Your WhatsApp conversations. Organized as a pipeline.

Upload your .xlsx or .csv · Orkasa automatically maps columns (name, phone, property, stage, value, assigned agent, contact date). It shows a preview before importing · you can fix mappings or add custom fields. AI detects duplicates (same phone or email) and asks what to do. Average migration: 247 leads in 8 minutes. No agency · no Salesforce admin.

Today the pipeline is tuned for sale (Initial contact → Viewings → Negotiation → Signed promise → Bank processing → Public deed → Key handover → Post-close → Won/Lost). For rentals we use the same stages up to contract signing · the "buyer's journey" field works the same for tenant + landlord. A dedicated rental pipeline is on the roadmap.

You configure roles (scout / closer / house) with % each · when an operation closes, Orkasa calculates automatically. Supports co-broke with another brokerage (50/50 split between houses + internal split on each side). Applies tax withholdings per country (Panama 7%, Mexico 10% ISR, Colombia 4%, etc.). Generates payment report for accounting · auditable · no Excel.

Yes · two-way sync. Visits scheduled in Orkasa appear in your Google Calendar (or Outlook) and vice versa · if you block a slot in your calendar, no visit can be scheduled in it. It also integrates with your email (Gmail/Outlook) · every conversation with a lead is automatically saved to their record · without you having to copy-paste.

Yes · visual automation builder. Rules like "If lead moved to Visit and 3 days passed without update → send WhatsApp template 'How did you like the property?'". Supports multi-step sequences · conditionals · mixed channels (WhatsApp + email). No Zapier · no coding required.

The AI forecast returns an expected value for next month + low/high range + confidence level + drivers and warnings explained. Accuracy improves as your brokerage accumulates historical data · the model recalibrates every week with your real deals (velocity per stage, win rate per channel, average ticket). We need at least 30 closed deals for the model to learn your specific velocity · before that we use benchmarks for your market.

Yes · native iOS and Android apps (not PWA). Your agent sees the kanban on their phone · can move deals between stages · reply on WhatsApp · attach a visit photo · mark as closed. Push notifications for new leads, urgent alerts and closes. Works offline · syncs when the connection returns.

3 default levels: Admin (sees everything · configures rules · accesses financial reports), Manager (sees their team · assigns leads · sees forecast), Agent (sees only their deals · no access to other agents' commissions). Enterprise plan allows custom roles with granular permissions. Multi-workspace for brokerages with multiple independent offices.

Enterprise plan includes native integration with QuickBooks, Alegra (LATAM), Siigo (Colombia), Contabilium (Argentina). Every time an operation closes, it generates an electronic invoice · tax withholding · commission split · everything sent to your accounting system. No manual re-typing. For custom systems a REST API is available (Enterprise plan).