Industries · Real estate
Digital real estate workflows: from inquiry to statement.
Whether you rent, sell or manage: between prospect, customer and your team there are many inquiries, documents and invoices. We digitize that chain and connect it to the software you use today.
- New Inquiry from form, email or phone
- Contacted Data enriched, call-back as a task
- Quote Quote sent, follow-up scheduled
- Order Confirmed, on to the ERP
From first contact to repeat business
Where real estate companies lose time today
Inquiries come through portals, website and phone, documents by email, invoices on paper. Every one of those steps can be digitized.
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First contact
Making properties visible
Prospects find your properties on portals, your website or social media. You maintain each property in one place, and every inquiry knows its source.
Property online
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Inquiry
Property inquiries
Inquiries are answered right away, with the listing and a suggested viewing. Your team only sees what needs a decision.
Listing sent
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Quote
Viewing and documents
Prospects book viewings themselves. Documents arrive digitally and are checked for completeness.
Documents complete
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Order
Contract and handover
Data flows into contract and software without retyping. Dates and documents for the handover follow on their own.
Contract prepared
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Invoice
Invoices and statements
Invoices from contractors and utilities are read, matched to the property and prepared for the statement. Nothing is booked before approval.
Invoice matched
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Service
Tenant and owner requests
Reports, questions and damage come in through a form or portal, with photos. They reach the person in charge. Documents are stored safely in one place.
Sent to the right person
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Repeat business
Referrals and the next property
Happy customers refer you or look for their next property. Your system gets in touch when a matching property becomes available.
Matching property sent
How we help
Where automation, AI and web systems help
Less typing, faster replies, everything in one place. We only use AI where it saves work, for example when reading invoices and emails.
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Inquiries answered right away
Every property inquiry gets an immediate reply with the listing and a suggested viewing. The contact lands in your CRM.
Learn more : Inquiries answered right away -
Invoices read, not retyped
Contractor, energy and maintenance invoices are read, matched to the property and prepared for approval.
Learn more : Invoices read, not retyped -
Portal and data room
Documents for tenants, owners or buyers are stored safely in one place. You decide who sees what.
Learn more : Portal and data room -
Connected to your software
Data goes to the software you already use. Nobody has to relearn.
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IT that keeps up
Microsoft 365, mailboxes, a compliant email archive and daily backups come from the same team.
Learn more : IT that keeps up
Systems we work with
Receipts go to DATEV or lexoffice ready to book, inquiries to your CRM, documents to Microsoft 365. Your property management software stays.
Accounting
- DATEV
- lexoffice
Collaboration
- Microsoft 365
- Microsoft Teams
- SharePoint
CRM
- HubSpot
- Microsoft Dynamics 365
- Pipedrive
Websites
- Astro Our pick
- TYPO3
- WordPress
- Webflow
Questions from real estate companies
Do we have to switch software?
No. We connect what you use today. We check which interface your software offers in the first call.
Who sees which documents?
You decide. Each group sees only its folders, whether tenants, owners, buyers or your team. Access can be revoked at any time.
Are invoices booked without a check?
No. The assistant reads the invoice and matches it to the property. Your team checks and approves, and every step can be traced.
What about data protection?
We set up rights so that everyone sees only what they need. Data processing agreements are included, and your data never trains third-party AI models.
Which systems do you work with?
Receipts go to DATEV or lexoffice ready to book, inquiries to your CRM, documents to Microsoft 365. Your property management software stays. We do not replace your systems, we connect them.
Your industry isn’t listed?
We work for every kind of company, from a team of three to a group. The chain from first contact to repeat business looks similar everywhere. Just book a call.
Related services
How many inquiries and invoices does your team retype today?
In a 30 minute call we walk through your chain from inquiry to statement. Then you know where to start.
- Design to operations, one team
- Fits your systems
- Talk directly to the builders