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How it works

One platform. Five layers.

Berchtold is the all-in-one CRM for real estate, with Sphere Intelligence. It works in five layers. In plain words: govern, remember, understand, act, measure, and learn. Execution creates Signal, and Signal enriches what Berchtold understands next.

  1. 01

    Governance

    Govern

    Your brand, your rules, roles, and approval policies set how work should happen. Brand rules are versioned.

  2. 02

    Memory

    Remember

    Relationships, email, deals, and activity connect back to the contact, building toward a 360-degree client view.

  3. 03

    Intelligence

    Understand

    Assistants read that context to explain what is going on and suggest the next step. Suggestions wait for review.

  4. 04

    Execution

    Act

    Work in the app or through your personal agent or AI chat. Every app feature is available through MCP, within your permissions.

  5. 05

    Signal

    Measure and learn

    Activity and results show what each step led to. That shapes the next decision.

Sphere Intelligence

Berchtold knows your whole sphere and tells you who to call, what to send and when.

Getting started

Five steps to a running brokerage.

  1. 01

    Set your brand and your rules

    Add your voice, brand rules, and approved examples. Set roles for admins, team leads, and agents. This is the foundation every tool works from.

  2. 02

    Bring in your clients and deals

    Import contacts and deals, or start fresh. Connect relationships, email, notes, and activity back to the contact to build a 360-degree client view. Turn on the real estate tools for your workspace: pipelines, transactions, and the agent roster.

    One record of each client, with tags for your sphere and past clients. Harbor & Main Realty, fictional demo data.
    Clients · Harbor & Main Realty (Demo)
    The Berchtold contacts list with tags such as past client, sphere, buyer, and seller.The Berchtold contacts list with tags such as past client, sphere, buyer, and seller.

    One record of each client, with tags for your sphere and past clients. Scroll across the image to see the full screen.

  3. 03

    Decide where new leads go

    Set lead routing rules by source and side. Connect your website forms and chat, so new leads arrive with an owner and a follow-up task.

    Send each new lead to the right agent, by source and side. Harbor & Main Realty, fictional demo data.
    Lead routing · Harbor & Main Realty (Demo)
    Berchtold lead routing with rules by lead source, a rotation, a claim pool, and recent decisions.Berchtold lead routing with rules by lead source, a rotation, a claim pool, and recent decisions.

    Send each new lead to the right agent, by source and side. Scroll across the image to see the full screen.

  4. 04

    Run the work

    Work in the app or use your personal agent or compatible AI chat. Every app feature is available through MCP. Transaction management turns deadlines into tasks, suggests record updates from contracts and notes, and delivers deal reviews to keep you on track. You review suggested changes before they are saved.

    Keep the property, the parties, and every contract deadline on one deal. Harbor & Main Realty, fictional demo data.
    Transaction · Harbor & Main Realty (Demo)
    A Berchtold deal record under contract, with the property, the people on each side, and contract deadlines.A Berchtold deal record under contract, with the property, the people on each side, and contract deadlines.

    Keep the property, the parties, and every contract deadline on one deal. Scroll across the image to see the full screen.

  5. 05

    Learn from what happened

    Every email, task, and deal keeps its history connected back to the contact. See what each step led to, and use it in the next decision.

    See who opened and clicked, link by link. Harbor & Main Realty, fictional demo data.
    Campaign report · Harbor & Main Realty (Demo)
    A Berchtold email campaign report with sends, opens, clicks, links, and recipients.A Berchtold email campaign report with sends, opens, clicks, links, and recipients.

    See who opened and clicked, link by link. Scroll across the image to see the full screen.

Your AI, your way

Use your personal agent or AI chat of choice.

  • Your choice of AI. Connect your personal agent, Claude, ChatGPT, Muse, or another AI chat that supports MCP (Model Context Protocol).
  • Every app feature through MCP. We started with MCP on day one and grew the app around it. Your AI can use the same features as the app.
  • Client context in one place. Email, deals, relationships, and activity connect back to the contact, giving your AI the history behind the work.
  • Your access, nothing more. An AI tool sees and changes only what you can in the app.
  • A record of every change. Each change to a record shows your name and the AI tool that made it.
  • A preview before anything goes out. Before an AI tool sends an email or changes a transaction, it has to preview exactly what will go out.

New features work in your AI tools on the day they ship.

Your next step

See Berchtold with your own brokerage.

Bring your workflow and your AI of choice. See how every app feature works through MCP and how client context connects back to the contact.

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