span><h2>Agency, offices and team<\/h2><p>Set up InmoProCRM to work like your agency: company details, offices, users, custom roles and permissions, and the activity log.<\/p><h3>What you will learn<\/h3><ul><li>Add your logo, currency and viewing sheet terms<\/li><li>Create offices and invite your team<\/li><li>Define custom roles and permissions<\/li><li>Impersonate a colleague and review the activity log<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=3YmVFk1SDa8&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> Agency details<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=3YmVFk1SDa8&#038;t=26s\" target=\"_blank\" rel=\"noopener\"><time>0:26<\/time> Offices<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=3YmVFk1SDa8&#038;t=44s\" target=\"_blank\" rel=\"noopener\"><time>0:44<\/time> Users<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=3YmVFk1SDa8&#038;t=60s\" target=\"_blank\" rel=\"noopener\"><time>1:00<\/time> Roles and permissions<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=3YmVFk1SDa8&#038;t=81s\" target=\"_blank\" rel=\"noopener\"><time>1:21<\/time> Impersonation and activity log<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>Settings holds everything that makes the CRM work like your agency: company details, your team, and the tools you use every day. Start with your agency details: the logo, which appears on reports and contracts, your signature, country, time zone, and the currency you work in. Down here you set the terms that appear on the viewing sheet your clients sign: your fees and your conditions. Below are your offices. Every property and every contact belongs to one, so each team sees its own work without getting in the others&#039; way. To open a new office, give it a name, an address and a phone number. Then assign each user to theirs. In users you add your team, with their role and office, and see when each person last logged in. To add someone to your team, click new user, enter their name and email, and choose their role and office. They&#039;ll get an invitation to set their password. Roles decide what each person can see and do. Use the built-in ones, administrator, manager, agent and assistant, or create your own and adjust permission by permission. Inside each role, configure permissions lets you decide, for properties, contacts, tasks and offers, what they can view, create, edit or delete: only their own, or everything. Impersonate lets you see the CRM exactly as a colleague sees it, to help them or check their permissions. When you&#039;re done, click back to my account. And the activity log tells you who did what, and when: filter by user, data type, action or dates.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=3YmVFk1SDa8\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-12\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/CH4oXtd0Pus?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Areas, tags and custom fields in your real estate CRM | Tutorial 12\" aria-label=\"Play: Areas, tags and custom fields\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/CH4oXtd0Pus\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Areas, tags and custom fields in your real estate CRM | Tutorial 12\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 12 of 18<\/span><h2>Areas, tags and custom fields<\/h2><p>Adapt the CRM to the way you work: draw your areas on the map, create tags and lead sources, add custom fields and put your watermark on your photos.<\/p><h3>What you will learn<\/h3><ul><li>Create areas and draw the neighborhood on the map<\/li><li>Create tags and lead sources<\/li><li>Add custom fields to contacts and properties<\/li><li>Set up the watermark for your photos<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=CH4oXtd0Pus&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> Areas on the map<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=CH4oXtd0Pus&#038;t=38s\" target=\"_blank\" rel=\"noopener\"><time>0:38<\/time> Tags and lead sources<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=CH4oXtd0Pus&#038;t=60s\" target=\"_blank\" rel=\"noopener\"><time>1:00<\/time> Custom fields<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=CH4oXtd0Pus&#038;t=98s\" target=\"_blank\" rel=\"noopener\"><time>1:38<\/time> Watermark<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>The CRM adapts to your agency. In this video we create areas, tags, lead sources and custom fields. In areas, click add area and type the name of the neighborhood. Areas organize your portfolio, and they&#039;re required to mark a property as available. Then draw the neighborhood on the map by marking its corners. Later you can add that polygon to each client&#039;s search, and matching will know which properties fall inside. In tags you create the features you use to describe your properties and what your clients want: penthouse, renovated, sea views. Type the name and save. In lead sources, add every channel clients reach you through, like a portal, a billboard or a referral. Statistics will tell you which one works. Custom fields add the data your agency needs to contacts and properties, beyond what the CRM includes out of the box. Let&#039;s create a custom field. Choose whether it&#039;s for contacts or properties, and give it a name, for example, payment method. Choose the type: short text, long text, dropdown, single choice, or yes and no. For a dropdown, write one option per line. Tick whether it&#039;s required and click create custom field. It now appears in the list of contact fields. From now on it shows up in every contact&#039;s form, in its own section, and on their record. It&#039;s also included in the API. In watermarks you upload your logo and choose its size, position and transparency, so it&#039;s applied to your property photos. Pick the position and check the preview. Once saved, it&#039;s applied to every new photo you upload.