AI for sales · Real estate: emily for real estate
More time with buyers and sellers — less time updating the CRM between doors.
- Stage
- Proposal → Negotiation
- Next step
- Revised quote by Wednesday
- Close date
- 15/10
Logged on the Acme deal.
In the field
Built for agents on viewings
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.
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.
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- An out-of-date CRM — leadership cannot see the real pipeline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.
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.
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.
Integrations
Integrates with the agency's CRM and calendar — Outlook and Google Calendar included.
FAQ
Frequently asked questions.
Yes. emily connects to the ERP and calendar you already use — Cegid PHC and Ahora ERP among them — and shapes briefings, notes and follow-ups around the rhythm of your field.
Yes. By voice or text, emily structures what was said in a meeting or on a visit. Everything is ready for review before it is saved to the ERP or sent to the customer.
No: emily reads the ERP, read-only. What she updates is the CRM — contacts, deals, notes and tasks — from what your team says. Orders confirmed in Cegid PHC land as unsigned drafts for the back office to review.
Cegid PHC, Ahora ERP, Outlook and Google Calendar (SAP and Microsoft Dynamics 365 in development). Custom fields in the ERP are no obstacle — everything stays in step.
Pilot teams report around 75% less admin time after each visit — more time with customers, less time on screens.
Yes. Encryption in transit and at rest, access scoped per organisation, and meeting content is never used to train third-party models.
You might also like.
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- Ask your ERPSales, invoicing, debts and stock — asked out loud, answered in seconds.
- Pre-visit briefingsBalance, recent purchases, overdue items and the latest notes — one answer, two minutes before you walk in.
- For sales repsContext before every visit, and the follow-up done before you drive off.
- WhatsAppCalls, voice notes, messages and photos — on the channel your team already uses.
- Cegid PHCSales, margins, balances, stock and draft orders — by voice, straight from PHC.
Ready to get your team talking to the ERP?
Book a demo with your team, or leave your number and emily calls you now. No credit card for the initial evaluation.
Leave your number and emily phones you within minutes: a real conversation about your sales day.