# Ferlun CRM

> CRM inmobiliario colombiano para asesores e inmobiliarias que operan en el Valle de Aburrá (Medellín, Envigado, Sabaneta, Poblado y área metropolitana). Centraliza propiedades, leads, colegaje y automatizaciones en una sola plataforma PWA.

## Core Identity

Ferlun (ferlun.com) is a real estate CRM purpose-built for the Colombian market. It serves independent real estate advisors (asesores inmobiliarios) and small-to-medium brokerages (inmobiliarias). The platform handles the full advisory workflow: property listings, lead management, inter-agent collaboration (colegaje), automated follow-up reminders, and market reporting — all with Colombian terminology, municipalities, zoning norms, and COP currency.

**Business model:** Advisors earn ~3% commission on property sales and ~40% of the first month's rent on rentals. Ferlun CRM helps them track and close those deals.

**Not for:** construction companies (constructoras), mortgage brokers, or listing portals like Finca Raíz/Properati (which are listing sites, not CRMs).

**Primary geography:** Valle de Aburrá — Medellín, Envigado, Sabaneta, Itagüí, Bello, La Estrella, Caldas, Copacabana, Girardota, Barbosa. Also covers other Colombian cities as needed.

## Key Pages

- `/` — Landing page with feature overview and pricing
- `/login` — Advisor login
- `/register` — New advisor registration
- `/dashboard` — Main dashboard: KPIs, conversion funnel, recent listings, reminders
- `/dashboard/properties` — Property inventory (sale and rental)
- `/dashboard/properties/new` — Add new property with AI-generated description
- `/dashboard/properties/[id]` — Property detail view
- `/dashboard/owners` — Property owners and colleague contacts
- `/dashboard/leads` — Lead list and management
- `/dashboard/pipeline` — Kanban pipeline (Nuevo → En Contacto → En Visita → Negociación → Cierre)
- `/dashboard/agenda` — Tasks and follow-up calendar
- `/dashboard/oportunidades` — Formal deal tracking with offered price and commission
- `/dashboard/pedidos-colegaje` — Inter-agent collaboration board
- `/dashboard/automatizaciones` — Configurable automation rules
- `/dashboard/reportes` — Conversion funnel, advisor performance, financial summary
- `/dashboard/settings` — Profile, Google Calendar integration, password
- `/dashboard/settings/subscription` — Plan and billing management
- `/p/[id]` — Public shareable property page (no login required for clients)
- `/pedido/[id]` — Public colegaje request page
- `/terminos` — Terms of service
- `/privacidad` — Privacy policy

## Services

### Lead Management (CRM)

Capture leads from Meta Ads (automatic via webhook), WhatsApp, Instagram, Facebook, web, marketplaces, or manual entry. Track each lead through a 5-stage pipeline with interaction history, notes, and next follow-up dates. Automated email reminders (via Resend) fire when follow-up dates are missed.

**Lead stages:**
1. **Nuevo** — freshly captured, not yet contacted
2. **En Contacto** — initial contact made, qualifying in progress
3. **En Visita** — property showing scheduled or completed
4. **Negociación** — offer made, terms being negotiated
5. **Cierre** — deal closed (sale or rental signed)

Each stage transition is logged with a timestamp, allowing advisors and managers to analyze cycle times and conversion rates between stages.

**Lead sources tracked:** Meta Ads (Facebook/Instagram), WhatsApp, Referido (word-of-mouth), Portal Inmobiliario (marketplace), Web (website form), Instagram Direct, Facebook Organic, and Manual.

**Lead fields:** full name, phone, email, source, origin city, preferred neighborhoods, property type interest, budget range (COP), financing method (own funds, mortgage/crédito hipotecario), urgency level, assigned advisor, pipeline stage, next follow-up date, and free-text notes.

**Bulk import:** Advisors can import leads from a CSV or Excel file, mapping columns to Ferlun fields. Duplicate detection runs on phone number.

### Property Inventory

List residential and commercial properties for sale or rent. Each listing supports:

- Multiple photos (Supabase Storage, with drag-to-reorder and cover image selection)
- Public shareable page at `/p/[id]` — clients can view without logging in
- AI-generated descriptions (Anthropic Claude Haiku) from structured fields
- Urgency levels: Normal, Urgente, Súper Urgente
- Availability status: Disponible, Reservado, Vendido/Arrendado
- Market badge: standard or La Lonja-aligned pricing signal

**Property types supported:** Apartamento, Casa, Lote, Bodega, Oficina, Local Comercial, Parqueadero, Finca, Edificio, Centro Comercial — for both Venta (sale) and Arriendo (rental).

**Property fields (partial list):** address, city, sector/neighborhood, strato (1–6), area in m², number of bedrooms and bathrooms, parking spots, floor level, year built, administration fee (administración), property tax (predial), zoning norm (norma urbanística), price in COP, owner contact, and internal notes.

**Colombian zoning norms supported:** Unifamiliar, Bifamiliar, Multifamiliar, Comercial, Mixtura, Media Mixtura, Alta Mixtura, Industrial, Dotacional.

