CRM for businesses that live on enquiries
Answer every enquiry in under five minutes.
A customer writes on WhatsApp, fills in your form or calls. Treasury puts the enquiry in front of the right person in seconds, starts a clock on the first reply, and moves it to someone free if the clock runs out. Under your name, not ours.
- Price
- From EUR 19 a month
- Seats
- Unlimited users
- Brand
- Your domain, your sender
Hi, do you have a consultation slot this week? I saw your ad.
New enquiryWhatsApp, 14:02:07
InterestConsultation, this week
Claimed by Sara K.in 2 seconds, round robin
First reply0:38
One CRM, six trades
Same Treasury, your words.
One board, renamed for each business: its stages, its fields, its channels.
Illustrative examples. The businesses, people and figures are invented; the stages, fields, channels, bookings, inventory, milestones, checklists, buyer matches and reports are real Treasury features.
Dental clinics
Website forms become patients, and consultations fill the day from the booking link.
EnquiryCalled backConsultationTreatment planStarted
Car dealerships
Lead ads become test drives, and each car's status follows the deal.
LeadContactedTest driveOfferDelivered
Law and accounting firms
An email opens the matter, and its milestones and fees sit on the deal.
IntakeConflict checkConsultationEngagementRetained
Property agencies
A new listing finds the buyers already waiting, and the alert goes out.
EnquiryQualifiedViewingOfferSold
Gyms and studios
WhatsApp questions become trial classes, answered inside five minutes.
EnquiryTrial bookedAttendedOffer sentMember
Solar and home installers
A call is logged, the survey checklist fills, and the quote goes out.
EnquirySurvey bookedQuote sentApprovedInstalled
How it works
From first message to first reply, on the clock.
- 01
It lands in one inbox
WhatsApp, your website forms, Meta lead ads, email, and enquiries forwarded from listing portals. Each one becomes a client record under the brand it was meant for, with what they asked about on it.
- 02
The right person has it in seconds
A rule decides who gets it: round robin across the team, or straight to a named person. Nobody copies a lead out of a group chat, and nobody argues later about whose it was.
- 03
The clock is on the screen
The first-reply clock starts when the enquiry lands. Reply from the record on WhatsApp with the brand's own template, already filled in with the client's name and what they asked about, and the clock stops.
- 04
If nobody answers, it moves
Set a limit, say ten minutes. A lead nobody has answered by then moves to whoever has the lightest desk, with a call-now task on their Today screen and a note on the record. It moves once, never in circles, and never to someone busier.
Step 4 is the same lead if Sara had been away from her desk.
In daily use
Built inside a brokerage, used every day.
Treasury was built for a Dubai brokerage’s own sales desk and runs its WhatsApp and portal enquiries every day, alongside property teams in Europe. We do not publish client names. That discretion is part of the product, and it will apply to you too.
- SeatsUnlimited on every plan, from EUR 19 a monthA brand with forty people costs what a brand with one person costs.
- WhatsAppOn the first tier, not the thirdClick to chat with personalised templates, and replies logged back on the record.
- White labelYour brand, your domain, your customersYour client signs in at their own address and never sees the word Treasury.
Leads contacted within five minutes reach a live conversation about four times as often as leads contacted after thirty.
See what a slow first reply costs you, with your own numbers.
Your name on it, not ours.
Each brand gets its own domain, logo, colours and sending address. Your team and your clients sign in and receive mail under your name, and never see the word Treasury.
Run several brands from one login, with records that never mix, or resell it to the brokerages you serve under your agency’s name. How agencies resell it
Plainly
What Treasury is
Treasury is a hosted CRM for businesses that live on enquiries: property brokerages, clinics, dealerships, professional firms, studios and installers. Every enquiry, from WhatsApp, a website form, a lead ad, email or a portal, becomes one client record with the whole conversation on it, and goes to the right person straight away. The pipeline stages and the fields on a record are yours to name.
Each brand you run gets its own workspace, team, pipeline and public face: its own domain, logo and sending address. A client never sees the word Treasury, and the records behind two brands never mix.
Inside
A working CRM, not a demo
- Inbox
- WhatsApp, email and portal enquiries on one record per client, replies logged where they belong.
- Routing
- Round robin or named agent on every new lead, decided by a rule you can read.
- Response limit
- A clock on every first reply, and a lead that waits too long moved once to a free colleague.
- Today
- Each agent opens one screen: who is waiting for a reply, what is due, what slipped.
- Pipeline
- Stages you name per brand, from first enquiry to signed and paid.
- Templates
- WhatsApp and email written once per brand, filled in with the client and the property.
- Reports
- Median first response per brand and per agent, sources, funnel and outcomes.
- Brands
- Each brand on its own domain with its own sender, all under one login for the owner.
What it costs
Priced per brand, never per agent
Seats are never counted. Nobody is left off the system to save a licence, and a brand with forty agents costs the same as a brand with one. What moves the price is the size of the work: how many contacts are live in front of you, how much you send, and whether you need automation, permissions and an audit trail. Further brands are added at half rate, and agencies reselling under their own name are on a flat wholesale rate.
There is no self-serve tier and no free trial. Every account is set up with you, so the first conversation is about your team, your brands and where your enquiries come from.
Compared
Against what you already know
- Treasury vs PropSpace
PropSpaceThe Gulf incumbent since 2012, priced per user with a monthly minimum.