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=CH4oXtd0Pus\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-13\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/v1Ib40YVfyQ?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Import properties and contacts from Excel or CSV | Tutorial 13\" aria-label=\"Play: Importing your portfolio\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/v1Ib40YVfyQ\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Import properties and contacts from Excel or CSV | Tutorial 13\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 13 of 18<\/span><h2>Importing your portfolio<\/h2><p>Bring your portfolio into InmoProCRM from an Excel file, a CSV or another CRM without typing anything: the importer matches your columns and flags rows with errors.<\/p><h3>What you will learn<\/h3><ul><li>Choose what to import: properties, contacts, offers or tasks<\/li><li>Upload your Excel or CSV file<\/li><li>Match the columns<\/li><li>Review the import result<\/li><\/ul><details><summary>Video transcript<\/summary><p>The import center brings in your portfolio from an Excel file, a CSV, or another CRM, so you don&#039;t have to type anything. Open import, go to bulk import, and choose what you&#039;re importing: properties, contacts, offers or tasks. Drag in your CSV or Excel file. It doesn&#039;t matter what your columns are called: we match them in the next step. The CRM matches the columns it recognizes, like reference, bedrooms or phone. Check each one, and pick the right field by hand for any that don&#039;t fit. Click start import. You&#039;ll see the progress row by row and, if any row has errors, which one, so you can fix it. And that&#039;s it: the imported properties appear in your portfolio, ready to match and publish.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=v1Ib40YVfyQ\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-14\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/HIrVLKcT7kE?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Publish properties on Idealista and other portals from your CRM | Tutorial 14\" aria-label=\"Play: Publishing on portals\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/HIrVLKcT7kE\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Publish properties on Idealista and other portals from your CRM | Tutorial 14\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 14 of 18<\/span><h2>Publishing on portals<\/h2><p>Publish your portfolio on Idealista, Fotocasa, thinkSPAIN, Kyero and other property portals from InmoProCRM, and decide on each property where it appears.<\/p><h3>What you will learn<\/h3><ul><li>Turn on the feeds for the portals you subscribe to<\/li><li>Connect Idealista with your client code<\/li><li>Send the feed address to Kyero and other portals<\/li><li>Choose which portals each property is published on<\/li><\/ul><details><summary>Video transcript<\/summary><p>Portal feeds publish your properties on the portals: Idealista, Fotocasa, thinkSPAIN, Kyero and many more. Turn on the ones you subscribe to, and the CRM takes care of the rest. Idealista works with your client code. Paste it in, connect, and the CRM prepares the feed Idealista will read. Here you also see what you need before it starts publishing. Other portals, like Kyero or Facilitea, read your portfolio from a feed address. Copy it and send it to the portal. And on each property you choose which portals it appears on. That way you decide what you publish, and where.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=HIrVLKcT7kE\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-15\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/iRp_MYQSsmI?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Real estate website with WordPress: the InmoPro Sync plugin | Tutorial 15\" aria-label=\"Play: Your website and the WordPress plugin\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/iRp_MYQSsmI\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Real estate website with WordPress: the InmoPro Sync plugin | Tutorial 15\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 15 of 18<\/span><h2>Your website and the WordPress plugin<\/h2><p>Publish your portfolio on your own website with InmoProCRM&#039;s WordPress plugin, included in every plan: designs, an importer, and website leads straight into your CRM.