Real Estate Developer CRM

Streamline the sales of your new-build programs

Centralize your real estate programs, track each unit from reservation contract through deed of sale, and give your sales teams real-time visibility into off-plan sales. A flexible, transparent French alternative.

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No credit card required · Transparent pricing · French hosting

Active Options 3

Unit A402

345,000 €

Eden Gardens

3BR 65m² 4F

Expires (2d)

Unit B105

210,000 €

The Patio

2BR 42m²

Expires (5d)

Unit C301

520,000 €

Villa Nova

4BR Duplex 105m²

Expires (8d)

Reservation Contracts 3

Unit C002

480,000 €

Eden Gardens

4BR Ground + Garden

Contingencies Cleared

Unit B204

310,000 €

The Patio

3BR 61m²

Sent to Notary

Unit A201

280,000 €

Villa Nova

2BR 48m²

Contingencies Pending

Deeds of Sale 3

Unit A101

320,000 €

Eden Gardens

3BR 64m²

Signed May 12

Unit C102

225,000 €

Eden Gardens

2BR 45m²

Signed May 4

Unit B302

410,000 €

The Patio

4BR 85m²

Signed Apr 28

Real estate developers and commercializers manage their business with Cirrus Shield

The limits of generic solutions

Why a generic CRM isn't enough for a real estate developer

A unique off-plan sales cycle

The new construction real estate sales cycle is nothing like a standard B2B pipeline. Between a prospect's first inquiry about a new development program and the signing of the deed of sale at the notary, your team navigates specific stages:

qualification sales gallery visit option placement reservation contract contract withdrawal contingency clearance calls for funds delivery completion.

None of these stages exist natively in HubSpot Pipedrive Zoho or Monday. You spend your time jury-rigging custom fields that fall apart in production.

Complex operational reality

Add to this the operational reality of a real estate developer: multiple programs in simultaneous commercialization, hundreds of units with different typologies, pricing grids that evolve, internal sales teams and external brokers who should only see what concerns them, wealth advisors and third-party marketers to engage, buyers placing options on units that can lapse in 10 days.

A shared Excel spreadsheet works for a few months. A generic CRM works for a quarter. Then you lose control of your available inventory and leads slip through due to lack of visibility.

The answer: A vertical CRM

A vertical real estate developer CRM addresses these challenges by design. Cirrus Shield brings these business-critical building blocks, in a low-code platform that configures to your processes — not the other way around.

If your business combines resale and new construction, also see our real estate CRM for traditional agencies, which complements this page dedicated to new-build software.

Native integrated features:

Dedicated program and unit business objects
Off-plan pipeline with native stages
Option management and expiration tracking
Granular access rights by commercializer
Automatic reservation contract generation
Integrated e-signature
Payment schedule tracking

All features of a real estate developer CRM in a single platform

From program details to commercialization reporting, Cirrus Shield covers the entire sales chain of a real estate developer on a single platform, hosted in France. Where a generic CRM requires weeks of customization, our software includes off-plan VEFA objects and workflows as standard.

Module 4.1

Program and unit management

Centralize all your new-build real estate programs and each unit they contain. For each unit: unit type (1BR, 2BR, 3BR), living area, floor, orientation, sale price, and commercial status.

The status of each unit — available, under option, reserved, sold — is updated automatically. Your teams see inventory status in real time. No more gaps between the sales director's spreadsheet and on-the-ground reality.

Unit	Type	Price	Status
A101	3BR • 65m²	345,000 €	Under Option
B204	2BR • 42m²	210,000 €	Available
C301	4BR • 88m²	480,000 €	Available

Module 4.2

Off-plan sales pipeline and option tracking

The Kanban pipeline faithfully reproduces the new construction sales cycle: qualified prospect, sales gallery visit, option placed, reservation contract signed, deed of sale, delivery.

Option tracking is central: Cirrus Shield calculates the deadline for each option placed, alerts the sales rep before expiration, and automatically releases the unit if the option is not converted.

