01
Owners & acquisition
- Valuation funnels
- Referrers & referrals
- Search engines & AI search
- Campaigns & landing pages
- Lead qualification
A company that knows what it knows
Your systems run side by side: CRM here, website there, campaigns in a third tool, knowledge in heads and emails. Company Intelligence connects all of it into a Company OS. Every enquiry, every contact, every order is fully processed, from first touch to invoice. Nothing is rebuilt. What works stays and gets connected.
The principle
What fully processed means
Most companies capture data, but they do not process it to the end. An enquiry lands in the inbox, is typed in by hand, gets a reply at some point, and afterwards nobody knows which campaign it came from or what became of it. Fully processed means:
Every enquiry has a source
Campaign, page, search term or referral is stored with the contact, not in a spreadsheet next to it.
Every contact has a next step
The CRM says whose turn it is, what needs doing and by when. Nothing is left sitting in the inbox.
Every step leaves a trail
Email, call, meeting, proposal and invoice sit in the same record. Whoever takes over sees everything.
Every number can be traced
The chain is closed from ad budget to order. You see what pays off, not just what brings clicks.
Every invoice follows the order
Proposal, order, invoice and reminder come from the same data. No retyping, no second list.
Knowledge is within reach
What sits in heads, folders and old emails becomes available to the team and to AI assistants, with approvals.
The Company OS
Four fields where the building blocks sit
The diagram shows the map, using a real estate company as the example. It is not a mandatory programme. No company needs every building block, and certainly not all at once. The business case decides which come first: where is time lost, where is information missing, what will customers and team notice right away.
Company Intelligence
One System. All Connected.
Company
OSpowered by AI
OSpowered by AI
Acquisition and marketing
More owners. More suitable properties. More reach.
02
CRM & data
- Contacts & properties
- Owners & prospects
- Search profiles & activity
- Duplicates & data quality
- Interfaces & sync
03
Website & portals
- Website & property pages
- Listing portals
- Forms & booking
- Multilingual content
- Tracking & consent
04
Marketing & brand
- Brochures & property copy
- Photos, video & floor plans
- Social media & newsletter
- SEO, GEO & ads
- Templates & brand rules
Sales and transactions
The right buyers. Secure processes. Successful closings.
05
Sales & matching
- Property-to-prospect matching
- Lead routing & priorities
- Viewings & feedback
- Offers & negotiations
- Pipeline & follow-ups
06
Transaction & checks
- Documents & data rooms
- ID checks & AML
- Credit & financing status
- Contracts & e‑signature
- Notary dates & handover
07
Lettings
- Rental prospects & enquiries
- Documents & tenant forms
- Viewing appointments
- Tenancy agreements & handovers
- Deadlines & reminders
08
Partners & network
- Banks & financing
- Notaries & legal advice
- Photography & home staging
- Energy advice & trades
- Referrals & partner status
Company
OSpowered by AI
OSpowered by AI
Operations and service
Efficient workflows. Satisfied customers. Long-term relationships.
09
Communication
- Email & calendar
- Phone & call notes
- Chat & messenger
- Meetings & tasks
- Reply drafts & translation
10
Customer service & portals
- Owner portal
- Marketing reports
- Prospect portal
- Status updates & FAQ
- Reviews & referrals
11
Management & portfolio
- Tenants & owners
- Damage & service tickets
- Maintenance & contractors
- Billing documents
- Portfolio data & deadlines
12
Knowledge & team
- Processes & checklists
- Onboarding & training
- Market & location data
- Internal search & assistants
- Responsibilities & cover
Business and development
Transparency. Better decisions. New opportunities.
13
Finance & control
- Commissions & invoices
- Accounting & payment status
- Budgets & cash planning
- Revenue forecasts
- Cost per lead & mandate
14
Reporting & leadership
- Marketing & sales figures
- Lead source to closing
- Time to sell
- Team & office reports
- Targets & actions
15
Security & operations
- Roles & access rights
- Approvals & logs
- Retention & deletion
- Backups & data export
- Monitoring & data upkeep
16
New Products
- Phone assistant
- Valuation assistant
- Matching service
- Market & location reports
- Customer & partner portals
In practice
What this looks like in my own business
I work with a Company OS myself. Twelve tools come together there, from tasks and calendar to invoices and enquiries to content and analytics. The video shows a normal working day in 47 seconds.
Real interface, sample data. Client names and amounts in the video are made up. The video is in German.