TreasuryUnlimited agents on one flat price, and every brand you run in one account.
- Treasury vs Privyr
PrivyrA strong follow-up app for one agent on a phone.
TreasuryThe system the brokerage above that agent runs, with pipeline and routing.
- Treasury vs GoHighLevel
GoHighLevelA broad agency platform you build a property workflow on yourself.
TreasuryBuilt for property on day one: listings, viewings, portals and WhatsApp.
- Treasury vs Follow Up Boss
Follow Up BossA team CRM for the American market, priced per seat, no WhatsApp of its own.
TreasuryWhatsApp on the first tier and seats never counted.
- Treasury vs HubSpot
HubSpotA marketing platform with WhatsApp on a higher tier.
TreasuryWhatsApp from EUR 19 a month, priced for a sales team.
- Treasury vs Pipedrive
PipedriveA well-drilled pipeline for one business per account.
TreasuryEvery brand you own in one account, each under its own name.
- Treasury vs Bitrix24
Bitrix24Broad and cheap per user, after a customisation project.
TreasuryA property CRM the day you sign in, no implementation project.
- Treasury vs Lofty
LoftyFour packages, deep nurture and AI, and not one published price.
TreasuryThree published figures, and the first is EUR 19 a month.
- Treasury vs BoldTrail
BoldTrailWebsite, lead engine and CRM in one, behind a demo form.
TreasuryThe sales half, priced in public, with nothing to pay to start.
Each comparison prints its figures with the date they were read and a link to where they came from.
Asked and answered
Questions
- How fast does a new enquiry reach an agent?
- In seconds. When an enquiry arrives, a routing rule assigns it straight away, round robin across the team or to a named agent, and the agent opens a record that already holds the client's name, number and what they asked about.
- What happens if nobody answers a lead?
- You set a response limit for the workspace. A lead nobody has answered inside it is moved once to the colleague with the lightest desk, never to someone busier, with a call-now task on their Today screen and a note on the record. Treasury checks every two minutes, and it never moves the same lead twice.
- Can I see how fast each agent replies?
- Yes. Treasury times the first reply on every lead, and a team scorecard ranks each agent on what they answered, how fast, how many clients they worked, the viewings they held and what they closed, so the conversation on Monday is about numbers rather than impressions.
- How does an agent work through the day's calls?
- One client at a time. A calling session lines up everyone who was never answered, every follow-up that is overdue or due today and every client gone quiet, or any saved list, and puts one client on the screen with the number and WhatsApp under the thumb. The agent taps what happened and when to follow up, and the next client is already there.
- Can I see which portal pays for itself?
- Yes. Enter what each source costs a month, a portal subscription or an ad budget, and the reports show the spend, the cost per lead, the cost per client won and the return on it, compared only in the same currency.
- Do viewings and follow-ups show up in my calendar?
- Yes. Each agent has a private calendar address that Google, Apple and Outlook Calendar subscribe to. Their viewings, follow-ups and tasks stay in it, kept current, and each one opens the client's record.
- What is Treasury?
- Treasury is customer software for a sales team: clients, companies, pipelines, notes, tasks and every message you send them, in one place. It is hosted, so there is nothing to install and nothing to keep running. What separates it from a general CRM is that one account can hold several businesses at once, each with its own users, records, templates and public face.
- Does Treasury work with WhatsApp?
- Yes, from the first tier. You send from a client's record with click to chat, and the message arrives already written from that brand's template, with the name, the property and the sign-off filled in. Replies come back through the inbound bridge and are logged on the right client in the right brand. Connect the brand's own WhatsApp Business number and the team also works one shared inbox, with delivery receipts and WhatsApp's 24 hour reply window handled for them. It is not a broadcast tool.
- What does Treasury cost?
- From EUR 19 per brand per month. That is one brand with unlimited seats, and it includes the brand's own domain and sending address. Further brands are added at half rate, and agencies reselling under their own name are on a flat wholesale rate.
- Are seats counted?
- Never, on any plan. What moves the price is the size of the work: how many contacts are live in front of you, how much you send, and whether you need automation, permissions and an audit trail. Nobody is left off the system to save a licence.
- Can each brand have its own domain and sending address?
- Yes, and that is the point of the product. Each brand has its own domain, logo, colours and sender. A client signing in sees their own name on the login screen and receives mail from their own address. The records behind the brands never mix.
- Is there a free trial?
- No, and there is no self-serve tier. Every account is set up with you, so the first conversation is about how many brands you run and who needs to see them.
- Do leads from Property Finder and Bayut come in automatically?
- Not natively yet. Today a mailbox rule posts the portal's notification email to that brand's portal endpoint and Treasury reads the name, the number, the listing reference and the message out of it, so the lead lands in one brand only, is never filed twice, alerts the owner and starts the follow-up clock. A direct portal connection is planned.
- Can an agency resell Treasury under its own name?
- Yes. You put the CRM on your own domain, under your own brand, at your own price. We invoice you once, for everything, and what you charge your client is between you and them. As far as your client can tell, the software is yours.
Request access
See your own enquiries answered on the clock.
Tell us how your team works and where your enquiries come from. We set the workspace up with you, under your own name, and walk you through it with your own leads.
We reply within one working day. Already a customer? Sign in at app.treasurycrm.com.