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Industry · Real estate

The real-estate ERP that knows the file

Brokerage, management and project development in one system: properties, owners, leads, marketing and valuation, with AI for listings, market data and lead scoring. Proven in the daily operations of a real-estate group.

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The challenge

More than a CRM with a property list

Real estate is file-driven: each property bundles owner, documents, marketing, appointments and valuation. We model exactly that, including portal sync (e.g. IS24, classifieds), GDPR-compliant lead management and a website fed from the ERP.

AI sits where it saves time: listing and location copy at the push of a button, data-driven value indications per location and property type, lead scoring and cited research across your entire property and document base. That leaves more time for owners and prospects.

  • Property as a file node: docs, marketing, dates
  • Portal sync & AI listing generation
  • Valuation & market data per location
  • Owner & lead portals
Beyonetix
IMMOBILIEN

What we deliver

Building blocks for brokerage

Property & file management All data, documents and history per property.
Marketing & portals Listings, reach and portal sync in one place.
Valuation & market data Data-driven valuation per location and type.
Broker CRM Leads, matching and activities, GDPR-compliant.
AI listings & copy Descriptions and location copy straight from the property data.
Real-estate website Live from the ERP, SEO-strong and multilingual.

From First Enquiry to the Notary: The Brokerage Process in One ERP

In a real estate ERP, every property is a file node. Owner records, land registry extract, energy certificate, declaration of division, marketing status, appointments, valuation and correspondence all attach to one record. You stop juggling five disconnected tools and run the entire sale from a single file. This holds equally for brokers, property management and project development.

The workflow moves through defined stages. During acquisition, a data-based value indication per location derives a first price corridor from comparable transactions and location factors. From there, AI-generated exposés and neighbourhood descriptions are produced straight from the property data, citation-grounded against your own sources, with no fabricated figures. Publishing runs through portal sync to ImmoScout24 and Kleinanzeigen, plus an SEO website rendered live from the ERP.

Incoming enquiries enter a GDPR-compliant prospect register with documented consent and retention periods. Lead scoring ranks contacts by financing status, search profile and responsiveness. Owner and prospect portals give each party controlled access to documents and current status.

  • Acquisition: value indication per location, owner file, document checklist
  • Marketing: AI exposé, portal sync and website publishing in one step
  • Qualification: lead scoring, viewing appointments, prospect portal
  • Closing: reservation, notary appointment, the full file as audit trail

Proven in production at a real estate group, with your data kept on servers located in Germany.

Frequently asked

Industry questions

Do you connect IS24 & co.?

Yes, properties are synced, listings generated and leads fed back.

Is there a matching website?

Yes, an SEO-strong real-estate website fed directly from the ERP.

ERP, tailored

Modules we combine for Real estate

Industry building blocks plus core modules, all in one system instead of five silos. Put together your selection in the configurator and receive a quote within 24 hours.

Property master data Properties, units, owners and tenants as a central file with history.
AI property valuation AI market and location valuation, as internal tool and website widget.
Exposé & marketing Create, approve and digitally sign exposés, no copy-paste in Word.
Portal feeds & leads Enquiries from listing portals flow into the CRM as leads automatically.
Search-profile matching AI matches prospects and properties automatically.
Financing advisory Mortgage advisory with Europace integration, from first talk to approval.
CRM & sales Leads, opportunities and customer history in one place, with a clean pipeline.
Quotes & orders From quote to invoice without media breaks, including price lists and discounts.
Purchasing Purchase orders, supplier pricing and goods receipt with clear approvals.
Inventory & logistics Stock, lots and barcode scanning, multiple warehouses included.
Accounting, GoBD & DATEV German accounting with chart of accounts, GoBD-compliant filing and DATEV export.
Projects & timesheets Tasks, milestones and tracked hours, ready for billing.
HR & payroll Employee files, leave, attendance and payroll in one system.
Documents & data room Digital files with AI classification, full-text search and a protected data room.
Helpdesk & tickets Customer requests as tickets with teams, deadlines and a customer portal.

Let's talk about your industry

Concrete, with an eye on your processes.

Configure your Real estate ERP