Solutions · Branches & teams
Several locations.
One overview.
Heimster mirrors your agency as it is: company, branches, teams and people – with permissions, figures and enquiries that land automatically where they belong.
The cockpit follows your organisation chart
Closings, volume, fees and pipeline – for the whole company, per branch, per team and per person, compared with the previous period.
- Managers see their own area – and only that
- Signals where things are stuck: unanswered enquiries, leads without a next step
- Regular management report by email
Sample figures
Enquiries distribute themselves
Decide who gets which enquiries – in rotation, weighted or by rules such as region and property type. Anyone who is away is covered automatically.
- Several contact persons per property
- Absence cover, so no enquiry is left waiting
- Replace a person when someone leaves the company – with everything that goes with it
During the absence, the cover takes over.
Know where your clients come from
Every enquiry carries its source: portal, your website, Heimster, campaign or referral. The cockpit shows which channel brings closings – not just clicks.
- Source per contact, including campaign parameters
- Funnel per channel through to closing
- Closings reported back to Google Ads and Meta
Sample figures
What matters comes to you
New leads, missed deadlines and closings appear where your team already works – in Slack or Microsoft Teams, with a channel for each branch.
- Channels per branch or team
- Reminder when an enquiry has gone unanswered too long
- Roles for assistants and marketing with the right permissions
The difference
One system for every location – no isolated solutions.
Same processes, same templates, same figures – and still each branch sees only what it should.
Everything in this area
8 features, all included.
- Management cockpit Company, branch, team and person in the organisation chart – closings, volume, progress, workload and signals such as stalling deals; team leads see exactly their unit.
- Fees in the cockpit Fees from closings, paid, outstanding and in deals still running, net by each person's share – also in the Excel export.
- Acquisition funnel per agent Funnel from valuation to mandate, rate and median days, reasons for losses and leads without a next step – per pipeline and agent.
- Where clients come from New contacts by source – portal, Heimster, your own website, campaign – with the path to viewing, offer and closing, compared with the previous period.
- Management report by email Weekly or monthly, the key figures compared with the previous period, the top performers and the whole cockpit as Excel in your inbox.
- Branches, teams and access rights Build locations and teams by drag and drop; staff see the properties and contacts of their unit or only their own.
- Roles for assistants and marketing Besides agent there are the assistant and marketing functions with fixed rights – marketing sees no contact records or fees, assistants work for specific people and teams.
- Manage licences yourself Assign and withdraw licences per person; members with read-only access do not take up a paid licence.
Show us your structure.
We set up your branches and teams in the demo – with your roles and your rules.