<\/p><h3>What you will learn<\/h3><ul><li>Get your license key<\/li><li>Install and connect the InmoPro Sync plugin<\/li><li>Choose the listing and property page designs<\/li><li>Receive your website&#039;s form leads in the CRM<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=iRp_MYQSsmI&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> Your license key<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=iRp_MYQSsmI&#038;t=21s\" target=\"_blank\" rel=\"noopener\"><time>0:21<\/time> The InmoPro Sync plugin<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=iRp_MYQSsmI&#038;t=53s\" target=\"_blank\" rel=\"noopener\"><time>0:53<\/time> The published website<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>Your portfolio can publish itself on your own website. My real estate website shows the three steps: have a WordPress site, install the InmoPro Sync plugin, and paste your license key. This is your key. Copy it with one click, and if it ever leaks, you can regenerate it from here. Below you see the websites you have connected. In your WordPress, the plugin shows up as InmoPro Sync. You install it like any other plugin, by uploading the file you download from the CRM. In its settings you paste the license key, and the plugin connects to your CRM. From then on, every property you publish appears on your website, with its photos and description. In the suite you choose how your properties look: the listing and property page designs, the colors and the search boxes. No need to touch your WordPress theme. And if your website already had properties, the importer brings them into the CRM, so you don&#039;t start from scratch. This is how the website looks: the CRM&#039;s properties published, with search and property pages. When you change a price in the CRM, it changes here. And most importantly: when someone fills in a property&#039;s form, that contact goes straight into your CRM, with the property they asked about and their lead score.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=iRp_MYQSsmI\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-16\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/O93ofPvfHBY?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Connect your email, Google Calendar and your software (API) | Tutorial 16\" aria-label=\"Play: Email, calendar and integrations\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/O93ofPvfHBY\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Connect your email, Google Calendar and your software (API) | Tutorial 16\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 16 of 18<\/span><h2>Email, calendar and integrations<\/h2><p>Connect InmoProCRM with the rest of your tools: the address your emails come from, Google Calendar or Outlook, and your own software through API keys and webhooks.<\/p><h3>What you will learn<\/h3><ul><li>Set up the sender and verify your domain<\/li><li>Sync tasks with Google Calendar or Outlook<\/li><li>Create an API key<\/li><li>Set up webhooks to receive notifications<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=O93ofPvfHBY&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> Email and calendar<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=O93ofPvfHBY&#038;t=26s\" target=\"_blank\" rel=\"noopener\"><time>0:26<\/time> API keys<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=O93ofPvfHBY&#038;t=49s\" target=\"_blank\" rel=\"noopener\"><time>0:49<\/time> Webhooks<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>In this video we connect the CRM with the rest of your tools: your email, your calendar, and your own software. In messaging you set the address the CRM&#039;s emails come from, and verify your domain so they don&#039;t end up in spam. In tasks, connect Google Calendar or Outlook, and your viewings and calls will also appear in your phone&#039;s calendar. And if your agency has its own software, API keys and webhooks connect it to the CRM: read your portfolio, or get notified every time something changes. In API keys you create a key so another program can read or write data in your CRM. Give it a name, and store it safely: it&#039;s only shown in full once. With webhooks, the CRM notifies your system whenever something happens: a new contact, or a property status change. Enter the address, the data type and the events.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=O93ofPvfHBY\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-17\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/jiE2EB2_WFk?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"The InmoProCRM mobile app: your CRM in your pocket | Tutorial 17\" aria-label=\"Play: The mobile app\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/jiE2EB2_WFk\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"The InmoProCRM mobile app: your CRM in your pocket | Tutorial 17\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 17 of 18<\/span><h2>The mobile app<\/h2><p>Take your real estate CRM with you on your phone without downloading anything from an app store: contacts, properties, calendar, notifications and sign-in with Face ID or fingerprint.