Platform · CRM & Process
One dataset.
The whole journey.
Inbox, contacts, matching, data room and a fully digital purchase and rental closing – on one platform, on the same data. No export, no second system, no media break.
From enquiry to signature
Everything meshes together.
Each step builds on the last – without copying, without switching tools.
Integrated inbox
Every enquiry in one place – emails, portals and forms land in the same inbox, automatically assigned to the right object and contact.
- Email, portals and forms bundled
- Automatically assigned to object and contact
- The autopilot replies and follows up
Contacts, matching & activity
Every person is a contact, every activity logged. Heimster links prospects to matching objects automatically – the whole history in one place.
- Auto-match contact ↔ object
- Gap-free activity history
- Groups, mailings and campaigns
Data room – NDA-protected
A professional data room per object: release documents in stages, access logged, entry optionally gated behind a signed NDA. No separate provider, no extra costs.
- Access optionally gated behind a signed NDA
- Release documents in stages, access logged
- Right in the object, no third-party tool
Owner cockpit – live login
Invite owners into their own live cockpit – not a monthly PDF, but always-current numbers: views, matching demand, applications, reach and the whole funnel. The invitation goes out as a personal email from your mailbox, with the text drafted by AI.
- A live login instead of a monthly PDF – always current
- Views, demand, applications and reach, live
- Invitation as a personal email from your mailbox
Digital closing – all the way to signature
Purchase offer, proof of financing, reservation and signatures all run digitally through the process – guided for both sides. Try it out: sign the purchase offer right here.
- Purchase offer and rental contract signed digitally
- Both sides guided step by step
- Handover protocol with photos and signature
Signing is digital – draw with mouse or finger.
One system instead of twelve
Others need
a tool for every step.
Inbox here, data room there, signature tool somewhere else – and nothing talks to anything. With Heimster, a single dataset flows from enquiry to signature.
The value
One system,
at a subscription price.
What others pay for separately as CRM, data room and signature tool is one connected whole with Heimster.
Inbox, CRM, matching, data room and digital closing – included, on the same data.
- CRM, data room and e-signature: three separate subscriptions
- Data room provider (VDR): several thousand francs per transaction
- And none of it talks to each other
Why Heimster
All in the subscription. All connected.
One dataset, no export
From acquisition to reporting, everything flows through one platform. No second system, no break.
Digital all the way to signature
Integrated data room and digital closing – without a separate provider, without paper.
Fewer clicks, more closings
Each step builds on the last. Less manual work, faster deals.
Ready for a process without breaks?
See the whole journey in a short demo – or get started right away.
Coming from another system? See how easy switching is.
