PlatformContacts
Every landowner, agent and buyer, in one place
Contacts, companies and relationship pipelines, with canvassing campaigns that run from first letter to Site.
Contacts and companies
People, firms and what each is looking for.
Relationship pipelines
Landowners, exit partners, investors and agents, stage by stage.
Prospecting
Letters, responses and leads tracked through to a Site.
Pipelines for relationships
Track landowners, exit partners, investors and agent introductions on boards with your own stages, owners, values and next actions, and the reasons deals were lost.
Contacts with their requirements
Each contact keeps their requirements, call notes and email history. Restricted groups keep sensitive contacts, such as investors, visible only to the people listed.
Canvassing from letter to lead
Import a landowner list, let Harold qualify it, send letters as one batch, follow up the ones who have not replied and convert a lead into a Site when terms are agreed.
How teams use the CRM
Landowner relationships
Track every landowner from first letter to terms agreed on a board your team shares.
Exit partner requirements
Keep each buyer's areas and scheme size on their contact, ready to match to new Sites.
Every firm you deal with
Companies with their people, their pipelines and the history of every conversation.
Canvassing campaigns
Import a landowner list, send the letters and follow up the ones who have not replied.
Works with your tools
See all connectors
Can we import our existing contacts?
Yes. Import a CSV or spreadsheet, or connect the CRM you use today.
Who can see our investor contacts?
Put them in a restricted group and only the people listed on it can see them, including through the assistant.
Does Harold post our letters?
Harold builds every letter in a campaign as one print-ready PDF and records when they were sent.
