Platform · Communication
Every conversation.
One history.
Emails, WhatsApp messages, calls and your notes after an appointment land automatically with the right contact and property – no retyping, no searching.
Your mailbox, connected to the CRM
Connect your Microsoft 365 mailbox. Heimster assigns every message to a contact and property and suggests a reply – sent from your own mailbox.
- Portal enquiries are captured and assigned automatically
- AI reply draft with the property's facts, brochure attached
- Company templates and automatic acknowledgement
WhatsApp, just like email
WhatsApp messages appear in the same inbox as your emails – with linking, AI replies, templates and the full history on the contact.
- Unknown number? Heimster suggests the matching contact
- Replies, templates, attachments and files straight from Heimster
- Hand over to a colleague without losing the history
Sandra Keller
WhatsApp · +41 79 •••
Belongs to Sandra Keller · prospect Seestrasse 12?Link
Good evening, is the flat on Seestrasse still available? We could come by on Saturday.
AI suggestion
Good evening Ms Keller, yes, the flat is still available. On Saturday there are slots at 10.00 and 11.30 – you can book directly here.Speak for one minute instead of typing for twenty
After the viewing, tap the microphone and talk. Heimster suggests attendance, notes, tasks and the email draft – you review and apply.
- German, French, Italian or English
- Asks instead of guessing – for example whether an open task is done
- Nothing is saved until you approve it
0:47
Proposal after 19 seconds
Nina Kunz · present · interested
Marco Bianchi · too small, wants 3.5 rooms
Property note · bedroom blind broken
Task · call Nina Kunz on Monday
Know who is calling before you answer
Connected to Microsoft Teams, Heimster opens the contact's card when a call comes in – with properties, interests and the last conversation. Afterwards the call is logged in the history.
- Contact card while it is still ringing
- Calls logged in the CRM automatically if you wish
- Call with one click from the contact
Incoming call
Marc Rohner
Interested in
Seestrasse 12, Wädenswil
Last contact
Viewing on Tuesday
Open
Submit proof of financing
Relationship care that remembers for you
Birthdays, purchase anniversaries, one year after moving in: Heimster shows who to get in touch with today and writes a personal draft.
- Occasions from the data you already have
- Personal AI-written message in your tone
- Greeting cards and newsletters featuring your properties
Get in touch today
Brunner family – birthday
Purchase 2024 · Rietstrasse 43
Peter Lang – 1 year in the new home
Moved in on 1 November 2025
Eva Huber – owner
Last contact 11 months ago
The difference
If it is not in the history, it did not happen.
With Heimster, every message, call and note is in the right place – even when a colleague takes over or you are on holiday.
Everything in this area
27 features, all included.
- Inbox with CRM matching Your Outlook or Gmail mailbox right in Heimster: every email lands with the right contact, property or deal – anything unclear appears with suggestions to assign.
- «Debrief» dictation After a meeting or viewing, just speak freely – Heimster suggests notes, attendance, status changes, tasks and emails that you accept with one click.
- Book viewings online Interested parties book free slots directly on the listing, showroom or project page – no account needed, with reminder, calendar entry and rebooking by link.
- Send from your own mailbox Emails to clients go out from the agent's connected Microsoft 365 mailbox – with sender, history and replies where they belong.
- Exposé straight as an attachment When replying, attach the exposé PDF, brochure or showroom link – Heimster shows beforehand what is available for this property.
- Outlook drafts in Heimster The «Drafts» folder shows your Outlook drafts – edit and send them in Heimster, changes made in Outlook are kept.
- Company email templates Company-wide text templates right in the send dialogue – everyone writes in the same tone, with placeholders for salutation, property and links.
- Portal enquiries captured automatically Enquiries from portals are read, matched to the listing and created as a contact with interest – no retyping.
- Automatic acknowledgement Every enquiry on a listing or project gets an immediate reply in your name – with exposé, brochure, showroom and booking link if you wish.
- Messages from searchers Conversations with interested parties from Heimster run in the same inbox as emails – with application, proposed dates and offers in the thread.
- WhatsApp in the inboxPilot phase WhatsApp messages to the company number or your own number appear in the inbox – linked to contact and property, with AI replies, templates, attachments and handover.
- Viewings via WhatsAppPilot phase If someone asks for an appointment on WhatsApp, the reply draft suggests free viewing slots and books directly.
- Teams call with client cardPilot phase When the agent takes a call in Microsoft Teams, Heimster opens the contact with deals, applications, appointments and a note for taking notes.
- Dictation asks, doesn't guess If something in the dictation is unclear, such as an unknown name, Heimster asks a follow-up question instead of inventing data.
- Debrief in ChatGPT or Claude If you prefer dictating in ChatGPT or Claude, do the debrief there – the Heimster app creates notes, tasks and properties directly.
- New leads reported instantly Purchase interest, offers and applications are reported live in Heimster to everyone responsible – and by email if the notification is still unread after a minute.
- Open house Advertise an open viewing as «Open house – no registration needed»; interested parties can still sign up for a reminder.
- Waiting list moves up automatically When a slot is full, interested parties join the waiting list and move up automatically if someone cancels.
- Allocate places fairly by lottery When demand is high, collect registrations first and draw the places – those not drawn learn their place on the waiting list.
- Viewings of occupied properties For occupied properties, tenants are informed of every viewing in good time under Art. 257h of the Swiss Code of Obligations, from your mailbox – in their language and without visitors' names.
- Attendance via QR check-in Visitors check in with a QR code, attendance and feedback are saved to the contact – followed by the invitation to apply.
- Consultations in the sales centre For new-build projects, interested parties book consultations with an available adviser – Heimster allocates them and warns about overlaps.
- Proposed dates that expire Proposed dates in the chat are valid only until the appointment – unanswered proposals then show as «expired» everywhere.
- Viewings in the Outlook calendar Viewings appear in the Outlook calendar; if an appointment is moved there, Heimster picks up the new time.
- Opened or not? For dossiers you have sent, contact and property show whether the email was opened, the link clicked or it was not delivered.
- Friendly follow-up, automatically Anyone who received the dossier but has neither viewed nor made an offer, or still owes documents, gets a reminder in your name after a few days.
- Newsletter to contacts Send newsletters to groups with ready-made templates, seasonal designs and property tiles – salutation per language, consent and unsubscribe included.
Type less. Talk more.
Inbox, WhatsApp, dictation and relationship care are included in your subscription.