Developments and units.
Unit details, price lists, ancillary spaces and sales status, with Excel and CSV imports.
Herescope Business Intelligence
Every contact has a story.
Every sale,
its data.
One workspace to organise online and offline leads, understand developments, coordinate the sales team and connect marketing with sales.
Request a demoH3SBusiness Intelligence•••
Your portfolio.
Everything in view.
Everything in view.
Total units120
Available60
Lead480
01 / The portfolio overview
The complete picture.
The detail that matters.
From the overview to the individual development, with units, availability and sales results organised by period.
Move from the portfolio overview to the development that needs attention.
Workspace / PortfolioDemo data
A SHARED VIEW
The bigger picture.
Total units120Current status
Available60Current status
Leads in period480First half of 2026
Completions in period36First half of 2026
Illustrative platform preview. Names and figures are for demonstration only. Estimates are shown separately from recorded results.
Periods and comparisons.
Select a period and distinguish recorded results, current status and projections.
Sales in one view.
Analyse the portfolio by development, owner, stage, property type and adviser.
02 / Relationships and funnel
Know the source.
Follow the story.
Plan the follow-up.
Every enquiry has a context. Websites, campaigns, portals, calls, referrals and showrooms come together in an organised view of the relationship.
Needs, budget, qualification and preferences sit alongside notes, documents and appointments. The history helps the team pick up the conversation with a clear view of what has already happened.
THE SALES JOURNEY
- 01LeadSource and initial interest
- 02ContactNeeds and qualification
- 03Appointment bookedThe relationship takes shape
- 04Appointment completedExploration and discussion
- 05OfferOpportunity under review
- 06Preliminary agreementContractual commitment
- 07CompletionSale completed
03 / The sales team
Continuity in every relationship.
Visibility across the team.
Lead allocation, calendars and results help identify where attention is needed.
Clear responsibility.
Assigned and backup advisers, availability and absences make it clear who is following each opportunity.
A shared rhythm.
Appointments and activities can be viewed in individual calendars and compared across the sales team.
Signals worth exploring.
First response times, conversions and inactive contacts help guide the next step.
04 / Opportunities and units
The property for that customer.
The customer for that property.
Two-way matching connects what customers are looking for with what the portfolio offers.
MATCHING / DEMO DATA
THE STARTING PROFILE
Lead A
Two-bedroom apartment · Milan
Budget €400,000 · City centre
Illustrative matches based on price, distance and property type. Scores indicate compatibility with the criteria, without estimating purchase probability.
Demand tells the product story.
Property types in demand, reasons for loss, interest and visits help you understand the offering. Comparing asking prices with expected prices reveals gaps to explore through the sales process.
05 / Marketing and demand
Beyond the number of leads.
Into the quality of opportunities.
Connect spend, qualified contacts, visits and sales. A channel becomes meaningful when you understand the whole journey.
INVESTMENT€ 12.000Spend in period
→ACQUISITION480Leads · CPL €25
→DISCUSSION144Visits · Cost €83.33
→SALE36Completions · Cost €333.33
Demo data for the first half of 2026. Attribution depends on the information available.
Channels and campaigns.
Investment, impressions, clicks, conversions and qualification quality help assess acquisition.
Traffic and behaviour.
Sources, devices, sessions, scrolls and clicks provide context for interest in the development.
Budget and activity plan.
Spend, remaining budget, and marketing and sales timelines connect results with investment decisions.
BUSINESS INTELLIGENCEA shared
understanding
of results.
Portfolio report
First half of 2026
A4 + 16:9
06 / Reports and productivity
Bring a shared
perspective
to the meeting.
Choose the period, development and report sections: summary, leads, digital, negotiations, availability, outcomes, activities and budget.
- A4 document PDF
- 16:9 slide format PDF
- Exports according to configured permissions
An indicator estimates manual work saved from the number of actions performed and the minutes assigned to each operation.
07 / Organisation and control
The right information.
For the people involved.
Roles, groups and partners define information visibility and feature permissions. The change history records who changed what, where and when.
