Years of Swiss Propertybase projects. One ready setup.
Everything we’ve learned from Swiss agencies is already in the setup you start with.
The CRM pre-configured for Swiss real estate agents.
Follow-ups, campaigns and exposés run on their own, your data stays clean, and there is still room for the way your agency works.
Fitted to your agency
Your way of working
Fitted to Switzerland
Propertybase Swiss Edition
The base
Propertybase CRM
Everything we’ve learned from Swiss agencies is already in the setup you start with.
Why Swiss Edition
A standard setup isn’t built around Swiss processes. Agencies end up adapting layouts, emails and workflows themselves, one by one.
Portal leads wait until someone sends the exposé, and the phone time goes to window shoppers instead of serious buyers.
Contacts recorded twice, listings published with gaps, cities typed by hand. Soon the reports stop matching reality.
Built-in automations
Four automations come ready on day one, so your team spends its time on viewings and new mandates.
PropertybasenowFollow-up sent
Marc Keller got a personal check-in two days after his exposé.
01 / 04No more pending inquiries
You set how often follow-up emails go out and at what intervals. Window shoppers get a polite rejection instead of repeated calls from your team.
You set how often and whenPolite, on-time rejectionsMore phone time for serious buyers
PropertybasenowAdded to the waiting list
Sarah Brunner gets the Zug apartment exposé as soon as it is ready.
02 / 04New mandate, new prospects
Publish on your website and the portals before the marketing material is finished. Interested prospects are added to the waiting list and get the exposé at the push of a button.
Publish on portals and your site firstProspects collected from day oneExposé out at the push of a button
PropertybasenowExposé requested
Lukas Meier asked for the Lucerne penthouse exposé from your campaign.
03 / 04Put your address database to work
Tell the right contacts about a new mandate. They request the exposé in one click, without a form. Dispatch and follow-up then run on their own.
Announce new mandates to your databaseOne-click exposé requests, no formAutomatic dispatch and follow-up
PropertybasenowExposé sent
Villa Crans-Montana brochure emailed to Marc Keller from his portal inquiry.
04 / 04At your service around the clock
Inquiries from real estate portals and your website are captured automatically, and the exposé goes out straight away in a personalised email. Duplicate-safe capture means no contact is recorded twice.
Portal and website inquiries captured oncePersonalised email with the exposéNo duplicate contactsCore modules
A ready Swiss setup that is quick to implement. Predefined processes keep your data clean.
Everyone, in context.
Owners, prospects and business contacts, each in their category. Topic lists show every related property, inquiry and activity.
A layout per property type.
Residential and investment properties, land and projects each get a fitting layout, so irrelevant fields never show.
Checked before it goes live.
Market on portals and your website. Before activation, Swiss Edition checks that all required data is there and flags gaps.
The right offer, in a few steps.
Save detailed search profiles and match prospects to suitable properties, even with thousands of contacts.
Fixed, bonus or flat rate.
Each success-fee model has its own layout, and the closing status updates itself as you fill it in.
For agents and management.
Consultants keep the day under control; management sees how the business is doing.
One timeline for everything.
Tasks, events and calendars, linked automatically to the contact, property or inquiry.
Every property type gets its own layout, and every listing is checked before it goes live.
Advanced functionality, included
Enter a postcode and the city and region fill in for contacts and properties. Fewer typos, consistent data.
Partners are seen together while the relationship lasts, yet each keeps a private history. One person can be part of several partnerships over time.
Where prospects come from, why they decline and where each one stands, in real time.
Build your own automated workflows for prospects, surveys or any process your agency needs.
Benefits
Built on years of consulting and supporting Propertybase agencies in Switzerland.
01
You start from a proven Swiss setup, so you don’t pay to reinvent the basics.
02
Every portal and website lead gets its exposé and follow-up on time, day and night.
03
Predefined processes, duplicate-safe capture, required-data checks and postcode lookup keep your reports matching reality.
04
Publish new mandates before the brochure is ready, and collect prospects from day one.
05
Dashboards for consultants and management, and a full timeline for every contact and property.
06
Flexible enough for your own processes, and extendable with Flow Builder as you grow.
“Our CRM is now our single source of truth. Combined with strong automation, it saves us time and lets us react faster to what buyers and sellers need.”
Tailored to you
Swiss Edition is the starting point, and we fit it to your agency. In a consultation, we look at how you work today and what your team needs.
Propertybase Swiss Edition is Propertybase CRM pre-configured for Swiss real estate agents by Consennse. It includes automated follow-ups, waiting lists, email campaigns, exposé delivery, seven core modules and a Swiss postal code service.
Real estate agencies in Switzerland that sell or let property and want Propertybase set up for Swiss processes from day one, whether they are new to Propertybase or already use it.
Inquiries from real estate portals and your website are captured automatically, and the exposé goes out straight away in a personalised email. Duplicate-safe capture means no contact is recorded twice.
Yes. Swiss Edition is the starting point. In the analysis we map how your agency works, then fit layouts, emails and workflows to it. With the Flow Builder you can add your own automations.
Yes. We review your current setup, bring in Swiss Edition and move your existing data over, so your team keeps its history.
It depends on your processes, your data and the integrations you need. After the analysis you get a project plan with visible milestones, so you know the timeline before we start.
Every Swiss Edition is tailored, so the price depends on your team size, your data and the adjustments you need. Book a consultation and we will put together an offer for your agency.
No. Consennse is an independent Swiss company and a Propertybase specialist. We are not affiliated with Propertybase. Your contract and your contact for setup and support are with us.
