Customer management

Track your customers, opportunities and deals, from the first touch to the signature.

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Taux de conversion

100 %

2 gagnées sur 2 closes

CA pondéré en cours

2 358 000 €

sur 4 545 000 € potentiels

CA gagné

2 895 000 €

2 ventes enregistrées

Durée moyenne du cycle

140 jours

de la première étape au résultat

En cours par pipelinepotentielpondéré
  • Vente en bloc 2 100 000 €sur 4 200 000 €
  • Vente en VEFA 228 000 €sur 285 000 €
  • Standard 30 000 €sur 60 000 €
Par opération
  • Les Terrasses du Rhône2 en cours245 000 €gagnés
  • Le Clos Saint-Michelaucune en cours2 650 000 €gagnés
  • Parc tertiaire Confluence1 en cours0 €gagnés

Tied to objectives

An opportunity is steered like an objective.

Each opportunity has its steps, deadlines, action plan, decisions, expected outcome and owners. Sales reps work in the same tool as the rest of the company.

See the organizational core
Vente en bloc de bureauxParc tertiaire Confluence, Bouygues Immobilier
2 100 000 €
  1. Identification
  2. Présentation
  3. Offre
  4. Négociation
  5. Promesse
  6. Acte signé
Attendu
Promesse de vente signée sur les 1 310 m² du bâtiment B
Prochaine actionEnvoyer la promesse de venteMarc Vidal

In every edition

The sales cycle

Portefeuille clients7 clients, 8 contrats
  • Julien RoyAcquéreur et locataire245 000 €1 100 €/mois
  • Groupe MeunierAcquéreur2 650 000 €795 000 € le 15/12
  • SCI Les OliviersLocataire4 883 €/moisloyer
1 of 3

Know every customer

The customer record shows their roles in the group, active contracts, signed revenue and the next milestone.

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Vente en VEFA

Réservation

Réservation T3 Claire Fontaine Très probable 285 000 €

Vente en bloc

Négociation

Bureaux Confluence Bouygues Immobilier Probable 4 200 000 €

Standard

Proposition

Mandat Les Terrasses Century 21 Presqu’île Probable 60 000 €
2 of 3

Follow opportunities

Each type of sale has its steps: standard sale, off-plan sale, block sale. Opportunities move from column to column, with their probability and amount.

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Prévision par trimestre
  • T4 2026345 000 €
  • T1 20274 200 000 €

engagéprobable

Affaire reportée : vente en bloc de bureaux, reportée une fois
3 of 3

Forecast sales

Sales forecast quarter by quarter, from committed to likely. A deal whose close date slips is flagged.

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Going further

What the Advanced edition adds

Julien Roy, Les Terrasses du RhôneT2 B12, contrat CT-2026-014
245 000 €
  1. Réservation
  2. Acte signé
  3. Livraison
  4. Après-livraison
Prochaine échéance : achèvement, le 15/12/202661 250 €
Responsables SLLD

Deals tracked all the way through

Once signed, the deal stays tracked: its stage, contract, revenue, next milestone and owners.

Also inside

The rest of the module

FunctionWhat it doesEdition
Contracts Sales contracts and leases, with their rents and milestones. All
My opportunities Each sales rep finds their opportunities, their stage and expected close date. All
Deal milestones Capital calls and milestones of every deal, gathered in a calendar. Avancée
Production Signed deals move through their production steps, through to delivery. Avancée

Other modules

One workspace, for the whole company.

See Eidō in action

Book a demo on your organization

  1. 01You tell us about your context.
  2. 02We prepare the demo on your use cases.
  3. 0330 minutes together, and you leave with a costed estimate.

Getting started

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