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The Real Estate DXP.

Know your clients better. Act in their best interest.

Your clients trust you with decisions that shape their lives. Berchtold connects client intelligence to the contact and the deal, helping you understand what matters, keep records current, and follow through. Work in the app or with your personal agent or AI chat of choice.

Get Started See the product
See every deal by phase, from first inquiry to closing. Harbor & Main Realty, fictional demo data.
Pipeline · Harbor & Main Realty (Demo)
The Berchtold deals board with real estate deals in lead, active, under contract, and closed columns.The Berchtold deals board with real estate deals in lead, active, under contract, and closed columns.

See every deal by phase, from first inquiry to closing. Scroll across the image to see the full screen.

Actual Berchtold app screens from Harbor & Main Realty. The brokerage, people, and properties are fictional example data.

Connected tools.
One shared ecosystem.

Google AnalyticsSearch ConsoleWordPressBufferClaudeChatGPTMuse

The client's best interest

Better understanding. Better decisions. Better follow-through.

As a fiduciary, your responsibility starts with the client's best interest. Understanding their goals, priorities, and circumstances gives you the context to act on that responsibility. Berchtold brings that context together to support your judgment and the work you do on their behalf.

From context to careExplore how each source informs the next step
One connected contact

The person behind the deal.

What the client tells you

“Asked for a home with space to work.”

A dedicated office matters.

Relationships · Preferences · History · Deals

A better-informed next step

Put understanding to work.

Confirm which spaces could work as an office before the next showing.

Suggested for your review

Visitor activity, inquiries, preferences, and feedback. Behavior offers clues; the client confirms what matters.

Illustrative example
Each interaction enriches the contact. Each outcome informs what comes next.

Built around MCP from day one

Use your personal agent or AI chat of choice.

We started with MCP (Model Context Protocol) on day one and grew the app around it. Every app feature is available through MCP, with the same permissions and brand rules. Connect any compatible personal agent or AI chat, including Claude, ChatGPT, or Muse. Each tool signs in as you.

Every integration serves the full Berchtold ecosystem. Connected tools contribute context and capabilities across the platform, for your team, automations, and AI, within the permissions you set. Client context connects back to the contact.

For team leaders

A fuller view of every client.

What a client tells you, how they interact, and what happens in their transactions all contribute to your understanding. Connect that context back to the contact so your team and your AI can see the history behind the next decision.

The goal is a 360-degree client view that helps you serve the person behind the record.

  • Relationships, notes, and activity on the contact
  • Follow-up with the full client history in view
  • Lead source kept on every deal, through closing
Berchtold for teams
One record of each client, with tags for your sphere and past clients. Harbor & Main Realty, fictional demo data.
Clients · Harbor & Main Realty (Demo)
The Berchtold contacts list with tags such as past client, sphere, buyer, and seller.The Berchtold contacts list with tags such as past client, sphere, buyer, and seller.

One record of each client, with tags for your sphere and past clients. Scroll across the image to see the full screen.

For brokerages

Carry that understanding across your brokerage.

Client context should travel with the work. Give agents and their AI the history they are permitted to see, with shared brand rules and clear responsibilities. Help the next person pick up the relationship with an understanding of what matters to the client.

Brand rules are versioned. You can see which rules were in effect when any piece was made.

  • Roles for agents, team leads, and admins
  • Email and templates in your brand
  • Records stay with the brokerage when an agent leaves
Berchtold for brokerages
Build email from published templates, in your brand. Harbor & Main Realty, fictional demo data.
Email · Harbor & Main Realty (Demo)
The Berchtold email builder with a just-listed email open on the canvas.The Berchtold email builder with a just-listed email open on the canvas.

Build email from published templates, in your brand. Scroll across the image to see the full screen.

Transaction management

Transaction management that does the work for you.

Keep records up to date with suggested updates from contracts and notes. Get intelligent suggestions, turn deadlines into tasks, and see what needs attention. Keep yourself and the deal on track, with context connected back to the contact.

Better client context supports better suggestions. You review suggested changes before they are saved.

The goal is to keep the client's priorities in view while keeping you and the deal on track.

