Business types, and real estate as its own part
The CRM is now for every business. Pick your business type, and it turns on the parts you need. Real estate is one part that you turn on.
Pick your business type
Every workspace now has a business type: Real estate, Software, Professional services, Products or Other. The type turns on the parts that your business needs. A workspace admin picks it in the setup steps. An admin can change it in Settings → Features, at the top of the page.
The CRM is for every business
Contacts, accounts, deals, pipelines, deal roles, goals and tasks work for every business. Before, turning on the CRM also turned on the real estate tools.
Goals, deals and words for your business
Goals now work for every business. Real estate works back from GCI. Other businesses work back from the value of won deals, through the deal phases.
A deal shows the real estate groups (key dates, contract terms and commission) only with the Real estate part. Their values stay saved.
Each business type has its own words for the same things. For example, a software workspace sees Won where a real estate workspace sees Closed. An admin can rename any word in Deals → Pipelines → Words.
Templates for your business come first. Listing templates show only with the Real estate part.
Real estate is its own part
Listings, Markets, Properties and Transactions now come with the Real estate part. So do MLS data, listing kits, neighborhood graphics and open houses. Real estate needs the CRM. CMAs need Real estate.
Real estate workspaces see no change.
Change single parts
Below the business type, an admin can turn single parts on or off. A part that needs another part says so. Sites stays a part that only Berchtold turns on.
Nothing is deleted
Before a part goes off, Berchtold asks you to confirm. It names what leaves the menu, the Assistant and the phone app. It also names what stays saved. Turn the part on again, and everything comes back.
A link to a page of a part that is off opens a page that says so. An admin sees a button to turn it on.
Claude, ChatGPT and Muse follow the same parts. They can also read and change the business type. They show what changes first, then ask you to confirm. See Choose your business type.