Sales Gallery

Mr. Dupont

Seeking 3BR

Option Placed

Unit A101

Expires in 2 days

345,000 €

Module 4.3

Reservation contracts and e-signature

Generate the reservation contract directly from the opportunity record, automatically merging buyer data, unit details, program information, and your pricing grid.

Native integration with HelloSign and DocuSign allows buyers to sign remotely and securely. All buyer documentation is centralized and ready to send to the notary.

RESERVATION CONTRACT - OFF-PLAN

Signed

Module 4.4

Internal and external sales team management

Manage your employed sales reps and external channels (wealth advisors, third-party marketers) in the same tool. You assign leads based on your rules and track individual performance.

Granular access rights are essential: an external broker only sees the units assigned to them, with no visibility into your overall pipeline or other partners.

Camille T.

Internal Sales Rep

Full Access

Rosalie D.

Wealth Advisor Partner

Limited Units

Antoine B.

Sales Director

Admin

Module 4.5

New-build program marketing

Capture leads directly from your program's website through native WordPress integration, with automatic assignment to the right department.

Segment your buyer database (tax incentives, rental investors, first-time buyers) and trigger targeted email campaigns with different scenarios based on pipeline status.

Opens

48%

Clicks

12%

Leads Generated

Launch: Residence "The Patio" 🌿

Investor Preview

Discover our new 3BR units with terraces, ideally located and eligible for tax incentive programs.

View Pricing Grid

Module 4.6

Real-time reporting and dashboards

See at a glance the commercialization status of each program. The sales velocity metric shows where to focus sales effort and where to adjust pricing.

Dashboards track each sales rep's performance and consolidate signed reservation contracts into expected cash flow, by payment schedule and by month.

Sales Velocity

68%

Projected Revenue

2.4M €

+12% this month

Units Reserved / Under Option

Our Positioning

A CRM built for organizations that want to stay in control

Cirrus Shield doesn't target the major developers. Our focus is the mid-market organization that wants a serious tool, without commercial lock-in or opaque pricing.

Mid-market developers 5 to 100 units/year

Today, your sales reps juggle Excel for pricing grids, Outlook for buyer communications, and a shared folder for contracts. Placed options sometimes lapse without anyone noticing.

Cirrus Shield structures this activity without disrupting your existing workflow. You stay in control of your processes. The tool gives you visibility, automated follow-ups, and a complete audit trail.

Excel Sheets Unified Data

Scattered Outlook CRM History

Shared Folders E-Signature

Marketing partners & brokers

If you market new construction for multiple developers, your challenges are different: managing multiple pricing grids and agreements simultaneously.

The low-code platform lets you model these multi-developer structures. You set visibility rules and commission schedules for each developer.

Social housing & affordable programs

Affordable housing projects require specific workflows: eligibility, income limits, rental phases... that aren't standardized.

Cirrus Shield lets you build these custom paths via low-code customization, without compromising your mainstream development business.

When we're not the right fit

Cirrus Shield isn't a good match if you're a large developer group building over 500 units annually and seeking a fully integrated end-to-end suite.

You need a native developer accounting ERP
You require distribution across 90+ listing portals
You're looking for complex predictive AI

In those cases, heavy vertical solutions or traditional enterprise ERPs will be a better fit for your organization.

Our Value Proposition

An extremely flexible commercial CRM with transparent pricing and rapid deployment. Built for organizations that want a useful, high-performance tool, without committing to a six-figure implementation.

Native Low-Code Platform

A developer CRM that adapts to YOUR processes, not the other way around

Rigid developer CRMs on the market impose their data structure, workflows, and vocabulary. You adapt your business to the tool — and pay consultant fees for every deviation. Cirrus Shield flips the problem on its head.

Builder: Buyer Modifications

Drag and drop fields to structure your business object.

