Real estate
emily for real estate
More time with buyers and sellers — less time updating the CRM between doors.
Property moves fast: apartment viewings, follow-up on leads from the property portal Idealista, and coordination with solicitors and banks. emily briefs the agent with client history, the properties on their books and the last interaction — and records what happened at each viewing before they move on to the next.
The challenge
What eats the agent's day
- Ten to fifteen viewings a week with notes scattered across WhatsApp and email
- Leads going cold for want of same-day follow-up
- An out-of-date CRM — leadership cannot see the real pipeline
- Sensitive owner and buyer data that demands control
The solution
How emily helps
A briefing before every viewing
Client profile, properties already seen, financing in progress and earlier objections — in a one-minute summary.
Notes straight after the viewing
Record impressions and next steps by voice as you leave the apartment; emily structures them for the CRM.
Suggested follow-up
Emails and messages drafted for approval — so the buyer is not lost to a competitor.
Results in pilot
The team's time goes back into selling
What the first teams using emily report in their opening weeks.
less time updating the ERP after each visit
(estimate)
areas connected — sales, owners, finance and admin
more time spent generating sales
(estimate)
Estimates based on pilot teams; results vary by sector.
In the field
A day in the field
An adviser in Lisbon does four viewings in an afternoon: each one produces notes and a follow-up task before they reach the next neighbourhood.
A lead-generation team in Porto reviews the week's leads: emily flags anyone who has not been contacted in over 48 hours.
Integrates with the agency's CRM and calendar — Outlook and Google Calendar included.
Why teams roll out emily
A conversation on top of the ERP — shaped around each person's role on the team.
Sales
Arrive at every customer with context and leave with the follow-up done
- A pre-visit briefing with history, open deals and the last interaction
- Notes and follow-ups by voice in the car — no opening the ERP at night
Built for agents on viewings
Between doors and apartments, emily automates the heaviest part: a briefing before the viewing, notes on the way out and follow-up the same day. Agents concentrate on the client while the agency's CRM stays current without evening work.
How it works
A real pipeline for the agency
Leadership and the lead-generation team see warm leads, completed viewings and next steps without chasing WhatsApp. Every interaction is recorded — commercial decisions on data, not memory.
Book a demoDemo
See emily in action
Works with the ERP, email and calendar you already use
emily connects to SAP, Microsoft Dynamics 365, Outlook and Google Calendar, and integrates with the ERP you already run — custom fields and objects included — so everything stays in step and the team can concentrate on selling. Connected to the calendar, it knows where you need to be next: proactive, integrated and built for people who live in the field.
The systems you already run
Cegid PHCERP- Ahora ERPERP
SAPERPIn development
Microsoft Dynamics 365ERPIn development
Google CalendarCalendar
OutlookCalendar
Your team, wherever they are
- WhatsApp calls
- WhatsApp messages
- Phone calls
- Browser voice
- Web chat
“emily lets us integrate deeply with our ERP — even with our custom configuration.”
Frequently asked questions
Yes. emily connects to the ERP and calendar you already use — Dynamics 365 among them — and shapes briefings, notes and follow-ups around the rhythm of your field.