CMS and CRM in a single integrated platform

Full control over products, clients, and performance data.
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Herescope brings together the functions of a Customer Relationship Management system and a Content Management System in one seamless platform. The CRM simplifies the management of leads, client engagement, sales monitoring, and performance reporting, improving the effectiveness of conversions and streamlining every stage of the customer journey.

The CMS provides complete control over content and data with advanced tools for managing media, templates, languages, and analytics, making the entire process simple and intuitive.

Together, these tools create a fluid ecosystem that allows real estate professionals to manage relationships and digital assets with precision, improving overall performance and operational efficiency.

CRM
Customer Relationship Management
CMS
Content Management System
CRM
Customer Relationship Management
CMS
Content Management System

Statistics

A centralized and easy-to-read web dashboard that allows real-time monitoring of sales performance and project progress, optimizing every stage of the decision-making process. Key features include the ability to track sales results, analyze inventory status, monitor financial indicators, and access summary panels that highlight the most relevant metrics:

  • A sales chart - that provides a clear overview of the inventory by showing the proportion between sold, reserved, and available units, making it easy to understand the project’s current status at a glance.
  • Summary panels - display essential metrics such as the number of units sold and reserved, availability by property type including studios, one-bedroom and multi-bedroom apartments, email contacts, completed customer journeys, and scheduled appointments.
  • Financial indicators - make it possible to monitor sales performance and assess potential revenues.
  • A navigation menu - provides quick access to core functions such as unit and client management, calendar, licenses, appointments, and system settings.
  • Export and data access tools -make it possible to download reports and carry out deeper analysis of project details.

Units

A dedicated section for the management and monitoring of all real estate units available within a project. It includes core functionalities that allow full control over inventory, status, and performance:

  • View function - allows you to filter and sort unit data by ID, status such as sold, reserved or available, floor, surface area, number of rooms, and price.
  • History function - shows the evolution of each unit’s status, such as reserved, sold, or available, allowing users to track the progress of the sales process over time.
  • Schede di categoria - (es. unità, box, cantine) per passare rapidamente da una tipologia di proprietà all’altra all’interno della stessa Category tabs - such as units, parking spaces, or storage rooms, make it easy to switch quickly between different property types within the same interface.
  • Quick action buttons - appear next to each unit, allowing users to edit details, view history, or access related documents.
  • Data can be exported in CSV or Excel format - for immediate use in other systems.
  • Quick access - to all functions, including calendar, client records, staff management, points of interest, and system settings.

Clients

An interface designed to organize and monitor every business relationship in a simple, seamless, and efficient way. Everything you need to manage leads, appointments, and activity history is brought together in a single platform:

  • Detailed client profiles - Allow you to quickly view all relevant information, including name, email, phone number, assigned agent, and the status of the negotiation.
  • Smart search and advanced filters - Make it possible to find the right contacts in just a few seconds, using customizable criteria such as name, email, or assigned agent.
  • Quick actions - Provide direct access to key activities such as appointment management, document uploads, notes, and data updates.
  • Data export and reporting functions - Allow you to download the complete client list in Excel or CSV format for backup, analysis, or integration with other tools.
  • New contact function - Makes it easy to add leads and clients, with optimized workflows that reduce input time and simplify data entry.
  • Smart navigation - Allows you to move easily between different functions, including unit management, calendar, team, and more.