What the business type does
Every workspace has a business type. The type turns on the parts that the business needs. The CRM is for every business. Real estate is one part that you turn on.
A workspace admin picks the type in the setup steps. An admin can change it later in Settings → Features. Berchtold can also change it for you.
The five types
| Type | For | What it turns on |
|---|---|---|
| Real estate | Agents, teams and brokerages | The CRM, Email and Real estate |
| Software | Subscriptions and apps | The CRM and Email. Real estate is off. |
| Professional services | Law, accounting and consulting | The CRM and Email. Real estate is off. |
| Products | Makers, shops and distributors | The CRM, Email and Product catalog. Real estate is off. |
| Other | Any other business | Nothing changes. You pick the parts yourself. |
The type also tells Insights what kind of company you are. Real estate and Professional services are service businesses. Software and Products are product businesses.
The parts
- CRM: contacts, accounts, deals, pipelines, deal roles, goals and tasks. Every business can use it.
- Email: campaigns, templates and lists. Email needs the CRM.
- Real estate: Listings, Markets, Properties and Transactions. It also adds MLS data, listing kits, neighborhood graphics and open houses. On a deal, it adds key dates, contract terms and commission. Real estate needs the CRM.
- CMAs: comparable sales and a price range for a seller. CMAs need Real estate and an MLS license for CMA use. That license has its own MLS fee.
- Product catalog: your products and services, for content and market research.
- Sites: websites built in Berchtold. Only Berchtold turns Sites on. To add it, contact us. Home search and listing pages on a website also need Real estate.
Change the type or a part
Open Settings → Features. Only workspace admins can change the type and the parts.
Select a business type at the top. Use the arrow keys to move between the types.
Under Parts this workspace uses, turn a part on or off. A part that needs another part says Needs and names it. Turn that part on first.
When you turn a part off, Berchtold asks first. The message says what leaves the menu, the Assistant and the phone app. It also says what stays saved. Berchtold does not ask when you turn a part on.
A change never deletes data. When a part goes off, its pages and tools are hidden. Your listings, transactions and deal terms stay saved. They come back when you turn the part on again.
What you see when a part is off
- The part's pages leave the menu on the web and on the phone.
- The Assistant and connected AI apps, such as Claude, cannot use the part. If you ask for it, the reply says the part is off.
- A link to one of the part's pages opens a page that says the part is off. An admin sees a button to turn it on.
- You stop getting notifications for the part.
Each change shows in the workspace's activity log. Nobody gets an email about it.