Contact Types Explained Leads, Contacts and Relations

Tesoro CRM offers three different ways to store people and companies, each optimized for a specific purpose:

1. Leads: Unqualified prospects with specific property preferences
2. Contacts: Your complete database with qualified clients
3. Relations: Business partners (developers, brokers, banks)

Choosing the right type helps you:

• Use better filtering and segmentation
• Activate the right workflows
• See relevant fields
• Communicate more effectively

What are Leads?

Leads are potential clients who have shown interest but aren't yet qualified as serious buyers or sellers.

When to Use Leads?

• Someone fills out a form on your website
• You receive an email with a question
• Someone calls for information
• A referral from an existing client
• MLS inquiry or lead generation campaign

Lead-Specific Fields

Status tracking:

• Prospect (first contact)
• Qualified (selected as serious)
• Negotiating (in discussion)
• Won (converted to client)
• Lost (niet interested)

Lead source:

• Website
• Referral
• MLS
• Marketing campaign
• Manual entry

Property preferences:

• Property type (apartment, house, villa, land)
• Preferred locations
• Budget range (min/max price)
• Size requirements (min/max area)
• Bedrooms/bathrooms needed

Timing & urgency:

• Urgency level (low, medium, high)
• Expected timeframe
• Move-in date preference

From Lead to Contact

When a lead is qualified (serious buyer with budget), you convert them to a Contact. The lead information is preserved, but you get access to more advanced contact features.

What are Contacts?

Contacts are all people in your CRM - qualified buyers, sellers, current clients, former clients and potential clients. This is your main database.

When to Use Contacts?

• Qualified leads who are serious
• Current clients you're working with
• Former clients for follow-up
• Personal contacts in the real estate sector
• All people who aren't business partners

Contact Capabilities

Complete information:

• Personal details (30+ fields)
• Address with GPS coordinates
• Multiple phone numbers and emails
• Communication preferences
• Custom fields for extra information

Activities & History:

• Complete communication history
• Emails, WhatsApp, SMS, calls
• Meetings and appointments
• notes and comments
• Tasks and reminders

Links:

• Deals (sales processes)
• Properties (properties of interest)
• Projects (new development projects)
• Documents and attachments

Portal access:

You can convert a Contact to a Portal User. Then this person can:

• Log in to the client portal
• View properties you've assigned
• Express interest in properties
• Leave notes
• Submit viewing requests

What are Relations?

Relations are companies and organizations you work with commercially - niet individual clients but business partners.

When to Use Relations?

• Developers: Property developers with new construction projects
• Agencies: Other brokers for collaboration
• Banks: Financial institutions for mortgages
• Vendors: Service providers
• Competitors: Competitors (for market analysis)
• Sponsors: Event sponsors

Relation-Specific Fields

Company information:

• Company name
• Type (developer, agency, bank, vendor)
• Website URL
• Social media links (Facebook, Twitter)

Business terms:

• Credit terms (payment conditions)
• Commission agreements
• Contract details

Multiple Contact Persons:

For Relations you can link multiple individual contact persons:

• Sales manager
• Project manager
• Finance contact
• Support contact

Each contact person has their own details but belongs to the same Relation.

Portal Access for Relations

Relations can also get portal access. Useful for:

• Developers who can update their projects
• Partners who can upload properties
• Vendors who can manage their services