June 9, 2022

The ways Lumeeo uses folk to keep their partners' happy

Discover folk - the CRM for people-powered businesses

The team at Lumeeo has one goal: to make renting, selling and buying real estate in Lyon (France) and beyond a professional and pleasurable experience – for all parties involved.

With their in-depth knowledge of the real estate market in the French city and the country as a whole, Lumeeo acts as a buffer between the offer and the demand, ensuring that their clients always get to work with the best people in the business.

David Cohen, General Director of Lumeeo, and his team use folk daily to centralize, organize and activate their partners' and clients' contacts.

A single place for all your contacts

Estate agents, notaries, bankers, contractors, brokers – doing business in the real estate field means having an address book full of professional figures scoping from plumbers to mortgage advisors and everything in between. When your job is to put your clients in contact with the best experts on the market, an organized database is vital.

With a high volume of contacts to manage and an ever-growing team, Lumeeo has found folk to be the best tool when it comes to deal with their lengthy list of contacts.

"We centralize and organize all the people we collaborate with on folk – from partners to clients. The tool really helped us sort out our long list of partners and the user-friendly interface makes it easier to activate our contacts as a team.

For our partners specifically, thanks to tags and customizable fields we are able to organize them by location which is extremely important for us as we need to find the right partners for our clients in a specific geographical area."

Keep your team in the loop, always

Being a young startup means seeing your team changing and growing constantly, while your business picks up speed at the same time.

Using folk to store all their partners' contacts and information, Lumeeo makes sure that the whole team, including new hires, is always kept in the loop – providing a better service for their clients.

"The whole team can see all the last interactions we had with every single one of our partners so anyone can pick up a relationship and/or a project from there, instantly and with no need of catching up with anyone else before doing so."

Find the right partners when you need them

Since the speed of execution is key in real estate projects, it's important for the whole team to be able to quickly find partners that are available and could be a good option for a certain client or property.

"We categorize and organize all the contacts we have so everyone in the team can have easy access to our full database, whenever they need it. We also use folk to store all the interactions we have with our partners. Our business is growing and the team is expanding so it's important for us that all our sales representatives have access to all the past interactions with our partners so they have a full overview of our relationships with them and they can continue to nurture the connections!"

folk is there to help you better organize your work. Learn more about using folk for partnerships here.