Related Buyer Relation (Contact) • Required

Affected Unit Relation (Unit) • Required

Detailed Description Long Text

Estimated Cost Inc. Tax Currency

Technical Director Approval Checkbox

Custom Buyer Modifications module

Manage buyer-requested modifications with statuses, cost fields, and approvals aligned with your internal workflow.

Payment Schedules & Completion Guarantees

Automate payment milestones based on your sales agreements or build a custom object if you manage completion guarantees in-house.

Integrated Notary Coordination

Define a buyer document submission and validation workflow perfectly aligned with your partnering notary's requirements.

Ecosystem & API

Connect your developer CRM to your commercial ecosystem

A developer CRM lives within an ecosystem. Cirrus Shield connects natively to your everyday tools: from your website to your e-signature solution.

Integrations Hub

Native Applications

Enable your connectors with one click. (Hover to connect)

WordPress

Web Forms

Outlook

Contacts & Calendar

Calendly

Appointment Booking

HelloSign

E-Signature

DocuSign

Reservation Contracts

Stripe

Deposit Processing

Brevo

Marketing Campaigns

REST API & ERP Connectors

For connections with your developer accounting ERP, Cirrus Shield exposes a documented REST API. Synchronize buyers, reservation contracts, and payment schedules based on your scope.

Sage Bâtiment Cegid Salvia Batiscript

POST /api/v2/reservations/sync
{
"lot_id": "L-8493",
"status": "ACTE_SIGNE",
"erp_sync": true
}

Clear Role Separation

Cirrus Shield positions itself as a complementary commercial CRM to your developer accounting ERP. This separation avoids the heaviness of integrated suites and lets each tool do its job well.

Cirrus CRM Sales & Marketing

Your ERP Accounting & Reporting

Transparency & Independence

Cirrus Shield: the transparent French alternative to developer CRMs

The developer real estate CRM market in France is dominated by a few publishers with similar commercial practices: hidden pricing, mandatory demos before quotes, long-term commitments. Cirrus Shield takes the opposite approach.

8.1

Public pricing and free trial without commitment

Where most developer CRMs require a sales demo and detailed qualification before sharing pricing, Cirrus Shield publishes its prices publicly. You know what you'll pay before your first conversation, and you can test the tool for 30 days without a credit card, on your actual programs.

View real estate pricing

Public pricing

30-day trial

No CC needed

8.2

100% French hosting and GDPR compliance

Your buyer data — ID documents, financial capacity, asset information for affordable housing programs — is sensitive. Cirrus Shield hosts it in France, in French datacenters, under French jurisdiction. GDPR compliance is built-in, not a paid add-on.

Security & Compliance

Native GDPR

French Servers

Affordable Programs

8.3

Human support from French consultants

Cirrus Shield is published by Aliston, a French IT consulting firm. The implementation package includes business requirements gathering, your program and unit setup, current inventory migration, and user and admin training. Support delivered in French by consultants who understand real estate development.

French Support

Training

Migration

Generic CRMs HubSpot, Pipedrive...

2/6

Recommended

Cirrus Shield Vertical Developer CRM

6/6

Developer CRM Market Leaders

3/6

Quick comparison

Evaluation criteria	Cirrus Shield	Developer CRM (market leaders)	Generic CRM (HubSpot, Pipedrive...)
Public pricing	Yes	Quote only	Yes
Free trial without credit card	30 days	Demo required	Yes
Low-code customization	Unlimited	Limited	Variable
Native off-plan workflows	Yes	Yes	No
French hosting	100% France	Variable	Often USA
Entry-level pricing	€99 / month	Quote only (often €200+)	$25–90/month

Customer Testimonials

They chose Cirrus Shield to manage their development business

Cirrus Shield powers real estate developers, external marketers, and wealth advisors specializing in new construction for several years. Here's what they've experienced.

Thomas Lecomte

Sales Director
New Builders Inc.

Real Estate Developer

Before Cirrus Shield, each program had its own shared Excel file — impossible to know in real-time who had reserved what. Today, the entire sales team works from the same database. Availability is always current, and duplicate reservations have disappeared. We've saved tremendous coordination time.

