Pillar 02
From prospect to sale. And the life after.
6 statuses to manage every seller file. AI-generated follow-ups at every phase. And most importantly, what no one does: the post-transaction sequence that brings back 2-3 referrals per client.
Why it matters
Most CRMs stop at the sale agreement. Referys keeps going. Because a satisfied seller client at D+14 brings you back 2 to 3 referrals over the year. If you know how to ask, at the right time, with the right words.
Here's what it looks like
The kanban pipeline with your active seller files, status by status, from prospect to sold.
Everything to manage your sellers
From detection to listing, from sale to move-in anniversary.
6 clear statuses
Prospect, Valuation, Listing, In sale, Sold, Lost. You see where every file stands at a glance.
AI follow-ups by phase
Prospect inactive for 7d, valuation for 14d, listing for 7d, in sale for 21d: Pepito reminds you and suggests the message suited to the phase.
Kanban pipeline
Columns view by status, draggable cards. You move a file by dragging the card. Monthly sales counter at the top.
Notes and history
Every file keeps the full history: messages sent, notes, key dates, negotiated prices.
Automatic promotion to clients
When status moves to Sold, the contact automatically joins the Clients segment with its 8 touchpoints/year cadence.
Pause and reactivate
A file on hold? You pause it. When the right moment returns, you reactivate it without losing history.
The differentiator
What happens after the sale
That's where most agents leave money on the table. Not with Referys.
Satisfaction
Message that checks in. Not commercial. Human. You make sure everything's good in the new home.
Referral request
The right moment, backed by data. The client is still in positive emotion. The message is ready, you just send it.
Google review
Personalized link directly in the message. More local SEO, more social proof, with zero manual effort.
Move-in anniversary
Recurring every year. A simple message reminding them you're there. That's often where deferred referrals come from.
Everything included
- ✓Create a seller file from an existing contact or from scratch
- ✓6 statuses with automatic follow-ups calibrated by phase
- ✓AI generation of follow-up messages tailored to the file's context
- ✓Draggable kanban view and filterable list view
- ✓Monthly sales counter and red alert on overdue follow-ups
- ✓Auto-promotion to Clients segment on sale
- ✓Auto-creation of the 4 post-transaction tasks D+7, D+14, D+30, D+365
- ✓Pause, reactivate, archive with history preserved
Frequently asked questions
- Which plan includes it?
- The seller pipeline is included in Pro (€8.99/month) and Unlimited. The Starter plan only gives access to the network module.
- Can I add my own follow-ups?
- Yes. You can change the rhythm, add manual notes, create one-off follow-ups at any time.
- Does post-transaction trigger on its own?
- Yes. As soon as you move the file to Sold, the 4 tasks D+7, D+14, D+30, D+365 are created automatically in your Actions of the day.
- How many seller files can I manage?
- No limit in Pro and Unlimited.
Turn every sale into 3 referrals
Post-transaction is 15 minutes a month. And it changes everything.