Real Estate CRM & Lead Capture
Problem: Prospect and owner data is scattered across emails and spreadsheets.
Real estate CRM Lead capture and qualification Owner and prospect management
Every inquiry lands qualified in the CRM instead of the inbox.
E-Mail Portale
Task: Asks pre-qualifying questions (budget, timeline, need) and ranks inquiries by priority.
Output: Qualified lead record with priority in the CRM.
Approval: Final ranking and next steps remain a decision of the sales team.
Privacy: Processes personal contact data; storage location and retention periods are defined per project.
Problem: Creating listings and scheduling viewings costs a lot of manual time.
Listing creation Viewing appointment booking Prospect matching
Matching prospects are suggested automatically as soon as a listing is ready.
Kalender Immobilienportale
Task: Books, moves or cancels appointments automatically based on available capacity.
Output: Confirmed calendar entry, automatic reminder before the appointment.
Approval: Edge cases (e.g. conflicting requests) are handed to the team instead of decided automatically.
Privacy: Processes contact and appointment data; storage and retention details are defined per project.
Portals & Documents
Problem: Listings have to be manually copied into every portal.
Portal and API integration Document upload Digital agency agreement
A listing is maintained once and kept current across all portals.
ImmoScout24 & Co.
Owner Reporting & Follow-Up
Problem: Owners get irregular updates on marketing progress.
Owner reporting Automated follow-up
Owners see marketing status without having to ask.
CRM
Task: Automatically reminds about open quotes or unanswered inquiries and drafts a follow-up message.
Output: Follow-up draft (email) or reminder in the CRM.
Approval: Sending the follow-up draft is approved by a staff member.
Privacy: Processes contact and quote data; storage location is defined per project.
AI Phone Assistant & Email Agent
Problem: Property inquiries come in outside office hours and go unanswered.
AI phone assistant Email agent for property inquiries
Property inquiries get captured even outside office hours.
Telefonanlage E-Mail-Postfach
Task: Answers incoming calls, handles standard questions and routes urgent matters onward.
Output: Call note or calendar entry, with handoff to a team member when needed.
Approval: No contract or binding price commitment without human sign-off.
Privacy: Processes personal call data (name, number, request); storage location, retention periods and a data-processing agreement are defined per project.
Tenant & Owner Portal
Problem: Damage reports reach management by phone or not at all.
Tenant and owner portal Digital damage reports with photos
Damage is reported with photos instead of described over the phone.
Mobile Upload
Ticket & Case Management
Problem: Emergencies and routine requests aren't prioritized differently.
Ticket and case management Emergency detection and prioritization Service-provider dispatch Status tracking
Urgent cases are recognized and prioritized instead of sitting in a queue.
Dienstleister-Netzwerk
Documents & Meter Readings
Problem: Handover protocols and meter readings are recorded and filed manually.
Document management Meter reading capture Handover and acceptance protocols
All property documents are centrally findable instead of in binders.
Mieterportal
Mass Communication & Owner Meetings
Problem: Owner meetings and circulars are organized manually.
Mass communication Owner-meeting workflows
Circulars and invitations go out automatically to the right recipient list.
E-Mail
AI Phone Reception & Knowledge Assistant
Problem: Recurring property questions constantly tie up staff time.
AI phone reception Email and messenger agent Automatic property assignment Knowledge assistant for recurring questions
Calls get matched to the right property without anyone having to ask around.
Telefonanlage Objektdatenbank
Task: Answers incoming calls, handles standard questions and routes urgent matters onward.
Output: Call note or calendar entry, with handoff to a team member when needed.
Approval: No contract or binding price commitment without human sign-off.
Privacy: Processes personal call data (name, number, request); storage location, retention periods and a data-processing agreement are defined per project.
Rent payments in one click
Problem: Who paid and who didn’t? Bank statements are matched against spreadsheets month after month.
Open and paid rents per property “Rent received”: cash or bank Prepare reminders for late payments
Month-end takes minutes instead of evenings.
Bankexport
Task: Drafts invoices from service data and reminds about overdue payments.
Output: Draft invoice, payment reminder on a stored schedule.
Approval: Invoices are reviewed and approved by a staff member before sending.
Privacy: Processes customer and payment data; storage location and retention periods are defined per project.
Outstanding loan, repayment & fixed rate
Problem: When does the fixed rate end? What’s left after repayments and costs? The answer is buried in binders.
Live outstanding balance per loan Warning before the fixed-rate period ends Repayment & surplus per month
Plan refinancing in time instead of being surprised.
Properties, tenants & documents in one place
Problem: Leases, meter readings and service-charge receipts are scattered across binders, emails and photos.
Digital property and tenant file Documents & photos per unit Stored GDPR-compliant
Everything about a flat in one view — even from your phone.
Task: Reads, files and summarizes uploaded documents (contracts, reports, receipts).
Output: Structured filing, short summary, extracted key figures where applicable.
Approval: Automatic filing only for clearly recognized document types; unclear cases go to a staff member.
Privacy: May contain personal or contractual data; storage location and access rights are defined per project.
