HEUMIX — REAL ESTATE CRM
Buyers, sellers, properties and viewings stay connected. Know what needs your attention and prepare the next step.
Demonstration by appointment · 30 minutes focused on your work
YOUR WORKSPACE
Seller record
Example dataApartment · 2 bedrooms · 62 m²
Comparables and range in one place
Your final opinion awaits approvalViewing feedback and agreement at hand
THE PRODUCT IN PRACTICE
YOUR WORKSPACE
Buyer project
Example data2 bedrooms · Vincennes · €680,000
An extra room, near the metro.
Email · 08:42Explained matching
Area and budget: match
Floor: to confirmFrom lead to buyer project, useful information follows the relationship.
Find contact details, conversations and commercial follow-up without separating the person from their history.
Budget, areas, intended use, timing and constraints give the project structure. Changes stay connected to conversations and confirmations.
Compare properties against known requirements. Understand the fit, differences and unconfirmed points before proposing a viewing.
YOUR WORKSPACE
Seller record
Example dataApartment · 2 bedrooms · 62 m²
Comparables and range in one place
Your final opinion awaits approvalViewing feedback and agreement at hand
Marketing information, valuations and seller follow-up remain connected.
Organise property details, listing information and agreement stages. Keep the seller context close at hand.
Bring together selected comparables, your range and final opinion. Versions and the report support an informed discussion with the seller.
Connect viewings, feedback and decisions to the same property when preparing the next seller update.
YOUR WORKSPACE
Today
Example dataAlice & Marc · Vincennes
Reply received · 08:42Apartment · Paris 11
Tomorrow · 14:30Seller record · Morel
Commitment to follow upA task tells you what to do. Today helps you understand the situation behind it.
Changed buyer requirements update the client record: find what changed and prepare the next proposals.
A viewing confirmation or expected document keeps its context. Know what is still needed before moving forward.
Useful signals come with an explanation. Find the latest conversations before choosing the right follow-up or decision.
YOUR WORKSPACE
Viewing feedback
Example dataAlice & Marc · 14:30
Living room fits. A question about renovation.
Share the seller’s quote.
Call after receiving the document.
Appointments, viewing feedback and deal stages stay connected.
Prepare the appointment with the property and buyer project, then find the feedback in context.
Record the conversation, the objection to address and the commitment made. Prepare the next task while the context is fresh.
Follow the transaction’s stages, documents and next actions. Continuity does not stop at the first proposal.
YOUR WORKSPACE
Deal documents
Example dataDocuments and versions in one place
A document is useful when you know which client record it belongs to and what to do with it.
Keep documents attached to the property, project or deal. Received items and useful versions remain understandable.
At your request, AI helps read and analyse a document. Review the findings before using them in your follow-up.
Select the information and documents to share. Client feedback updates the record; publishing and validation remain under your control.
YOUR WORKSPACE
Manager View
Example dataOwner : Emma
Within your access permissionsOwner : Thomas
Within your access permissionsOwner : Léa
Within your access permissionsTeamwork rests on roles and permissions, not unrestricted access to every source.
Clarify who owns the client relationship, who can help and what each member can access. An authorised handover keeps the useful history.
Personal connections remain subject to their access scope. Connecting email or calendar does not make it a collective source.
Spot situations where a lead can help: a stalled deal, a missing commitment or a decision to prepare. Manager View focuses on deals and the support they need.
INTELLIGENCE THAT SUPPORTS YOUR WORK
Analyse a document, prepare a reply or understand a match. You review and approve the result.
A budget changes: find the expressed need and its history, then confirm what should guide the next proposals.
A property looks relevant: see the matching criteria, differences and missing information before recommending it.
A reply arrives: see where the information came from, when it arrived and whether it is confirmed. An assumption remains distinct from a fact.
A deal awaits a reply or has stalled: find the explanation and context when choosing where to act in Today.
A new document arrives: find it in the client record and request help analysing it. You review the conclusions you use.
After a viewing, a document or callback is expected: find the commitment, the person involved and the next step to prepare.
AI features operate within their intended scope. Drafts, matching and analysis support the professional: they do not send messages, make decisions or approve a deal on their behalf.
MAKE HEUMIX YOUR OWN
Choose them individually, or together with Complete.
Property leads, alerts and comparables to prepare your prospecting.
Get documents signed from the deal. 24 credits/year for Solo.
Publish, update and withdraw listings on compatible portals.
Add modules to Core individually or together with Complete, within your plan’s allowances. Subscriptions to paid property portals are not included.
Choose my modules →YOUR MOVE
From export to final checks, we plan the move with you.
Your export and existing data.
The fields mapped for review.
A scope agreed together.
The approved data brought across.
The result reviewed with you.
Standard migration included with the Solo Complete and agency founding offer. Scope and bespoke services agreed before you start.
MODULES & CONNECTIONS
Explore email and calendar connections, alongside three Heumix modules you can choose individually or with Complete.
YOUR NEXT STEP
30 minutes with the founder, focused on your priorities.