Caroline Favre

Manager
Favre New Construction

Marketing Partner

We market programs for multiple developers simultaneously. With Cirrus Shield, each developer only accesses their own data: their units, their buyers, their documents. Permissions are finely configured and it changes everything in our client relationships. No more confidentiality concerns, no more portfolio confusion.

Sébastien Martel

Chief Executive Officer
Martel Development Group

Executive Leadership

What convinced me was transparent pricing. We knew exactly what we'd pay before even speaking to a salesperson. ROI was visible within the first months: less time wasted on coordination, fewer data entry errors, and a consolidated sales view I'd never had with our previous tools.

View customer stories

Verified customer reviews

Transparent Pricing

How much does Cirrus Shield cost for your development business?

Three editions, public pricing, two users included in each plan. Choose based on your sales volume and automation needs.

Standard

Small developers · fewer than 10 units/year

€ 99 exc. tax / month

+€49 / additional user

Setup from €2,780

Core CRM features, program and unit management, off-plan pipeline, reservation contracts.

Program & unit management
Off-plan pipeline
Reservation contracts
Contact & buyer management
Email campaigns

Popular

Professional

Mid-market developers · 10 to 50 units/year

€ 149 exc. tax / month

+€75 / additional user

Setup from €5,460

Everything in Standard plus advanced automation, e-signature, program marketing, and extended native integrations.

All Standard features
Advanced automation
E-signature
Program marketing
Extended integrations

Enterprise

Large developers & marketers · 50 to 100+ units/year

€ 249 exc. tax / month

+€99 / additional user

Setup from €8,770

Everything in Professional plus unlimited low-code customization, advanced granular permissions, and enhanced consultant support.

All Professional features
Unlimited low-code customization
Advanced permissions
Enhanced consultant support
Full REST API

Contact our team

30-day free trial

No credit card

Guided data migration for your programs

Mise en place

Comment se déroule la mise en place de votre CRM promoteur

Un déploiement CRM promoteur immobilier réussi se prépare. Nos consultants Aliston structurent votre projet en quatre phases claires, sur une durée moyenne de 6 à 12 semaines selon la complexité de votre activité et le volume de données à migrer.

Déploiement en 6 à 12 semaines

Cadrage métier

Semaines 1–2

Analyse de vos workflows, de vos programmes en cours, de vos équipes commerciales internes et externes, de vos modèles de contrat de réservation et de votre grille de prix type.

Paramétrage

Semaines 2–6

Configuration des objets programmes, lots, contrats de réservation, des étapes du pipeline VEFA, des droits d'accès par profil utilisateur et des automatisations.

Formation équipes

Semaines 6–9

Sessions dédiées commerciaux, administration des ventes, direction commerciale. Documentation utilisateur livrée, formation administrateur pour autonomiser vos référents.

Mise en production

Semaines 9–12

Bascule sur l'environnement de production, migration de votre stock en cours, accompagnement consultant pendant les premières semaines d'utilisation réelle.

Démarrer mon essai gratuit Demander une démonstration

Questions fréquentes sur le CRM promoteur immobilier Cirrus Shield

Qu’est-ce qu’un CRM et pourquoi est-il essentiel pour votre entreprise ?

Qu'est-ce qu'un CRM promoteur immobilier et en quoi diffère-t-il d'un CRM classique ?

Un CRM promoteur immobilier — aussi appelé CRM immobilier neuf ou logiciel immobilier neuf — est un logiciel de gestion de la relation client conçu spécifiquement pour les acteurs de l’immobilier neuf. Il intègre nativement les objets métier du secteur — programme, lot, grille de prix, contrat de réservation, option, acte authentique — que les CRM généralistes comme HubSpot ou Pipedrive ne proposent pas. Ce type de logiciel modélise le cycle de vente VEFA et gère les spécificités juridiques et commerciales de la promotion immobilière.

Cirrus Shield gère-t-il le cycle de vente VEFA complet (option, contrat de réservation, dénonciation, acte authentique) ?

