The ways Lumeeo uses folk to keep their partners' happy

About Lumeeo

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.

👉🏼 Try folk now to organize your partners' contacts and never miss a follow-up

A single place for all your contacts

Why a centralized database matters

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 CRM to be the best solution for partnership teams of 20-50 people when it comes to dealing with their lengthy list of contacts and ensuring seamless collaboration across their growing organization.

"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. For partnership managers overseeing teams of 20-50 people, folk CRM provides the perfect balance of simplicity and powerful features to keep everyone aligned without overwhelming complexity.

"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!" This scalability makes folk CRM the ideal choice for medium-sized partnership teams of 20-50 members who need to maintain visibility across all partner relationships while supporting rapid business growth.

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

👉🏼 Try folk now to give your team instant visibility into partner interactions

FAQ

What is a centralized contact database for real estate teams?

A single, shared place to store partners, clients, and vendors, with tags and custom fields. It prevents duplicates, keeps info updated, and lets teams filter by needs like location, expertise, or availability.

How does folk CRM help find the right partner quickly?

Use tags and custom fields to categorize by location, service, and status. Filter or search to surface matches, then review the timeline of past interactions to check fit and availability before reaching out.

Why share interaction history across the team?

Shared timelines, notes, and emails let anyone continue a relationship without handoffs. New hires ramp faster, clients get continuity, and projects move faster because context is visible to all.

Is folk CRM a good fit for teams of 20–50 people?

Yes. It scales for partnership teams with shared views, simple permissions, and easy onboarding, keeping everyone aligned without complexity. Start in minutes on folk.