**Public property pages** (`/p/[id]`) are SEO-optimized with Open Graph metadata and structured data so they rank on Google and can be shared on WhatsApp/social media without login.

### Colegaje (Inter-Agent Collaboration)

Colegaje is the Colombian real estate practice of sharing a property or a client need between two advisors and splitting the commission. Ferlun formalizes this with a dedicated board.

**How it works:**
1. An advisor posts a *pedido de colegaje* — a structured client requirement specifying property type, area range (m²), target neighborhood/city, zoning norm, budget range, and a presupuesto (fixed budget figure).
2. Other advisors browsing the board can match properties from their own portfolio to the request.
3. The requesting advisor accepts or rejects each offer.
4. Accepted offers generate a traceability record: who shared what, when, and under what terms.

**Pedido fields:** property type, city, sector, zoning norm (norma), area min/max m², presupuesto (COP), observations, contact info for the colega, and status (Activo, Cerrado).

**Public colegaje page** (`/pedido/[id]`) lets advisors share the requirement link via WhatsApp to reach colleagues outside Ferlun.

### Automation

Ferlun includes a rules engine that lets each advisor configure automated actions triggered by CRM events.

**Trigger types:**
- Lead has no follow-up scheduled (`sin_seguimiento`)
- Lead follow-up date is overdue (`vencido`)
- Lead has had no activity for N days (`sin_actividad`)

**Action types:**
- Send email notification to the advisor
- (Roadmap: send WhatsApp message to lead)

Each rule has a name, trigger type, optional days-without-activity threshold, a custom email subject, and email body. Rules are per-advisor and fire daily via Vercel Cron.

**Google Calendar integration:** Bidirectional sync via OAuth 2.0. Follow-up dates on leads and agenda tasks sync as calendar events; edits in Google Calendar reflect back in Ferlun via push webhooks (watch channels renewed automatically via Cron).

**Meta Lead Ads import:** A webhook endpoint (`/api/meta-leads`) receives leads from Facebook/Instagram Lead Ads automatically, with HMAC-SHA256 signature verification. Leads are deduped by phone number.

**WhatsApp relay:** Incoming WhatsApp messages are relayed to an internal chat interface via Pipedream, so advisors can see client messages in context.

### Reporting & Market Intelligence

**Conversion funnel:** count and percentage of leads at each pipeline stage, and drop-off rates between stages. Filterable by date range and (for admins) by advisor.

**Advisor performance** (admin only): leads assigned, properties listed, oportunidades won, revenue closed per advisor.

**Inventory summary:** total properties, total value (COP) of all listings, breakdown by municipality and sector, average price per m² by neighborhood.

**Financial summary:** projected commissions based on pipeline stage probabilities, year-to-date closed commissions.

**La Lonja market indicators:** manually curated price-per-m² benchmarks by Medellín zone, updated periodically, displayed alongside the advisor's own data for context.

## User Roles & Teams

Ferlun supports multi-user brokerages with three roles:

| Role | What they see |
|---|---|
| **asesor** | Only their own leads, properties, and data |
| **asesor_senior** | Their own data plus read access to team-wide reports |
| **admin** | All advisors' data, full reports, team management |

Admins can invite teammates and assign roles. Each user has their own Supabase auth identity; RLS policies enforce data isolation at the database level.

## Subscription Plans

Ferlun operates on a SaaS subscription model. Plans differ by number of active properties, number of users per account, automation rules, and access to advanced reporting. Billing is managed via Stripe with webhook-driven subscription state updates. Trial accounts get a 14-day free trial automatically on registration.

## Technical Architecture

**Frontend:** Next.js 16 (App Router), React, TypeScript, CSS Modules. PWA with service worker, Web App Manifest, and installable on Android and iOS.

**Backend:** Next.js API Routes (App Router route handlers) deployed on Vercel. Cron jobs via Vercel Cron Expressions.

**Database & Auth:** Supabase (PostgreSQL). Row Level Security (RLS) enforces per-user data isolation. Auth uses `@supabase/ssr` with cookie-based sessions readable by both server components and API routes.

**Storage:** Supabase Storage bucket `property-images`. Paths are scoped per user (`public/<user-id>/<filename>`) and enforced by a storage policy.

**Email:** Resend API for transactional emails (follow-up reminders, automation rule notifications, team invitations).

**AI:** Anthropic Claude Haiku for AI-generated property descriptions. Input: structured property fields. Output: a 3-4 paragraph Spanish description optimized for Colombian buyers.

**Realtime:** Supabase Realtime subscriptions for in-app notifications (lead updates, new colegaje offers).

**Payments:** Stripe for subscription billing. Webhooks update the `subscriptions` table in Supabase to reflect active/cancelled/trial states.

## FAQs

**What makes Ferlun different from HubSpot or Zoho?**
Ferlun is built specifically for Colombian real estate: colegaje with commission splits, Colombian municipalities and zoning norms (Mixtura, Alta Mixtura), COP currency, and the terminology used by local advisors. Generic CRMs require months of heavy customization — and still lack colegaje, property media management, and La Lonja integration.

