Success based on the modular principle

Property Administration

 Efficient property management made easy

Optimise your property management with our powerful administration module. This module simplifies your daily tasks and ensures clear organisation.

• Tenancy agreements: Creation and management of tenancy agreements.

• Digital forms: Create digital templates that populate from the system using placeholders and have them digitally signed by the tenant

• Bookings: Manage bookings and account for rental payments.

• Payment tracking: Monitoring of rental payments.
  

• Document management: Storage and quick retrieval of legal documents.
  

• Communication: Efficient communication with tenants and other stakeholders.
  

• Integrated key, meter and smoke alarm management
  

• Operating cost accounting: Configure cost types, record and allocate expenses.

• Additional services: Management of the letting of fixtures, fittings and services.

Property Management

Manage and present properties professionally

Manage and present your properties attractively on your website. This module supports you in the efficient management of your properties as well as in the optimal presentation and addressing of interested parties.

• Property data: Detailed recording of all property master data.

• Prospect management: Automatic notifications to potential interested parties.

• Maintenance documentation: Storage of technical installations and logging of maintenance work and repairs.
• Contract management: Management of contracts and relevant documents.
• Search requests: Create search requests based on criteria such as size, price and location. Automatic notifications or manual assignment allow you to approach interested parties flexibly. New search requests for similar properties can be generated automatically.

Accounting

Finances under control - keep an overview

Our finance module gives you control over all financial aspects of your property management. Keep an eye on your income and expenditure at all times.​

• Operating cost accounting: Management of debit positions and operating cost accounts.
• Financial reports: Create and manage detailed financial reports.
  
• Budget planning: monitoring of income and expenditure and effective budget planning.
• DATEV connection option

Project

Successful property projects from start to finish

Manage your property projects efficiently from the first planning step to the final execution. SMARTBRIX allows you to keep an eye on all project phases.​

• Project planning: Creation of project plans and definition of milestones.

• Resource management: Allocation of resources and tracking of project progress.
  

• Reports and analyses: Use reports to ensure that projects are completed on time.
  

• Budget and performance control: Monitoring the budget and controlling the services provided to ensure efficient utilisation of resources and adherence to the project objectives.

CRM

Manage customer relationships effectively

Optimise your customer management and increase the efficiency of your sales processes. Our CRM module offers you comprehensive tools for targeted customer care.​

• Prospect data: Recording and maintenance of prospect data.

• Interaction tracking: Documentation and tracking of all customer interactions.

• Sales processes: Efficient management of sales and letting processes.

• Reports: Analysis of customer activities to optimise your sales strategy.

Helpdesk

Centralised access to all relevant information​

Offer your customers, tenants and partners a centralised platform for managing all important data and processes. The customer portal enables transparent communication and simplifies interaction with your company. ​

• Own data: View and update personal data.

• Invoices: Check open and paid invoices.

• Search requests: Manage search requests for suitable property listings.
  

• Bookmarked exposés: Overview of favoured and extended property offers.
  

• ​Projects: View current and completed projects.

• Tasks: Assignment and status tracking of individual tasks.
  

• Tickets: Create and manage tickets for enquiries or problem reports.

• Utilisations: Overview of the current utilisation of objects.

• Working time recording: Internal users, such as tradesmen or caretakers, can record their working hours directly.

Sales

Simplify and optimise sales processes

Our sales module allows you to keep track of all important sales activities and documents. Simplify your work processes and increase efficiency.​

• Offers and contracts: Create and manage detailed sales quotations and contracts.

• Automation: Use templates for quotations and emails.
  

• Payment methods: Integration and management of various payment methods.

Documents

Secure and centralised document management

With our document management system (DMS), you can store and manage all relevant documents securely and centrally. The focus is on fast access and clear organisation.​

• Secure storage: Securely store important documents such as contracts, invoices, maintenance logs and construction plans.

• Access and categorisation: Fast access and simple categorisation of documents.
  

• Assignment: Seamless assignment of documents to objects, contacts or projects.

Maintenance

Quality assurance through effective maintenance

Ensure that your property retains its value through proactive maintenance measures. Our module helps you to plan and document maintenance work efficiently.​

• Maintenance plans: Creation and management of maintenance plans.
• Documentation: Documentation of maintenance work to avoid errors.
• Value retention: Long-term preservation of property values through regular maintenance.
  
  

Repairs

Manage repairs efficiently

Our repair module offers you all the tools you need to efficiently manage and monitor internal repairs.​

• Repair requests: Entry and processing of repair requests.
• Work orders: Creation and assignment of work orders.
• ​Progress control: Monitoring the progress of all repairs.

Digital time recording

Minute-by-minute and digital time recording

Record and manage your employees' working hours digitally and to the minute. Our module helps you to document and bill time effectively.​

• Cloud-based: Time recording anytime and anywhere.

• Project assignment: Assignment of working hours to specific projects.

• Reports: Creation of invoices and reports based on recorded times.

Planning

Optimise the use of resources

With our planning module, you can optimise the use of resources and increase the productivity of your team.​

• Resource management: Manage and allocate resources such as employees and caretakers.
  

• Work schedules: Create efficient work schedules.

• Monitoring: Monitoring of resource utilisation and availability.

