Raptor Neo is a CRM made for property agencies. Your listings, the buyers, tenants and landlords you work with, every deal in progress and each campaign you send out sit in one workspace, and each record is tied to the others. Book a viewing on a listing and you’ll find it on the contact, on the deal and on your dashboard as well.
Walkthrough video to followA one-minute walk through the workspace, starting on the dashboard and opening each module this article names.
Screenshot to followThe dashboard on the web app, with the five stat tiles along the top, the Deal Pipeline card, Today's Schedule and the side panels on the right.
The core records
| Module | What it keeps | Where to begin |
|---|---|---|
| Listings | Everything you market. Each sale or rental carries its own price, photos and description, and shows where it’s live on the portals. | Your first listing |
| Properties | The physical building or unit a listing is for. For a new development, Raptor Neo can create all of the units in one pass. | How properties differ from listings |
| Contacts | Buyers, tenants and landlords. Buyers and tenants have a requirement profile, which is what AI Match scores against. | Your first contact |
| Deals | One opportunity, followed from the moment it’s qualified until it closes, including its offers and commission. | Deal stages, step by step |
| Activities | Every call, viewing and event, logged on the contact, listing and deal it concerns. | Logging an activity |
Everyone in your agency can see every listing and property. Contacts and deals work differently: what you can see depends on the role you hold. See who sees which contacts and deals.
How the pieces fit together
- You create a listing and a contact.
- Listing Match compares the two from both sides and gives each pairing a score. The AI Match view ranks the strongest pairs, and Manual Match folders keep the shortlists you pick yourself. See how AI Match works out a score.
- From Campaigns, you send the match to your client by email, or as a link they open in any browser with no account needed. Email needs your Gmail or Outlook account connected first.
- When your client picks a listing to view from that link, the request shows up in Activities and on your dashboard.
- The viewing becomes a Deal. As you move the deal through its stages to the close, the listing’s status changes to match.
Beyond the core
- Dashboard adds up the numbers for you alone, for your team or for the whole agency. See reading your dashboard.
- Settings is where you manage users, teams and roles, and the lists your agency works from: locations, property types, amenities, contact roles, contact sources and deal stages. Out of the box, only Super Admins see the agency setup, while every user has My Profile and Login & Security. See setting up your agency’s lists.
- Studio for sales sheets and flyers, and Page Builder for landing pages, are part of Raptor Neo as well.
Your first steps
- Start your 14-day free trial.
- Open Settings and check your agency’s lists, so agents choose from the right locations and property types.
- Bring your team in and decide on each person’s role.
- Create one listing and one contact, then open Listing Match to see how the pair scores.