  • Contract deadlines and tasks on the deal
  • Suggested updates from contracts, which you review
  • Daily and weekly deal reviews to keep you on track
Deals and transactions
Keep the property, the parties, and every contract deadline on one deal. Harbor & Main Realty, fictional demo data.
Transaction · Harbor & Main Realty (Demo)
A Berchtold deal record under contract, with the property, the people on each side, and contract deadlines.A Berchtold deal record under contract, with the property, the people on each side, and contract deadlines.

Keep the property, the parties, and every contract deadline on one deal. Scroll across the image to see the full screen.

How Berchtold works

Govern. Remember. Understand. Act. Measure. Learn.

See the five layers
  1. 01

    Governance

    Govern

    Your brand, your rules, roles, and approval policies set how work should happen. Brand rules are versioned.

  2. 02

    Memory

    Remember

    Relationships, email, deals, and activity connect back to the contact, building toward a 360-degree client view.

  3. 03

    Intelligence

    Understand

    Assistants read that context to explain what is going on and suggest the next step. Suggestions wait for review.

  4. 04

    Execution

    Act

    Work in the app or through your personal agent or AI chat. Every app feature is available through MCP, within your permissions.

  5. 05

    Signal

    Measure and learn

    Activity and results show what each step led to. That shapes the next decision.

Intelligence in service of the client

A richer contact record. A better-informed deal. The client's best interest at the center.

Each interaction adds context. That context helps you make informed decisions and carry out the next step. What happens next adds to your understanding, so you can keep improving how you serve the client.

Questions

What real estate leaders ask us.

What is a Real Estate DXP?

A DXP is one platform for every client experience you deliver. Most DXPs stop at the website and the marketing. Berchtold also runs the CRM, email, and the deal itself, from first visit to closing day. Relationships, email, deals, and activity connect back to the contact to build a 360-degree client view. Every app feature is available through MCP, so you can work with your personal agent or compatible AI chat of choice, under your brand rules.

Do we have to replace our CRM to use Berchtold?

No. Berchtold includes contacts, deals, and email, so it can replace a separate CRM. You can also start with one part, such as social posts, and turn on the rest later. Free standard onboarding connects one standard CRM and imports your brand and core rules. After that, every agent, automation, and AI tool works from the same brand rules and client history.

Will my agents use it?

Agents get one place for their clients, deals, email, and tasks. Many updates take one tap. An agent answers a question on the record, or from a link in the deal review email, and can undo the answer for 10 minutes. Berchtold works in a phone browser and sends push notifications. The app is in English, German, Spanish, Italian, and Chinese. Admins set roles, so each agent sees what they need.

How do we know the AI will not make things up?

Berchtold is not the chatbot. It gives the AI your brand, your rules, and your client history. Each suggested update shows the note, email, or contract it came from. Missing data stays missing. Agent drafts are checked against your brand rules, and actions such as publishing wait for your approval in your Inbox.

Who owns the client records when an agent leaves?

The brokerage does. Records belong to the workspace, not to one agent. Agents see their own book unless an admin gives them access to all records. When an agent leaves, an admin moves their records and open tasks to another agent in one step. An admin can export your contacts at any time.

How do we stay in touch with past clients without more manual work?

Start from an automation template, such as birthday or home anniversary greetings and reminders. Templates cover leads, deal tasks, client care, and staying in touch, and you can rename the labels that group them. A brokerage program can run for every agent, and each agent can turn it off for their own contacts. Each email uses your brand and goes from your own domain after you verify it.

Can we see which marketing turns into closed deals?

Each contact keeps its first and latest source, with UTM values, and each deal links to its contacts. Each new deal keeps the source and campaign that brought in its main contact, and you can filter deals by them. Campaign reports show opens and clicks and leave out clicks from security scanners. Connect Google Analytics and Search Console to see traffic and search results.

How much does Berchtold cost?

Solo Agent is $199 a month for one agent seat. Team is $499 a month and includes five seats. Each added seat is $49 a month.

Both plans come monthly or yearly. Pay for a year and get two months free, on added seats too. That makes Solo Agent $1,990 a year, Team $4,990 a year, and each added seat $490 a year.

Brokerage is for larger firms with many offices or teams. Contact sales for a quote.

Your martech is capable. Your marketing is not using it. Berchtold also offers senior marketing strategy consulting.

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Your next step

Put client intelligence to work for your clients.

See how Berchtold connects client context, your AI of choice, and transaction management to help you understand more and follow through.

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