Oui. Le pipeline de vente VEFA de Cirrus Shield couvre toutes les étapes : qualification du prospect, pose d’option avec délai paramétrable, génération du contrat de réservation, signature électronique, suivi du délai SRU de dénonciation, transmission au notaire, signature de l’acte authentique. Chaque étape est horodatée et traçable, avec alertes automatiques sur les délais critiques.

Cirrus Shield est-il adapté à mon volume de commercialisation ?

Cirrus Shield est conçu pour les promoteurs commercialisant entre 5 et 100 lots par an, et pour les sociétés de commercialisation externe portant des volumes équivalents. En dessous de 5 lots/an, un CRM dédié n’est généralement pas pertinent. Au-delà de 500 lots/an avec une organisation de grand groupe, une suite intégrée avec ERP comptable promoteur natif sera probablement plus adaptée.

Cirrus Shield gère-t-il les TMA (Travaux Modificatifs Acquéreurs) ?

Cirrus Shield est-il une alternative à Leizee, Happywait ou Unlatch ?

Sur le périmètre CRM commercial promoteur — gestion des programmes, des lots, du pipeline VEFA, des contrats de réservation, des forces de vente — oui. Cirrus Shield n’embarque pas la multidiffusion sur 90+ portails immobilier neuf, ni l’espace acquéreur digital intégral avec signature de l’acte authentique en ligne. Si ces fonctionnalités sont critiques pour vous, comparez objectivement. Si votre besoin est un CRM commercial flexible, transparent et personnalisable, Cirrus Shield est une alternative pertinente.

Cirrus Shield se connecte-t-il à mon ERP comptable promoteur (Sage, Cegid, Salvia, Batiscript) ?

Pas en intégration native. Cirrus Shield expose une API REST documentée qui permet de mettre en place une synchronisation avec votre ERP comptable promoteur sur projet. Le périmètre est à définir avec vos consultants : remontée des acquéreurs, des contrats de réservation, des appels de fonds. Cette intégration n’est pas incluse dans les éditions standard et fait l’objet d’un chiffrage spécifique selon votre ERP et votre besoin de synchronisation.

Mes commercialisateurs externes peuvent-ils accéder à Cirrus Shield ?

Oui. Vous créez des profils utilisateurs dédiés à vos commercialisateurs externes, avec des droits d’accès granulaires : un commercialisateur ne voit que les programmes et les lots qui lui sont affectés, sans visibilité sur le reste de votre activité, ni sur vos autres partenaires. Les règles de visibilité sont définissables programme par programme selon vos conventions de commercialisation.

Cirrus Shield gère-t-il les opérations BRS et PSLA ?

Cirrus Shield ne propose pas de module BRS ou PSLA prêt à l’emploi, mais la plateforme low-code permet de modéliser ces parcours spécifiques : vérification de l’éligibilité acquéreur, contrôle des plafonds de ressources, conventionnement avec l’Organisme de Foncier Solidaire pour le BRS, phase locative et levée d’option pour le PSLA. Le paramétrage de ces parcours est à intégrer au cadrage initial du projet.

Combien coûte un CRM promoteur immobilier en moyenne ?

Les CRM promoteurs verticaux du marché français facturent généralement entre 200 et 500€/mois par utilisateur, avec des frais de mise en service de 5 000 à 30 000€. Cirrus Shield commence à 99€ HT/mois pour deux utilisateurs inclus, avec une mise en service à partir de 2 780€. Les tarifs publics sont consultables sur la page tarifs immobilier.

Comment se passe l'essai gratuit de 30 jours pour un promoteur ?

Vous créez votre compte en ligne sans carte bancaire et accédez immédiatement à un environnement Cirrus Shield complet avec les fonctionnalités du module Immobilier. Vous pouvez importer vos programmes en cours, vos lots, vos prospects, et tester l’outil sur votre activité réelle pendant 30 jours. Aucun engagement à l’issue : vous décidez de souscrire ou non en toute connaissance.

