Where to act today
- Heumix
- Today explains situations that need attention
- Spreadsheet
- Priorities to organise
- Your current CRM
- Check your current software
HEUMIX VS TRADITIONAL CRM
How does Heumix compare?
The Heumix difference is best judged in a working day: recover context, understand a change and prepare the next action.
| Your need | Spreadsheet | Your current CRM | Heumix |
|---|---|---|---|
| Where to act today | Priorities to organise | Check your current software | Today explains situations that need attention |
| Change history | History to organise | Check your current software | Changes stay connected to the client record |
| Buyer / property matching | Rules to build | Check your current software | Explained matching: criteria, differences, unconfirmed details |
| Valuation and listing agreement | Documents and links to organise | Check your current software | One seller record through the marketing process |
| Team handovers | Access and follow-up to organise | Check your current software | Roles, permissions and Manager View |
Compare the same situations in your tools.
Change history
- Heumix
- Changes stay connected to the client record
- Spreadsheet
- History to organise
- Your current CRM
- Check your current software
Buyer / property matching
- Heumix
- Explained matching: criteria, differences, unconfirmed details
- Spreadsheet
- Rules to build
- Your current CRM
- Check your current software
Valuation and listing agreement
- Heumix
- One seller record through the marketing process
- Spreadsheet
- Documents and links to organise
- Your current CRM
- Check your current software
Team handovers
- Heumix
- Roles, permissions and Manager View
- Spreadsheet
- Access and follow-up to organise
- Your current CRM
- Check your current software
Four situations to put to the test.
A client changes their criteria
Find the conversation, known requirements and earlier proposals. Heumix keeps their context and explains which matches to revisit.
A viewing ends
Record feedback and the commitment. Find them in the project, property and deal when preparing the next step.
A deal slows down
Open the Today view to see what needs a response and the information you need to move forward.
A colleague picks up the follow-up
Colleagues can pick up the client history, commitments and next step within their access permissions.
A choice grounded in your working day.
Try the workflow on the same deal: the latest conversation, search criteria and next action. Core can be extended with Market Intelligence, Electronic Signature and Listing Distribution: Heumix modules, individually or in Complete.
Choose the modules and capacity your business needs. Standard migration is included with the founding offer for Solo Complete and agency plans, within the agreed scope. Other migration work and advanced setup support may be quoted separately. Paid property portal subscriptions are purchased from the portals.
SEE THE PRODUCT IN PRACTICE
See Heumix in a working day like yours.
30 minutes with the founder, focused on your priorities. Send your request, then choose a time.