Run your team on one brand and one record of each client.

No. Berchtold includes contacts, deals, and email, so it can replace a separate CRM. You can also start with one part, such as social posts, and turn on the rest later. Free standard onboarding connects one standard CRM and imports your brand and core rules. After that, every agent, automation, and AI tool works from the same brand rules and client history.

Agents get one place for their clients, deals, email, and tasks. Many updates take one tap. An agent answers a question on the record, or from a link in the deal review email, and can undo the answer for 10 minutes. Berchtold works in a phone browser and sends push notifications. The app is in English, German, Spanish, Italian, and Chinese. Admins set roles, so each agent sees what they need.

Berchtold is not the chatbot. It gives the AI your brand, your rules, and your client history. Each suggested update shows the note, email, or contract it came from. Missing data stays missing. Agent drafts are checked against your brand rules, and actions such as publishing wait for your approval in Approvals.

Yes. Each transaction lives on the deal, with the same contacts, emails, and tasks. Each contract sets its own deadlines, and each deadline with a date becomes a task. Berchtold emails a daily and weekly review to each agent with a deal under contract. It also drafts check-ins to the lender and title company. Nothing is sent until someone approves it. Outside transaction coordinators can work on one deal without a seat. If you keep another system for signatures, Berchtold still tracks the deadlines, tasks, and messages for each deal.

Set rules by lead source and side. Leads can rotate across a team, go to a claim pool, or go to a fallback agent. Agents can pause their own new leads. Each assignment creates a follow-up task due the same day, and a log shows why each lead went where it went.

Start from an automation template, such as birthday or home anniversary greetings and reminders. Templates cover leads, deal tasks, client care, and staying in touch, and you can rename the labels that group them. A brokerage program can run for every agent, and each agent can turn it off for their own contacts. Each email uses your brand and goes from your own domain after you verify it.

Yes, on every plan. Use your personal agent or AI chat of choice, including Claude, ChatGPT, Muse, or another tool that supports MCP (Model Context Protocol). We started with MCP on day one and grew the app around it. Every app feature is available through MCP, with client context connected back to the contact. The AI tool signs in as the agent. It sees only what the agent can see in the app, and it follows your brand rules. New features work in AI tools on the day they ship.

Solo Agent is $199 a month for one agent seat. Team is $499 a month and includes five seats. Each added seat is $49 a month.

Both plans come monthly or yearly. Pay for a year and get two months free, on added seats too. That makes Solo Agent $1,990 a year, Team $4,990 a year, and each added seat $490 a year.

Brokerage is for larger firms with many offices or teams. Contact sales for a quote.