Customer service

Excellent customer service made easy

Improve your customer service through effective management of damage and defect reports. Our module makes managing such requests simple and efficient.​

• Recording of reports: Prioritisation and forwarding of damage reports.

• Status tracking: Tracking of the processing status in real time.

• Communication: Direct communication with tenants and the trades involved to resolve problems quickly.

• Use of the customer portal: Customers can conveniently submit reports online, track the processing status and communicate directly with the support team.

Email Marketing 

Targeted and successful email marketing

Maximise the success of your email campaigns. Personalise your messages and reach your target group effectively. ​

• Newsletter creation: Create and personalise newsletters and campaigns.
  

• Analysis functions: Comprehensive analyses to monitor success.
  

• Planning and dispatch: Targeted planning and timely dispatch of campaigns.

Website

Professional online presence

Manage your company website easily and professionally. Customise your online presence with our user-friendly modular system. ​

• Modular system: User-friendly modular system with customisable templates.
  

• Video chat: Integration of a video chat for direct customer communication.
  

• Blog and live chat: Set up a blog and live chat channels for interactive customer communication.

• Customer portal: Enable customers, tenants and partners to access personal data, invoices, search requests, projects and tasks as well as create and manage tickets - all in one central portal.
  

Live Chat

Real-time support for your website visitors

Offer your website visitors instant support with our live chat module. Improve customer service and clarify questions in real time.​

• Integration: Live chat channels directly on your company website.

• Immediate support: Fast and direct communication with visitors.

Dashboard

Everything at a glance with a customisable dashboard

Customise the dashboard according to your needs and keep an eye on important data and information at all times. ​

• Overview: Comprehensive overview of your properties and listings.
  

• Flexible views: Views such as pivot tables, graphs, lists and many more to analyse and visualise data as required.

• Milestones and budgets: Create milestones and review budgets.

Employees

Efficient organisation of your employee structure

Manage your employee data and personnel files centrally and efficiently. Our HR module supports you throughout the entire personnel administration process.​

• Employee data: Management of employee data and personnel files.
  

• Application management: Processing of applications and organisation of training courses.

Contacts

Manage all relevant contact data centrally

Manage all relevant contact data in one central location and maintain an overview at all times. Our module helps you to optimise the communication and documentation of contacts.​

• Contact information: Store and manage your contacts.
  

• Contract details: Management and assignment of contract details to contacts.

• Integration: Seamless integration of contact data with other modules.

Purchase

Efficient and transparent procurement process

Optimise your procurement process from start to finish. SMARTBRIX allows you to keep track of all order processes and supply chains. ​

• Purchase requisitions: Create and manage purchase requisitions.

• Quotation management: Obtain and compare quotations from suppliers.
  

• Supply chain monitoring: Monitor the entire supply chain for maximum efficiency.

Inventory

Stock levels at a glance at all times

Our warehouse module allows you to keep track of all resources. Organise storage locations, optimise warehouse processes and increase productivity through intelligent automation. ​

• Inventory recording: Detailed recording and documentation of stock levels.

• Optimised storage locations and processes: Manage specific storage locations and automate putaway processes.
  

• Transparency: Real-time transparency of warehouse movements and route optimisation.

Calendar

Efficient scheduling for your company

Organise all important appointments and events centrally with our internal calendar module. ​

• Centralised appointment management: Plan and manage meetings, viewings and maintenance appointments in one place.

• Automatic linking: Synchronise appointments automatically with relevant property and tenant data.

• Clarity: Keep track of all important events and deadlines.

Discuss

Promote collaboration and internal communication

Improve internal communication and collaboration in your company. With SMARTBRIX, your team will always be up to date.​

• Real-time communication: chat and send messages in real time.

• Thematic discussions: Hold discussions in specific channels.
  

• File and link sharing: Share documents and links for better collaboration.

Messages

Centralised email management for maximum efficiency

Keep track of all your email communications in one centralised location.​

• Centralised mailbox: Manage all incoming and outgoing emails in one place without having to switch between different clients.

• Efficient communication: Organise email conversations with tenants, suppliers, customers and internal teams.

• Categorisation and prioritisation: Use intelligent functions to categorise and prioritise messages.

Approvals

Efficient authorisation management

Optimise internal approval processes and keep track of all requests at all times.​

• Approval requests: Create and track approval requests.
  

• Process definition: Definition of clear approval processes.

• Status monitoring: Monitor the approval status in real time.

Notes

Centralise and share important information

Record important information and share it effectively with your team. Our module enables clear structuring and easy searchability of notes.​

• Note creation: Create and categorise meeting minutes and reminders.

• Collaboration: Effective sharing of notes for improved collaboration.

Attendances

Record and manage working times centrally

Record and manage your employees' working times. Our module supports you with: ​

• Time recording: Digital recording of working times.
  

• Attendance reports: Creation and management of attendance reports.

Time Off

Manage holiday times and absences efficiently

Plan and manage your employees' holidays, absences and sick notes efficiently with our absence module. ​

• Holiday requests: Management and approval of holiday requests.
  

• Absence reports: Create and document absences.

Expenses

Manage and invoice expenses and expenses efficiently

Manage and monitor all your employees' expenses and expenditure.​

• Expense reports: Create and manage expense reports.

• Receipt management: Upload and manage receipts.

• Reimbursement monitoring: Monitor and manage reimbursements.