Real estate CRM features for brokerages
Capitality is one workspace for a brokerage: enquiries, objects, deals, the closing and the firm itself. Each feature below has its own page — what problem it solves, how far it is, and the changes it shipped with. The order follows the broker’s day: a lead comes in, an object goes out, a deal is made, the sale closes.
Leads & enquiries
- EnquiriesAvailable
Portal enquiries land in a shared mailbox, nobody knows who answers, and the warm ones go cold while the team sorts the pile.
Pets: Scout
- ViewingsBeta
Viewing times are agreed by phone and e-mail, nobody knows who showed up, and the people still interested are not followed up.
- ContactsAvailable
Owners, buyers and tenants live in three address books, consents are nowhere, and a GDPR request means a search through mailboxes.
A buyer who did not get this object is forgotten, although the next matching one is already in the stock.
Follow-ups depend on memory; the third mail never goes out, and every broker writes the same letter again.
Objects & marketing
- Objects & unitsAvailable
Object facts are spread over exposés, portals and heads; nobody knows where a number came from or whether it is still true.
- Listings & publishingAvailable
The same object is typed into every portal by hand, a rental goes out as a sale, and nobody sees which ad is really online.
- Exposé & mandatory disclosuresAvailable
An exposé without the energy certificate figures or the commission note is a warning letter waiting to happen; the check lives in someone’s head.
- Photos, plans & documentsAvailable
Photos arrive by WhatsApp, the floor plan is in a mail, a staged picture is shown as real, and the portal gets the wrong twelve.
Deals
- Deals & pipelineAvailable
Nobody can say what the pipeline is worth, which deal is stuck and what the next step is, without asking around.
Pets: Scout
Purchase offers and rental applications arrive in five channels; the owner asks what is on the table and the papers are missing.
Closing & handover
- SignaturesAlpha
A brokerage agreement goes out as a PDF, comes back scanned a week later, and nobody knows whether the reminder went.
Pets: Doks
- Handover protocolAlpha
The handover is written on paper at the door, the meter photo is on someone’s phone, and the dispute comes six months later.
The owner phones every Friday to ask how the sale is going; the broker rebuilds the same report from memory each time.
The firm
The day starts with twelve tabs: which enquiries are nobody’s, what the pets wait for, what the month earned so far.
Pets: Guide, Scout
- ControllingAlpha
Which portal brought the deals, how fast each broker reacts, what a lead cost — the answer is a spreadsheet nobody updates.
- Roles & permissionsAvailable
A new colleague sees every deal of the firm on day one, or sees nothing and asks; who may delete what is a matter of trust.
- Data exportAvailable
Leaving a CRM means begging support for a dump; the data is yours, the export should be a button.
- Privacy & retentionAvailable
Enquiries from portals must go when their purpose has lapsed, a deleted contact must stay deleted, and the AVV must be provable.
- Plans & billingAvailable
Software for brokers is priced per seat with a sales call in between; a firm wants to try, book, change seats and cancel on its own.
Platform
- Import & OpenImmoAvailable
The old CRM hands over a ZIP with an XML and two thousand photos; the new one says "too big" or imports duplicates.
Pets: Guide
- NotificationsAvailable
Either every change pings everyone, or the one that mattered — the yes after the viewing — is missed.
- Custom fieldsAvailable
Every firm has three fields the software does not know; they end up in the notes and are never searchable.
- Quick start & feedbackAvailable
A new workspace is an empty screen; the first ten minutes decide whether anyone comes back tomorrow.
Pets: Guide
What the statuses mean
- Available
- In every workspace, documented here, with its changes listed on its page.
- Beta
- Complete for the first firms using it; details may still move.
- Alpha
- Built on request. The app says so where you use it and asks what is missing.
- Planned
- On the roadmap. No date is promised.