Proppeteer Help
Everything you need to work smoothly in the Proppeteer CRM, the CRM where AI does the groundwork and you decide.
Proppeteer is the CRM for real-estate agencies. You follow every dossier from prospecting to deed, and manage your properties, mandates, contacts, leads, tasks and calendar in one place. Proppeteer suggests the next steps. AI pulls data from your files and signed documents, summarizes a dossier, finds buyers for your properties and answers questions about your agency. You decide what happens next.
Getting started
Section titled “Getting started”Signing in and your profileSign in, sign out, and set your own details and language.
First stepsA tour of the menu, the command bar, the dashboard and the main pages.
AI in Proppeteer
Section titled “AI in Proppeteer”What AI does for youAll AI in the CRM on one page: what it does, what you get out of it, and what you decide.
Using the AI assistantAsk about your schedule, your tasks, your pipeline or the record you are viewing, and get an answer right away.
AI searchFind properties by meaning across descriptions, photos and documents.
AI matchingSee which buyers fit a property, and which properties fit a buyer, with the reasons why.
Your process, stage by stage
Section titled “Your process, stage by stage”Your dossiers from prospecting to closingThe property board, the stages of a dossier and how to move a property to the next stage.
Add a prospectCapture a new property and its owner fast, with AI that fills in your note.
Follow up on mandatesRecord, follow up and extend mandates, with AI that reads the signed document.
Recommended next stepsSuggested next steps per dossier: you accept, snooze or dismiss.
Working in the CRM
Section titled “Working in the CRM”ContactsKeep track of buyers, sellers and other relations, and see which properties fit a buyer.
PropertiesCreate properties with AI suggestions, complete and publish them.
Property stages and statusesWhat each stage means, what Under offer does and what appears on your website.
LeadsAnswer incoming requests fast and convert them to contacts.
Tasks and calendarPlan your tasks, suggested steps and appointments.
Administration
Section titled “Administration”Managing team membersAdd colleagues, change their role or remove them.