Who it is for
Luxury brokerages
Six people, forty live clients each, and deals worth more than most companies turn over in a year. The tooling for that is not a bigger CRM, it is a quieter one.
The claim
A small team, large deals, and discretion. Treasury is restrained on purpose, and it never puts your client list in front of anybody.
What you get
Quiet by design
- One page per client
- Every record on one page with the full history attached, so a call can be taken without three tabs open.
- WhatsApp on the record
- Sent from the client's page with the brand's template filled in, and the reply logged back where the next person will find it.
- Deals with several people
- A buyer, a spouse, a lawyer and an adviser on one sale, each with a role, and counted once in the forecast.
- Who sees what
- Decided one person at a time. An agent does not browse the book because they can.
- Your own address
- Your brand, your domain, your certificate and your sending address. Your clients never see a vendor's name.
- No feature theatre
- A working CRM, not a demo. Built for closing on the phone, not for winning a comparison table.
Proof
Who runs on it
Treasury is in daily use by luxury property operators in Dubai and in Europe. It was built for that work: long cycles, high values, small teams, and more than one brand running at the same time.
We do not publish client names. That is the point of the product, and it will apply to you too.
Discretion
What white label means here
The product wears your name completely. Your client signs in at your address, receives mail from your sender, and never sees the word Treasury on any screen or in any email.
That is not a theme. It is the mechanism: one system, many businesses, and nothing leaking between them. A user attached to one brand cannot see another, and the platform's own vendor names never appear on a customer's screen.
Honestly
What is not there yet
No calling, no official WhatsApp Business Platform inbox and no native portal sync. If any one of those decides it for you, we would rather you knew now than after an import.
Asked and answered
Questions
- Will my clients see the word Treasury?
- No. The login screen, the domain, the sending address and the emails all carry your brand only.
- Can I stop agents seeing the whole client book?
- Yes. Access is decided one person at a time, and roles separate what an owner can change from what a member can work.
- Do you publish customer names or logos?
- No, and we will not ask to publish yours. Discretion is the product, so a wall of client logos would contradict it.
- Is it priced per agent?
- No. Seats are unlimited on every plan, from EUR 19 a month for one brand.
Request access
Tell us how many brands you run and who needs to see them. We will walk you through the system with your names in it, not ours.
We reply within one working day. Already a customer? Sign in at app.treasurycrm.com.