Agnes Inversiones, a CRM for a real-estate agency.

Clients and property listings were scattered across spreadsheets, inboxes and separate programs. The agency needed one place where agents manage clients and the system itself matches offers from thousands of properties and shows them to the client.

A CRM with an AI assistant for a real-estate agency on the Costa del Sol. Agents manage clients and what they are looking for, and the system continuously matches them against a base of thousands of properties and can send clients new suggestions. Every client gets a personal online panel to browse and rate properties, and the agent can see that activity. The AI assistant searches properties for a client and records notes. It also includes a shared team calendar, viewing planning, and invoices that AI reads and a person checks before approval.