<\/p><h3>What you will learn<\/h3><ul><li>Install the app on iPhone or Android<\/li><li>Call or WhatsApp a contact<\/li><li>Show a property and calculate the mortgage<\/li><li>Get notifications and sign in with Face ID<\/li><\/ul><h3>Chapters<\/h3><ul class=\"ip-curso__chapters\"><li><a href=\"https:\/\/www.youtube.com\/watch?v=jiE2EB2_WFk&#038;t=0s\" target=\"_blank\" rel=\"noopener\"><time>0:00<\/time> Installing the app<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=jiE2EB2_WFk&#038;t=18s\" target=\"_blank\" rel=\"noopener\"><time>0:18<\/time> Home and contacts<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=jiE2EB2_WFk&#038;t=36s\" target=\"_blank\" rel=\"noopener\"><time>0:36<\/time> Properties and calendar<\/a><\/li><li><a href=\"https:\/\/www.youtube.com\/watch?v=jiE2EB2_WFk&#038;t=51s\" target=\"_blank\" rel=\"noopener\"><time>0:51<\/time> Notifications and Face ID<\/a><\/li><\/ul><details><summary>Video transcript<\/summary><p>InmoPro CRM goes with you on your phone too. Open it from your phone&#039;s browser and the app starts. Install it on your home screen: on iPhone, with share and add to home screen. On Android, from the browser menu. No app store needed. The home screen shows your day at a glance: tasks, alerts and shortcuts. Find a contact and call them or message them on WhatsApp with one tap, or open their record with their matches, offers and documents. Show a property with its photo gallery, and work out the mortgage in front of the client from the record&#039;s menu. Check your calendar and mark tasks as done as you leave each viewing. Turn on notifications to get alerts about your tasks and requests. And in your profile, turn on sign-in with Face ID or your fingerprint, so you don&#039;t have to type your password.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=jiE2EB2_WFk\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<section class=\"ip-curso__item\" id=\"tutorial-18\"><div class=\"ip-video__frame\"><button type=\"button\" class=\"ip-video__play\" data-src=\"https:\/\/www.youtube-nocookie.com\/embed\/1he2Y9tPSA8?autoplay=1&amp;rel=0&amp;hl=en&amp;cc_lang_pref=en\" data-title=\"Help, support, profile and subscription in InmoProCRM | Tutorial 18\" aria-label=\"Play: Help, profile and subscription\"><img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/1he2Y9tPSA8\/maxresdefault.jpg\" width=\"1280\" height=\"720\" loading=\"lazy\" alt=\"Help, support, profile and subscription in InmoProCRM | Tutorial 18\"><span class=\"ip-video__btn\" aria-hidden=\"true\"><svg width=\"34\" height=\"38\" viewBox=\"0 0 34 38\" focusable=\"false\"><path d=\"M3 2.5 31.5 19 3 35.5z\" fill=\"#6d3fd6\"\/><\/svg><\/span><\/button><\/div><div class=\"ip-curso__text\"><span class=\"ip-curso__num\">Tutorial 18 of 18<\/span><h2>Help, profile and subscription<\/h2><p>Where to find help inside the CRM, how to open a support ticket, set up your profile and signature, and manage your plan and invoices.<\/p><h3>What you will learn<\/h3><ul><li>Browse the manual and ask the assistant<\/li><li>Open and follow a support ticket<\/li><li>Upload your signature for viewing sheets and contracts<\/li><li>Change plan and download invoices<\/li><\/ul><details><summary>Video transcript<\/summary><p>Help and support has the CRM manual, organized by topic: contacts, properties, calendar, pipelines, users, website, plans, and the most common issues. And there&#039;s the assistant, which answers using your own data and guides you step by step. Your previous conversations are saved. If something isn&#039;t working, open a ticket from here and our team will see it. You can follow its status in my tickets. In your profile you change your photo, your details and your password. And you upload your signature, which is used on the viewing sheets and contracts you generate. In subscription you see your plan and what it includes, and you can change it. Paying yearly saves you two months. And in billing you enter your tax details and download all your invoices.<\/p><\/details><a class=\"ip-curso__yt\" href=\"https:\/\/www.youtube.com\/watch?v=1he2Y9tPSA8\" target=\"_blank\" rel=\"noopener\">Watch on YouTube \u2192<\/a><\/div><\/section>\n<p class=\"ip-curso__intro\"><a href=\"https:\/\/www.youtube.com\/playlist?list=PLLyXl-BZ4sVU\" target=\"_blank\" rel=\"noopener\">See the full playlist on YouTube \u2192<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn to use a real estate CRM from start to finish in 18 short videos: contacts, properties, e-signature contracts, viewings, pipelines, WhatsApp, portals, your WordPress website and much more.<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-curso.php","meta":{"_mbp_gutenberg_autopost":false,"rank_math_title":"Free real estate CRM video course: 18 tutorials | InmoProCRM","rank_math_description":"Free video course to learn how to use a real estate CRM step by step: contacts, properties, contracts, viewings, pipelines, WhatsApp, portals and website. 18 tutorials.","rank_math_focus_keyword":"real estate crm course","rank_math_robots":"","footnotes":""},"class_list":["post-353","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/inmoprocrm.com\/en\/wp-json\/wp\/v2\/pages\/353","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/inmoprocrm.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/inmoprocrm.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/inmoprocrm.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/inmoprocrm.com\/en\/wp-json\/wp\/v2\/comments?post=353"}],"version-history":[{"count":1,"href":"https:\/\/inmoprocrm.com\/en\/wp-json\/wp\/v2\/pages\/353\/revisions"}],"predecessor-version":[{"id":357,"href":"https:\/\/inmoprocrm.com\/en\/wp-json\/wp\/v2\/pages\/353\/revisions\/357"}],"wp:attachment":[{"href":"https:\/\/inmoprocrm.com\/en\/wp-json\/wp\/v2\/media?parent=353"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}