General-purpose CRM
Prioritise this if…
A multi-business organisation seeking a common CRM foundation and able to maintain customisations.
Palank vs General-purpose CRM.
Find the property, occupier and next action.
A general-purpose CRM organises contacts and deals around your configuration. With Palank, start directly with properties, mandates, requirements and viewings. Prospect with market data, draft contracts and get them signed in the field: everything is included.
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 | General-purpose CRM CRM to configure |
|---|---|---|
| Data model | Find properties, owners, occupiers and mandates before every call. | Contacts, companies and deals customised for your project. |
| Automation | Dictate viewing notes. Records updated, report and follow-ups ready. | Evaluate your configuration and subscription. |
| Maintenance | CRM and market data together. Prospect and sign with one subscription. | Fields, rules and connections administered within your organisation. |
| 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. |
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General-purpose CRM
The strength to remember
A cross-industry framework for customer relationships, sales teams and customised processes.
PALANK
Take the next action
Start with the property and requirement. Find the mandate, occupier criteria and viewing feedback before calling back.
THE RIGHT CHOICE DEPENDS ON YOU
Which tool fits your agency?
PALANK
Choose Palank if…
You run a commercial real estate agency: open the property file, find occupiers and prepare the next viewing.
THE FIELD TEST
Test it with your next deal.
A company needs two sites and several contacts take part in the decision. Check relationships between requirements, criteria, properties and viewings without multiplying copied records.
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.
How should you compare Palank with an already customised CRM?
Keep your real fields, permissions and automations in the test. Have a consultant and an administrator follow one deal. Compare entry, information retrieval, approvals and maintenance rather than an empty CRM and an idealised workflow.
How should you compare Palank and General-purpose CRM 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?
A company needs two sites and several contacts take part in the decision. Check relationships between requirements, criteria, properties and viewings without multiplying copied records.
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