KztOne for Real Estate
Every enquiry answered, every viewing reminded, every commission tracked
Real estate is won in the first ten minutes after an enquiry. KztOne captures leads from listings and WhatsApp, replies instantly, books viewings with reminders and moves offers through a pipeline to closing.
- Industry
- Real Estate
- Modules
- 9 highlighted
- Templates
- 3 preinstalled
- Trial
- Every feature for 7 days
Properties and enquiries
Create a Properties object with the fields you need (location, type, price, status, agent, photos) and link every lead and viewing to a property. Enquiries from your website, portals and WhatsApp become leads with the property attached.
- Properties as custom objects (Growth and above)
- Leads linked to properties
- WhatsApp enquiries answered by the AI with property details
- AI lead scoring to prioritise serious buyers
Viewings and offers
Book viewings on the agent's calendar with WhatsApp reminders to the client. Offers move through stages (viewed, offer made, accepted, documentation, closed) with values and expected close dates.
- Viewing reminders by WhatsApp and email
- Offer pipeline with stage probabilities
- Documents on the deal: offer letters, agreements, receipts
- Follow-up tasks for quiet buyers
Commissions and payments
Invoice buyers, developers or landlords; record deposits and instalments; track commission due per agent on closed deals.
- Instalment invoicing and receipts
- Commission per deal and per agent in reports
- Statements for developers and landlords
What you get
- Faster first reply
- Enquiries get an answer in seconds, even at night.
- Fewer missed viewings
- Reminders cut no-shows.
- Clear commissions
- Every closing shows what is due to whom.
Features this setup leans on
- CRM & Contact Management
One record per customer with every email, WhatsApp message, order, invoice and note on a single timeline.
Free plan and above
- Lead Management
Capture leads from forms, WhatsApp and social, assign them instantly, and follow up until they convert.
Free plan and above
- Sales Pipeline & Deals
Visual pipelines with stages, values, probabilities and expected close dates, plus forecasts from real history.
Free plan and above
- Appointment Scheduling
Book meetings, consultations and site visits, with reminders by WhatsApp and email.
Starter and above
- Custom Objects & Build Your Own Tools
Create your own record types, fields, forms and views (properties, vehicles, students, assets) without a developer.
Growth and above
- WhatsApp Inbox & AI Auto-Reply
A shared team inbox for your business WhatsApp number with an AI assistant trained on your business.
Free plan and above
- Invoicing
Professional invoices and quotations with hosted payment pages, reminders and recurring billing.
Free plan and above
- Document Management
Store invoices, contracts, receipts and files against the customer, order or deal they belong to.
Free plan and above
- AI Lead Scoring
Rank leads by their likelihood to convert, using your own conversion history, with the reasons shown.
Growth and above
Workflows switched on for you
Each one is a When, If, Then rule you can read, test and edit. They start paused until you turn them on.
New lead → call within the hour
When a lead arrives from any channel, create a call task due within an hour and tell the owner.
When lead created · 2 actions
Deal won → customer, onboarding task, welcome email
When a deal is won, mark the contact as a customer, create the onboarding task and send a welcome email.
When deal won · 3 actions
Quote not answered in 3 days → follow up
Three days after a quote is sent, if the customer hasn't answered, email them a friendly nudge and give the salesperson a call task.
When quote sent · 4 actions
Questions
- Can the AI answer questions about a specific property on WhatsApp?
- Yes. When property details are in your knowledge base or Properties object, the assistant answers price, location and availability questions and offers to book a viewing.
- Does KztOne manage rentals and tenants?
- Rent invoicing, reminders and tenant records work today using recurring invoices and custom objects. Maintenance tickets use the support module.
- Can I import listings?
- Yes, from CSV or Excel into the Properties object. A portal connector is not yet available.
- Which plan fits a 6-agent estate firm?
- Growth: 10 users, custom objects for properties, multiple pipelines, AI lead scoring and the advanced builder.
Related
KztOne for Professional Services
Pipeline, proposals, retainers, recurring invoices and client communication for consultancies, law firms, accountants and IT services. Projects coming soon.
KztOne for Agencies
Client CRM, proposals, client approvals, AI-drafted campaign content, retainer billing and project profitability for marketing, design and digital agencies.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.