Free guide · PDF
Before you sign with any CRM, ask these 30 questions.
A practical checklist for real estate marketing companies: the questions that reveal a system built for the Egyptian market, a scoring sheet for three systems, the red flags to spot before you pay, and a 5-day trial plan on your own real leads.
What’s inside
Four print-ready A4 pages. Fill them in during the demo and the trial, not afterwards.
- 6
Every lead arrives, and none slips away (6 questions)
Do Facebook and Instagram ad leads land automatically? Are they assigned to the team? What happens when nobody acts in time?
- 6
WhatsApp and follow-up (6 questions)
WhatsApp inside the system or a paid connector? Follow-up dates, reminders, and a mobile app your team will actually use.
- 4
Inventory and the property itself (4 questions)
Projects, phases and payment plans; uploading a developer price sheet; matching buyer requests to available units.
- 6
Protecting company data, and management (6 questions)
Permissions, targets, commissions, and reports that tell you where sales really come from.
- 8
Language, cost and running it (8 questions)
Native Arabic, the full cost in Egyptian pounds, migrating your current data, support, and a trial on your own data.
A scoring sheet out of 60
Every question scores 0, 1 or 2, with a column per system. The golden rule: nothing you haven’t tried on your own data gets a 2.
Built for the Egyptian market. Trial it for a week before you sign.
A fit with conditions. Ask what everything that scored 0 or 1 costs.
It will send you back to spreadsheets and personal WhatsApp within months.
Plus
- Four red flags before you pay, from “WhatsApp through a paid connector” to “a low starting price that doubles”.
- A 5-day trial plan: a real lead from an ad, WhatsApp from inside the system, follow-up on mobile, a developer price sheet, and the management question.
Frequently asked questions
Is the checklist really free?
Yes. Enter your email in the form and the download link appears straight away; we also send it to your inbox.
Can we use it to evaluate systems other than V Estate?
That is the point. The checklist is vendor-neutral, with three score columns per question so you can compare up to three systems side by side, V Estate included if you like.
How does the scoring work?
Score 2 if you tried the feature yourselves on your own data, 1 if you only have the vendor’s word for it, and 0 if it is missing or a paid add-on. The total is out of 60.
Who is it for?
Real estate marketing companies, brokerages and developer sales teams in Egypt, whether you are choosing your first CRM or replacing the one you have.