The briefing is ready in the morning
At 6 am an assistant summarises appointments, the three most important tasks and open invoices. From calendar, tasks and accounting, not from yet another list.
On the road, a voice message becomes a task
A WhatsApp voice message is enough. The system creates the task with client and date and confirms it.
An enquiry becomes a lead within a minute
Website form, lead in the CRM, task and an email with a button straight into the record. Nothing is retyped.
The AI prepares, I decide
Emails, posts and meetings with guests are ready as drafts. Only what I approve goes out.
Process
Three phases, block by block
Learn
I look at which systems exist, where data is entered twice and where enquiries get lost. The result is a map of your company and the first building block that pays off.
Improve
The existing systems get connected: website to CRM, campaigns to tracking, CRM to invoicing. Every connection is measured, and every week you see what is done.
Create
Only now do assistants and automation come in: prepared replies, tasks that create themselves, reports that are ready in the morning. Always with your approval, never behind your back.
Who it is for
Three situations where a Company OS pays off
Mid-sized companies
Several tools, and nobody connects them. Typically 20 to 300 employees, a sales team selling services that need explaining, and enquiries whose source nobody knows.
Real estate companies
Estate agents, property managers and developers whose CRM, portals and website do not talk to each other. Owner enquiries, valuations and property brochures run in three places.
Startups after the first funding round
Excel and ad hoc agreements no longer hold up. Now you need a pipeline, tracking and reports that show investors and team the same numbers.
Case studies
Built, not just advised
EnquiriesSchwanenwik ImmobilienWebsite, valuation funnel and Google profile connected. Enquiries land in the CRM with their source and get a prepared follow-up.View project
+180%metergridB2B funnel closed from campaign to CRM, qualified leads, cost per lead 40% lower.View project
Brand + systemModulrPositioning, website and enquiry paths built as one, measurable down to the enquiry.View project
Who is behind it
Torben Seib
EvernestCMO, from 4 to over 250 employees
metergridB2B build-up to Series A
Engel & VölkersGlobal Head of Digital Marketing
I led marketing at Evernest as the company grew from 4 to over 250 people, built up the B2B business at metergrid through to its Series A, and built Company OS building blocks for real estate companies in Hamburg: enquiries that land in the CRM and get a prepared follow-up, invoices with payment reminders, reports that create themselves. I come from marketing and today work more as a solution manager. The question is almost always how to connect systems so that they talk to each other. I do not just advise, I build it. With you, never behind your back.
FAQ
Questions about Company Intelligence
What is Company Intelligence?
The principle that a company knows what it knows. Systems, knowledge and team are connected through one central layer, the Company OS. Every enquiry, every contact and every order is fully processed, from first touch to invoice, and everyone on the team can reach what they need for the next step.
Do I have to replace my software?
No. A Company OS connects what is already there: CRM, website, campaign tools, accounting, file storage. A system is only replaced when it really cannot carry the load any more. That is the difference from what many people understand by digitalisation: the existing business is not rebuilt, it is connected.
What is the first step?
A single workflow, usually enquiries. They land cleanly in the CRM, with their source, and get a prepared follow-up. You see the result within a few weeks, and it shows whether the approach fits your company.
What does the AI do, and what does it not do?
It reads, assigns, prepares and answers from approved knowledge. It creates tasks, writes drafts and summarises. It does not decide, it sends nothing without approval, and it does not replace a system that works well.
How long does it take to build?
The first building block takes weeks, the full picture takes months. You decide block by block, based on the business case: where is time lost, where is information missing, what will customers and team notice right away.
Who owns the data and the access?
You do. Every account, every interface and every key runs in your company's name. I work through invitations, never through passwords in files, and at the end I hand everything over with documentation.
Does this work outside real estate?
Yes. The building blocks are the same, only the names of the systems change: where real estate uses Propstack or onOffice, other mid-sized companies use HubSpot, Dynamics or Salesforce. I have built Company OS building blocks for real estate companies and closed the funnel from campaign to CRM for B2B companies such as metergrid and Pinktum.
What does Company Intelligence cost?
There is no package price, because the scope depends on the first building block. After the intro call you get a proposal for exactly that block, with effort, result and a way to measure it. Further blocks only follow once the first one has paid off.
Where are you losing time today?
In the free intro call we go through your systems and workflows in thirty minutes and find the first building block that pays off.
Book an intro callRead more