Mes données acquéreurs et programmes sont-elles hébergées en France ?

Oui. L’ensemble des données Cirrus Shield — vos programmes immobiliers, vos lots, vos acquéreurs, vos contrats de réservation, vos pièces justificatives — sont hébergées en France, dans des datacenters français, sous juridiction française. La conformité RGPD est native. Voir la page sécurité et conformité pour le détail des certifications et engagements.

Combien de temps faut-il pour déployer Cirrus Shield dans ma structure promoteur ?

Entre 6 et 12 semaines en moyenne, selon la complexité de votre activité (nombre de programmes en cours, nombre d’utilisateurs, besoins de personnalisation low-code, intégrations spécifiques à votre ERP). Le déploiement s’articule en quatre phases : cadrage métier, paramétrage, formation des équipes, mise en production accompagnée. Pour les petites structures sans besoin de personnalisation lourde, un déploiement en 4 à 6 semaines est possible.

Prêt à structurer la commercialisation de vos programmes immobiliers ?

Testez Cirrus Shield sur votre activité réelle, sans engagement. 30 jours d’accès complet, sans carte bancaire, migration de vos programmes en cours accompagnée par nos consultants.

Demander une démo Essai gratuit 30 jours

Sans carte bancaire · 30 jours d'accès complet · Migration de vos données accompagnée

Streamline the sales of your new-build programs

Why a generic CRM isn't enough for a real estate developer

A unique off-plan sales cycle

Complex operational reality

The answer: A vertical CRM

All features of a real estate developer CRM in a single platform

Program and unit management

Off-plan sales pipeline and option tracking

Reservation contracts and e-signature

Internal and external sales team management

New-build program marketing

Real-time reporting and dashboards

A CRM built for organizations that want to stay in control

Mid-market developers 5 to 100 units/year

Marketing partners & brokers

Social housing & affordable programs

When we're not the right fit

Our Value Proposition

A developer CRM that adapts to YOUR processes, not the other way around

Custom Buyer Modifications module

Payment Schedules & Completion Guarantees

Integrated Notary Coordination

Connect your developer CRM to your commercial ecosystem

Native Applications

REST API & ERP Connectors

Clear Role Separation

Cirrus Shield: the transparent French alternative to developer CRMs

Quick comparison

They chose Cirrus Shield to manage their development business

How much does Cirrus Shield cost for your development business?

Standard

Professional

Enterprise

Comment se déroule la mise en place de votre CRM promoteur

Questions fréquentes sur le CRM promoteur immobilier Cirrus Shield

Qu’est-ce qu’un CRM et pourquoi est-il essentiel pour votre entreprise ?

Qu'est-ce qu'un CRM promoteur immobilier et en quoi diffère-t-il d'un CRM classique ?

Cirrus Shield gère-t-il le cycle de vente VEFA complet (option, contrat de réservation, dénonciation, acte authentique) ?

Cirrus Shield est-il adapté à mon volume de commercialisation ?

Cirrus Shield gère-t-il les TMA (Travaux Modificatifs Acquéreurs) ?

Cirrus Shield est-il une alternative à Leizee, Happywait ou Unlatch ?

Cirrus Shield se connecte-t-il à mon ERP comptable promoteur (Sage, Cegid, Salvia, Batiscript) ?

Mes commercialisateurs externes peuvent-ils accéder à Cirrus Shield ?

Cirrus Shield gère-t-il les opérations BRS et PSLA ?

Combien coûte un CRM promoteur immobilier en moyenne ?

Comment se passe l'essai gratuit de 30 jours pour un promoteur ?

Mes données acquéreurs et programmes sont-elles hébergées en France ?

Combien de temps faut-il pour déployer Cirrus Shield dans ma structure promoteur ?

Prêt à structurer la commercialisation de vos programmes immobiliers ?

Commencez à vendre plus avec Cirrus Shield - 30 jours gratuits !