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Everything inside Dora CRM

A tour of what you can do in the app today, from the first inquiry to the final document.

Core records

The records your agency works with every day, connected to each other.

Opportunities

Track opportunities with status, source, type, contact preference, last contact date and a price range. Filter the list by status, source, type, price and area.

Kanban board

Drag opportunity cards between columns. Columns follow your own status values, and each card shows the type, source and assigned agent.

Customers

Store contact details, budget, important dates and profile information such as profession and field of activity.

Projects

Manage projects with a stage, sales contact details and amenities, and relate properties and opportunities to them.

Properties

Classify properties by type, listing type, status, condition and legal status, with financial details and viewing and inquiry counters.

Matching

See recommended properties on opportunities and customers, and the matching leads for each property.

Property presentation

Everything you need to present and manage a listing.

Map location

Show each property on a Google Map and search for addresses while you enter them.

Image galleries

Keep an image gallery on properties, customers and projects.

360° panoramas

Upload equirectangular 360° images (JPEG or PNG, up to 50 MB) and view them as interactive panoramas.

Documents

Store property documents with the record so everything for a listing is in one place.

Daily workflow

Plan follow-ups and keep context on every record.

Agenda

Schedule meetings and viewings on a calendar and link each event to the opportunity, customer, project or property it belongs to.

Tasks

Create and assign tasks with completion tracking, directly on the record they relate to.

Reminders

Set reminders on records so follow-ups do not slip through.

Notes

Capture notes on any record so the whole team shares the context.

Activities

Log activities against records to build a clear history of every interaction.

File attachments

Attach files to customers, projects and properties and open them in the built-in viewer.

Change history

Review the change history of a record to see what was changed.

Insights and documents

Understand performance and produce paperwork faster.

Reports

More than 30 reports across opportunities, properties, customers, sales, projects, activities, calendar and team performance. Save them as CSV, Excel or PDF.

Document templates

Build templates with merge fields for customers, projects, properties and opportunities, then print, download or save the result to the record's files.

Global search

Find customers, properties, projects, opportunities and activities from a single search dialog.

Collaboration

Work together and stay informed.

Team chat

Message colleagues one to one or in groups without leaving the CRM.

Notifications

Get in-app notifications for reminders, assignments, mentions and updates.

Announcements

Read announcements from the platform, your organization and your branch in one place.

Support tickets

Open support tickets from inside the app and follow the conversation until they are resolved.

Team and access

Control who can see and do what.

Roles and permissions

Define roles with granular permissions per record type and action, scoped to your own records, your branch or the whole organization.

Branches

Organize offices as branches and compare their performance in reports.

Team members

Invite team members and manage them from one place, including pending invitations.

Custom attributes

Adapt statuses, sources, types and other lists to the way your agency works.

Security

Protect your data and your accounts.

Two-factor authentication

Protect accounts with an authenticator app and backup codes for recovery.

Secure passwords

Industry-standard password requirements help keep every account protected.

Security audit

Review sign-in events, security alerts and activity by employee in dedicated audit reports.

Personalization

Make Dora fit the way you work.

Light and dark themes

Switch between light and dark themes to suit your screen and environment.

Multiple languages

Use the app in your own language.

Personal preferences

Each member can set their own timezone, currency and measurement preferences.

A look inside

Screens from the Dora CRM app.

Customers list in Dora CRM
Property record in Dora CRM
Agenda calendar in Dora CRM
Properties list in Dora CRM

Ready to see it in action?

Sign in to your Dora CRM account, or create one from the sign-in page.