Everything Darfolio does for your agency
From first lead to signed deal — properties, CRM, matching, productivity, and reporting in one platform built for the field.
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Convert leads without missing a beat
A clear Kanban pipeline, automatic assignment, and structured sales follow-up for the whole team.
- Stage-based Kanban pipeline with drag-and-drop and archiving
- Round-robin auto-assign: distribute leads across agents automatically
- Lead → client conversion with CRM sync and matching triggers
- Notes, SLA timestamps, and activity history on every opportunity
Connect properties and clients at the right time
A configurable scoring engine that surfaces the most relevant matches — automatically or manually.
- Scoring by budget, location, property type, and custom criteria
- Auto-match on client, property, or lead conversion creation
- Client share link to browse proposed properties publicly
- Rental lifecycle: lease tracking, expiry alerts, and deal finalization
Tasks, reminders, and calendar for your team
Schedule visits, assign tasks, and set reminders — without leaving the platform.
- Lead-linked and internal tasks in list or Kanban views
- Reminders on visits and tasks (at time, 15 min, 1 h, 1 day before…)
- Shared calendar with visit statuses: planned, done, cancelled
- Visit requests from the client share link
Stay informed in real time
A unified notification center, web push, and morning digest so you never miss an opportunity.
- In-app center: alerts, CRM activity, visits, matches, and billing
- Web push by category (reminders, visits, matches, alerts…)
- Daily digest of alerts and urgent expiries
- Mark read / mark all read, with optional in-app sound
Your portfolio, structured and actionable
Properties, owners, expenses, and content — centralized to feed matching and CRM.
- Complete property records: media, location, status, CSV export
- Owner registry linked to listings
- Expense tracking per mandate with receipts
- Multilingual AI descriptions (FR / EN / AR) for your listings
Run the agency with reliable data
Dashboards, analytics, granular roles, and custom forms to fit your organization.
- Dashboard: KPIs, alerts, recent activity, and top agents
- Analytics: pipeline funnel, finance, team, and portfolio
- Custom roles, module permissions, and dynamic forms
- Public WebForms, audit logs, and multi-currency management
Even more modules built in
Complementary tools to cover your agency's full sales cycle.
WebForms
Public lead capture forms connected to CRM and auto-assign.
Match sharing
Send clients a secure link to browse proposed properties.
AI descriptions
Generate professional listing copy in multiple languages.
Rental alerts
Anticipate lease end dates and rental renewals.
Audit log
Track sensitive actions for compliance and internal oversight.
Multi-currency
Manage multiple currencies with exchange rates and history.
Built-in support
Open tickets directly from the platform.
2FA security
Two-factor authentication to protect accounts.
Ready to digitize your agency?
Join dozens of agencies that use DARFOLIO daily to boost their sales.