Skip to main content
Get Started

The platform

Every feature in the app. Every feature through MCP.

Berchtold is the all-in-one CRM for real estate, with Sphere Intelligence. It keeps every client, deal, message and date on one record, under one brand and one set of rules. It knows your whole sphere and tells you who to call, what to send and when. It links your site, email, deals, content and agents, and it tracks what each step leads to.

We started with MCP (Model Context Protocol) on day one and grew the app around it. Every app feature is available through MCP, with the same permissions and brand rules.

Every integration serves the full Berchtold ecosystem. Connected tools contribute context and capabilities across the platform, for your team, automations, and AI, within the permissions you set. Client context connects back to the contact.

See every deal by phase, from first inquiry to closing. Harbor & Main Realty, fictional demo data.
Pipeline · Harbor & Main Realty (Demo)
The Berchtold deals board with real estate deals in lead, active, under contract, and closed columns.The Berchtold deals board with real estate deals in lead, active, under contract, and closed columns.

See every deal by phase, from first inquiry to closing. Scroll across the image to see the full screen.

Actual Berchtold app screens from Harbor & Main Realty. The brokerage, people, and properties are fictional example data.

01 / Governed brand

One brand. One set of rules.

Set your voice, brand rules, approved examples, and the phrases a piece must include or must not use. AI drafts and agents work from the same rules. Brand rules are versioned, so you can see which rules were in effect when any piece was made.

  • Voice, brand rules, and approved examples
  • Compliance checks on drafts
  • Version history for every change

02 / Clients

A 360-degree client view starts with the contact.

Connect relationships, email, deals, notes, and activity back to the contact. The goal is a 360-degree client view that people and AI can use for informed follow-up. Import contacts from a CSV or JSON file, or from a photo or PDF, such as an open house sign-in sheet. Email is the match key, so no one is added twice. Merge two contacts and choose the value to keep where they differ. Record health shows which contacts and deals need updates, and agents answer many questions with one tap.

  • Contacts, companies, and relationships
  • Import from CSV, JSON, a photo, or a PDF
  • Merge with a review of each value that differs
  • Record health: Current, Needs updates, or Stale
  • Tags, segments, and custom fields
  • Activity from email, tasks, and your website
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.

03 / Deals and transactions

Transaction management that does the work for you.

Keep records up to date, get intelligent suggestions, and keep yourself and the deal on track. Berchtold reads contracts and notes to suggest dates and record updates for your review. Each dated contract deadline becomes a task, and daily and weekly deal reviews help you see what needs attention. Upload up to 10 contract PDFs, including addenda. The deal, its people, and its history stay connected back to the contact, from first inquiry to closing.

  • Pipelines with lead, active, under contract, and closed phases
  • Properties as their own records, with price history
  • A contract reader for up to 10 PDFs, including addenda
  • Parties by role, deadlines set by each contract, and tasks
  • Outside transaction coordinators on one deal, without a seat
  • Suggested updates you approve
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.

04 / Leads and roster

The right agent gets each new lead.

Route new leads by source and side. Take turns across a team, send leads to a claim pool, or set a fallback. Agents can pause their own new leads. When an agent leaves, an admin moves their records in one step.

  • Rules by lead source, rotation, and claim pool
  • An agent roster with offices and availability
  • Records stay with the brokerage when an agent leaves
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.

05 / Email

Email that sounds like your brand.

Send from your own domain after you verify it. Build email on a canvas from published templates, or preview a starter template and start from it. Sign-up forms add people to a list with proof of consent, and each list records how each person signed up. Add UTM tags to campaign links. If a campaign reaches your sending limit, it pauses. When you resume it, no one gets the email twice.

  • A template builder, published templates, and starter templates
  • Sign-up forms, lists with proof of each sign-up, and double opt-in
  • UTM tags on campaign links
  • Campaigns that pause at your sending limit and resume without duplicates
  • Campaign reports that leave out clicks from security scanners
Build email from published templates, in your brand. Harbor & Main Realty, fictional demo data.
Email · Harbor & Main Realty (Demo)
The Berchtold email builder with a just-listed email open on the canvas.The Berchtold email builder with a just-listed email open on the canvas.

Build email from published templates, in your brand. Scroll across the image to see the full screen.

06 / Automations

Automations that follow your rules.

Start from a template, such as birthday or home anniversary greetings and reminders, or build your own. Each automation can start from up to 5 triggers. Assistant steps can summarize a record, classify it, suggest the next step, or write a personal email. For each Assistant step, you choose when it waits for approval: always, after it earns trust, or never. A brokerage program runs on the records of every agent, and each agent can turn it off for their own records.

  • Templates grouped by labels you can rename
  • Up to 5 start triggers for each automation
  • Assistant steps that summarize, classify, suggest, or draft
  • Brokerage programs that each agent can turn off for their own records

07 / AI and agents

Your AI of choice. Every app feature.

Berchtold started with MCP on day one, and the app grew around it. Every app feature is available to your compatible personal agent or AI chat through MCP. Ask the Assistant about your workspace. Let agents propose work, then approve it in Approvals. Connect Claude, ChatGPT, Muse, or another AI tool that supports MCP. It signs in as you and gets your access, nothing more.

  • Assistants with your records and rules in context
  • Approvals and risk levels for agent actions
  • Claude, ChatGPT, and Muse through MCP

08 / Marketing

Content and results in the same place.

Draft and schedule social posts. Add website chat that answers from your approved sources. See search, traffic, and engagement from connected accounts.

  • Studio for social posts, with Buffer publishing
  • Website chat and site activity tracking
  • Performance from Google Analytics and Search Console

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.

Berchtold also serves businesses outside real estate. Real estate tools are opt-in for each workspace and do not change how other workspaces work.

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.

Get Started Already a customer? Sign in