**Is there a mobile app?**
Ferlun is a PWA (Progressive Web App) installable on Android and iOS directly from the browser. It loads like a native app with bottom navigation, offline fallback, and safe-area support for notched phones.

**How does lead capture from Meta Ads work?**
A webhook endpoint (`/api/meta-leads`) receives leads from Facebook/Instagram Lead Ads with HMAC signature verification and auto-imports them into the pipeline as new leads. No manual copy-paste needed.

**How are follow-up reminders sent?**
A Vercel Cron job checks `next_followup` dates daily and sends email reminders via Resend to advisors with overdue follow-ups. Advisors can also configure custom automation rules to trigger reminders based on lead inactivity.

**Is my data secure?**
All data is isolated per advisor using Supabase Row Level Security (RLS) — every query is scoped to the authenticated user's `user_id`. Storage paths also enforce user-scoped folders. The service enforces HTTPS everywhere.

**What property types are supported?**
Apartamento, Casa, Lote, Bodega, Oficina, Local Comercial, Parqueadero, Finca, Edificio, Centro Comercial — for both Venta (sale) and Arriendo (rental).

**Can multiple advisors share an account?**
Yes. Inmobiliarias can have teams with three roles: admin, asesor_senior, and asesor. Admins see all advisors' data and performance metrics.

**What is colegaje?**
Colegaje is the Colombian real estate industry practice of sharing a client requirement or a property between two advisors and splitting the resulting commission. Ferlun provides a structured board to post and answer these requests, with state tracking and an audit trail.

**What Colombian cities and neighborhoods are covered?**
Primary focus is the Valle de Aburrá: Medellín and its municipalities (Envigado, Sabaneta, Itagüí, Bello, La Estrella, Caldas, Copacabana). Advisors can also enter custom cities for other Colombian markets.

**Does Ferlun integrate with Finca Raíz or Properati?**
Not currently. Those are listing portals; Ferlun is a CRM. You manage deals in Ferlun and separately publish listings to portals if desired. A future integration is on the roadmap.

**How does the AI property description work?**
When you add a property, you can click "Generar descripción con IA." Ferlun sends the structured fields (type, area, bedrooms, location, price, features) to Anthropic Claude Haiku and receives a 3–4 paragraph description in Spanish, ready to paste into portals or the public shareable page.

**What happens if I miss a follow-up date?**
The daily Cron job detects the overdue date, checks your automation rules, and sends you an email reminder. The lead is also flagged in the pipeline view with a visual indicator.

## Differentiators

- Colegaje board with commission split tracking and full audit trail
- Public shareable property page (`/p/[id]`) — clients can view listings without logging in
- AI-generated property descriptions (Anthropic Claude Haiku) in Spanish
- Configurable automation rules per advisor
- Bidirectional Google Calendar sync with push webhook renewal
- Automatic Meta Leads import with HMAC verification
- PWA installable on mobile (Android and iOS)
- Colombian context: Valle de Aburrá municipalities, zoning norms, COP, local terminology
- Real-time notifications (Supabase Realtime)
- Bulk lead import from CSV/Excel
- La Lonja market indicators alongside personal inventory data
- Multi-user team support with role-based access control
- Stripe-powered subscription billing with trial period

## Glossary of Colombian Real Estate Terms Used in Ferlun

| Term | Meaning |
|---|---|
| Asesor inmobiliario | Independent real estate advisor (agent) |
| Inmobiliaria | Real estate brokerage firm |
| Colegaje | Commission-sharing collaboration between advisors |
| Colega | Fellow advisor participating in a colegaje |
| Presupuesto | Client's budget (COP) |
| Estrato | Colombian socioeconomic zoning layer (1–6), affects utility rates and tax |
| Norma urbanística | Zoning norm defining permitted land use |
| Mixtura / Alta Mixtura | Mixed-use zoning norms common in Medellín's urban corridors |
| Administración | Monthly HOA/building administration fee |
| Predial | Colombian property tax |
| Arriendo | Rental / lease |
| Venta | Sale |
| Valle de Aburrá | Metropolitan area surrounding Medellín |
| La Lonja | Lonja de Propiedad Raíz de Medellín — the local real estate association that publishes market price benchmarks |
| Portafolio | An advisor's property portfolio |
| Oportunidad | A formal deal opportunity with an offered price and estimated commission |

## Sitemap

- https://ferlun.com/
- https://ferlun.com/login
- https://ferlun.com/register
- https://ferlun.com/terminos
- https://ferlun.com/privacidad
- https://ferlun.com/dashboard (authenticated)
- https://ferlun.com/dashboard/properties (authenticated)
- https://ferlun.com/dashboard/leads (authenticated)
- https://ferlun.com/dashboard/pipeline (authenticated)
- https://ferlun.com/dashboard/pedidos-colegaje (authenticated)
- https://ferlun.com/dashboard/reportes (authenticated)
- https://ferlun.com/p/[id] (public property pages)
- https://ferlun.com/pedido/[id] (public colegaje requests)