PlanOK

CRM Inmobiliario para Chile: Venta y Postventa conectadas

PlanOK is a SaaS ecosystem for real estate companies and developers in Latin America, covering the customer lifecycle from lead capture through sale and after-sales. It centralises sales follow-up, after-sales requests, and document handling so teams can manage property acquisition, tracking, and post-sale processes in one connected set of platforms, operating in Chile, Colombia, Peru, Mexico, and Costa Rica.

The suite comprises PlanOK Comercial (real estate CRM with lead management, quotations, stock control, and client account tracking), PlanOK Postventa (after-sales requests, scheduling, alerts, and escalations), PlanOK Documentos (version control, access permissions, and approval workflows), iClavis (owner portal for construction progress, online payments, and support), and Propeler (CRM with AI that qualifies leads via WhatsApp Business, sends trackable quotations, and suggests outreach timing). Implementation typically takes two to four weeks, with local technical support, continuous training, and access to Academia PlanOK.

PlanOK is aimed at real estate firms and construction companies. Most modules are not priced per user, with unlimited users on PlanOK Documentos; Propeler follows a modular model. A demo can be scheduled to evaluate the platform.

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