Excel and email
Prioritise this if…
A small team with few deals and a simple, stable, consistently shared workflow.
Palank vs Excel and email.
Dictate the viewing. Find the deal file updated.
Excel and email remain useful for a spreadsheet or conversation. With Palank, dictate viewing notes: the record updates, and the report and follow-ups are ready. Pick up the deal with your team, in one tool.
Get your data into Palank within 48 hours.THE COMPARISON
Prospect. Prepare. Get it signed.
B2B prospecting, property matching, viewings and mandates: from the first call to signing.
| What you compare | Palank● Field CRM for commercial real estate All-in-one · One subscription | Excel and email Spreadsheets & email |
|---|---|---|
| Authoritative information | Find properties, owners, occupiers and mandates before every call. | Defined through your files, sharing rules and automations. |
| After a viewing | Dictate viewing notes. Records updated, report and follow-ups ready. | Record and share notes according to your workflow. |
| Next action | Review the messages Palank drafted. You decide when to send. | Owner and due date tracked through your conventions. |
| Data migration | Get your data into Palank within 48 hours. | Confirm timing and support with the vendor. |
| Scope & pricing | Prospect and sign with one subscription. Everything included. | Check your subscription, options and current terms. |
On smaller screens, scroll the table horizontally.
Excel and email
The strength to remember
Familiar, flexible tools adaptable to your team’s chosen conventions.
PALANK
Take the next action
Dictate viewing notes. The record updates, and the report and follow-ups are drafted in the right deal file.
THE RIGHT CHOICE DEPENDS ON YOU
Which tool fits your agency?
PALANK
Choose Palank if…
You run a commercial real estate agency: find properties, requirements, viewings and follow-ups in an up-to-date deal file shared by the team.
THE FIELD TEST
Test it with your next deal.
After a viewing, the rent changes and a document arrives by email. Locate the spreadsheet, the property particulars already sent and the follow-up owner. Compare the steps needed to update everything.
Evaluation scenario proposed by Palank. This is not a customer result or a completed product test.
- 01
Bring a real deal
Choose a property, the occupier’s requirement and your latest viewing notes.
- 02
Follow a change
Change a rent or search criterion. See what updates and what Palank prepares.
- 03
Approve the next action
Review the report or follow-up, approve sending and find the next step in the deal file.
THE TRANSITION
Get your data into Palank within 48 hours.
Leave the migration to us. Within 48 hours, your properties, companies, contacts, mandates and requirements are in Palank. Pick up your deals without rebuilding records.
Our team checks your data and the relationships between deal files with you.
FAQ
Questions before you choose.
Can Excel remain useful alongside a property CRM?
Yes. A spreadsheet may remain suitable for one-off analysis or exports. Decide where the authoritative deal information lives, who updates it and how a correction reaches the right people. Include existing automation in your comparison.
How should you compare Palank and Excel and email costs?
Prospect, prepare contracts and get them signed on site. Market data, signals, the legal register and every deal tool are included in your subscription. Request pricing for your team.
How quickly will our data be migrated?
Leave the migration to us. Within 48 hours, your properties, companies, contacts, mandates and requirements are in Palank. Pick up your deals without rebuilding records. Our team checks your data and the relationships between deal files with you.
What should you test before choosing?
After a viewing, the rent changes and a document arrives by email. Locate the spreadsheet, the property particulars already sent and the follow-up owner. Compare the steps needed to update everything.
SOURCES & METHOD
Comparisons you can verify.
This page compares a way of working rather than a single product. Capabilities depend on your agency’s tools, subscriptions and automation. Scenarios and recommendations are a method proposed by the Palank team.
Prepared on .
Palank: product, use cases and scope
Features, prices and terms may change. Confirm scope and commitments with each vendor before choosing. Trademarks belong to their respective owners; no partnership is implied.
These English pages are for international teams evaluating operations in France. They do not establish legal coverage or product availability in other countries.
Suggest a correctionPALANK
Bring a deal. See Palank at work.
Bring a property, a requirement or a mandate. In 30 minutes, see how to prepare the next call, document and signing in Palank.
See Palank with my deal