Google Calendar and Outlook
Two-way sync per consultant.
The CRM that starts with the property.
Import your portfolio, connect people and contracts, and run sales, lettings and your agency website from a single history for each property.
Everything the agency does, in one place
Each tab shows the real module in action, with sample data.
Import the portfolioThe portal's CSV comes in as it is; every row becomes a record.
Starting with the property changes everything
Generic CRMs start with the contact. In an agency, what lasts for years is the property — and that is where the work happens.
PropertyEverything starts with the property, with units and subdivisions organised on the same record.
The dashboard, calendar and agency mail — in sync
Each consultant keeps their Google Calendar or Outlook; the agency sees the full schedule. The shared inbox reads emails and links them to the right contact and property.
- Viewings and valuations in the team calendar
- Emails archived in the property's history
- Alerts for what still needs closing
The day starts on the dashboardWhat is overdue comes first. The figures follow, and each one leads to its list.
0 minto import 500 propertiesCSV or Excel from the portal
0blocking fieldsquality is a queue, not a wall
0website templateswith localised pages, fonts and copy
0property historyviewings, proposals, emails, documents
Agencies that left Excel and generic CRMs behind
Three teams, three different modules, the same portfolio underneath.
“We imported 380 properties in one afternoon. The quality queue let us fix things gradually instead of blocking everything until the file was perfect.”
Ana CostaCommercial director, Imobiliária Tejo“The consultant opens the requirement and already has the five best properties in the portfolio. Manual triage disappeared from the week.”
Tiago NunesConsultant, Casas do Norte“The site was live on day one, with our domain. Enquiries come in as contacts, already linked to the property.”
Sofia MartinsPartner, Atlântico LarFits what the agency already uses
Nothing here asks you to change your calendar, email or domain.
Mailbox
Microsoft 365 connected to the agency, with encrypted archiving.
CSV and Excel
Import from any portal with column mapping.
Your own domain
Automatic HTTPS and a free subdomain.
API and MCP
Connect assistants and automations to your portfolio.
See the MCP connectionWhat is agreed before you decide
An agency changing CRM is entrusting its portfolio to someone. These are the terms of that handover.
14 days, no card required
The trial period is the full Agency plan. At the end, choose a plan or the account becomes read-only — the data is not deleted for 90 days.
Your portfolio leaves when you want
A full export is always available, on any plan, without asking. Cancel in organisation settings, with no phone call.
Data in the European Union
Database and files hosted in the EU, with organisation-level isolation in the database and a data processing agreement available on every plan.
No charge per property, listing or viewing
The portfolio, units, contacts, viewings and proposals are unlimited on every plan. You pay for the team that works in it.
Your data does not train models
Imofolio does not use agency data to train models. What the assistant reads stays between your agency and the provider you choose.
The assistant reads, it does not write
The tools exposed to AI and MCP are all read-only. Changing the portfolio remains the work of people signed in to the CRM.
Start with your portfolio. Everything else follows.
Create an account, import the portal CSV and see the whole agency working from the same history.