Company branding, language, time zone and FAQ support help with everyday work.
Explore the platform
Complexity, organised.
All features, grouped around the work they help you do.
Portfolio and project database+
Portfolio, periods and estimates
New, resale and remaining inventory, partner filters and access to individual developments. View units, leads, appointments and qualification by period. End-of-period projections are estimates, shown separately from recorded results.
Developments, units and price lists
Development profiles with location, stage, partners, campaigns and activity plans. Apartments, storage rooms, garages and parking spaces with codes, areas, floors and prices. Add records manually or import Excel or CSV files using templates.
Aggregated sales
A view of units and ancillary spaces across the portfolio, with filters for period, development, owner, type, stage and assigned adviser. Totals and average prices per square metre keep offers, preliminary agreements and completions separate.
Relationships, qualification and funnel+
Multichannel CRM
Websites, campaigns, portals, social media, referrals, calls and showrooms. Origin, campaign, source and medium sit alongside development, city, status, assigned adviser and last contact. Channels describe where the data comes from.
Qualification and requirements
Property type, budget, purchase motivation and housing needs guide the conversation. Checklists and qualification completeness show the information gathered. Cold, Warm and Hot statuses support day-to-day work.
Customer profile and history
Contact details, preferences, recorded consent, appointments, units, ancillary spaces, offers and documents. The timeline brings together calls, meetings, notes and relationship milestones, including closures and reopenings with recorded reasons.
Sales funnel
Lead, contact, appointment booked and completed, offer, preliminary agreement and completion. Volumes, conversions and values make progress clear. Cancelled appointments and no-shows, offers under review and accepted offers retain distinct statuses.
Team, opportunities and demand+
Sales team and calendar
Assigned leads, appointments, offers, completions, conversion rates and first response times. Weekly calendars, assigned and backup advisers, availability and absences support continuity. Contacts with no activity for over thirty days are flagged for attention.
Two-way matching
From a lead to suitable units and from a unit to prospective buyers across the portfolio. Location, distance, budget, property type and neighbourhood guide comparisons; distance and price weightings are adjustable. Matches can open up new opportunities.
Recovering relevant opportunities
Moving a lead between developments requires the relevant authorisations and data processing conditions. The reason is traceable, preserving the context of the relationship.
Demand and price gaps
Requested property types, reasons for loss, and comparisons between asking and expected prices help assess the offering. Interest, visits, offers and days on market complete the picture. The gap is a demand signal, separate from a market valuation.
Marketing, traffic and budget+
Campaigns and lead quality
Investment, impressions, clicks, leads and cost per lead connect to qualification and opportunity progress. Cost per visit, offer and completion focuses attention along the journey. Attribution depends on the available data.
Traffic and behaviour
Users, sessions, page views, duration, sources and devices, covering the website and landing pages. Scroll, click and attention views help identify points of interest and places where visitors leave the journey.
Activity plan and budget
Marketing and sales timelines, operational notes, campaigns and issues give context to results. Approved budgets, spend and remaining funds support allocation reviews. Reallocation insights support team decisions.
Reports, productivity and control+
Configurable reports
Period, development and sections: executive summary, leads, digital, negotiations, availability, follow-ups, outcomes and reasons, marketing timeline and budget. Export as an A4 document PDF or a 16:9 slide PDF, alongside permitted contact, sales, history and campaign exports.
Estimated time saved
The number of actions performed and the minutes assigned to each operation produce an estimate of manual work saved. Administrators can configure the values for reports, exports and other activities.
Roles, groups and change history
Partners, brokers, developers, administrators and sales advisers have configurable visibility and permissions, including exports. The audit log records who changed what and when. Language, time zone and company branding complete the settings.
Help and support
An FAQ assistant guides users to features and support. The prototype offers an interface in Italian and English.
A system of perspectives
Experience, relationships
and choices come together.
Start with a conversation
What can you discover
in your portfolio?
Discover Business Intelligence in a dedicated demo.