All Annexa CRM Features
A real estate CRM built from the ground up for the Spanish market. Artificial intelligence, market intelligence, automated workflows, compliance, and gestoria tools in a single platform.
AI WhatsApp & Voice
Two AI agents work 24/7 to capture and qualify leads automatically via WhatsApp, phone calls, and email.
- Sofia: AI agent specialised in property management, availability enquiries, and bookings
- Iolanda: AI advisory agent focused on international buyers and investors
- Automated contact chain: WhatsApp first, then phone call, then email as fallback
- 24/7 multilingual support in Spanish, English, and Russian
- Automatic lead creation in the CRM with qualified data and conversation summary
- Powered by Claude AI for contextual understanding and Vapi.ai for natural voice conversations
Multi-Portal Architecture
Four independent portals, each with its own dashboard, leads, and operations, unified by a centralised CRM with full data isolation.
- Sarah-Katerina: real estate advisory portal for international buyers and investors
- Costa Larga: portal specialised in property investments and yield opportunities
- VITA Host: property management portal for holiday rentals and property management
- Admin CRM: centralised administration panel with a global view of all operations
- Each portal with its own dashboard, lead pipeline, and independent deal management
- Data isolation based on Supabase Row Level Security (RLS) for maximum security
Market Intelligence
A market intelligence engine that consolidates 7 data sources to deliver zone analysis, rankings, and risk profiles for investment decision-making.
- Data from 7 sources: Idealista, Fotocasa, AirDNA, Booking, Registradores de la Propiedad, INE, and Catastro
- Zone ranking engine with 6 weighted factors: price, yield, tourist demand, trend, infrastructure, and risk
- 11 monitored zones across the Costa Blanca with periodic indicator updates
- 3 risk profiles: conservative, balanced, and aggressive, with tailored recommendations
- Historical price per square metre, tourist occupancy, and transaction volume data
- Automatic alerts when a zone presents opportunities matching investor criteria
Deal Workflows
Complete pipelines for every type of real estate transaction, with step dependencies, role assignment, and automatic notifications from first contact to key handover.
- Buyer pipeline: 20 steps from initial qualification through notary signing to key handover
- Seller pipeline: 15 steps from property acquisition to sale completion
- Investor pipeline: specialised flow with yield analysis, due diligence, and tax structuring
- Smart dependencies: each step unlocks automatically when previous steps are completed
- Automatic email and WhatsApp notifications to agents, clients, and partners at each stage change
- Role assignment per step: agent, gestor, lawyer, notary, administrator
Gestoria Module
End-to-end management of administrative and legal procedures for international clients, with case tracking and integration with partner agencies.
- 6 service types: NIE application, tax registration, tourist licence, company formation, fiscal representation, and property administration
- Case management system with status tracking, required documents, and deadlines
- Integration with partner gestoria agencies for delegation and coordination of procedures
- Document requirement templates by client type (EU resident, non-resident, company)
- Complete procedure history per client with attached documents and internal notes
- Expiry alerts for NIE renewals, tourist licences, and fiscal obligations
Lead Scoring & Matching
An intelligent scoring system with 7 factors that automatically qualifies each lead and matches them with the most suitable properties using a 0-to-100 compatibility score.
- 7 scoring factors: lead source, budget, engagement level, preferred location, buyer profile, nationality, and seasonality
- Automatic property matching with a 0-to-100 compatibility score
- Smart alerts when a new listing matches the criteria of active leads
- Automatic lead prioritisation by score to optimise agent time
- Segmentation by nationality and cultural preferences to personalise communication
- Conversion dashboard by source, agent, and zone to optimise lead acquisition
Email & Campaigns
An email marketing engine built into the CRM with 40+ bilingual templates, automated drip campaigns, and automatic sending tied to workflow steps.
- 40+ bilingual templates (Spanish/English) for every stage of the real estate process
- SMTP/IMAP integration for sending and receiving directly from the CRM
- Drip campaigns with scheduled sequences and activation conditions
- Automatic email dispatch when advancing through deal workflow steps
- Open, click, and reply tracking with per-campaign metrics
- Dynamic personalisation with lead, property, and investor data
AML/KYC & GDPR
A complete compliance module ensuring adherence to Ley 10/2010 anti-money laundering regulations, FATF/EU screening, and GDPR data protection.
- Full compliance with Ley 10/2010 on the Prevention of Money Laundering and Terrorist Financing
- Automated screening against FATF and EU international sanctions lists
- Politically Exposed Persons (PEP) verification with periodic updates
- Full GDPR: export and deletion of personal data upon data subject request
- Differentiated document requirements by client type: resident individual, non-resident, and legal entity
- Audit log with full traceability of every verification and compliance decision
Investment Calculator
An advanced calculation engine with 24KB of formulas that models the complete profitability of a real estate investment, including taxes, mortgage, seasonal occupancy, and cashflow projections.
- Automatic property categorisation by type, zone, and yield profile
- Complete tax calculation: VAT (new builds), ITP (resales), AJD, and notary and registry fees
- Mortgage simulator with French amortisation tables, fixed, variable, and mixed rates
- Seasonal occupancy modelling based on real AirDNA and Booking data
- Cashflow projection at 1, 5, 10, and 15 years with optimistic, base, and pessimistic scenarios
- Net yield comparison across zones and investment types
Digital Signatures
Native integration with SignaturIT for sending, signing, and tracking contracts directly from the CRM, with eIDAS legal validity across the European Union.
- Full integration with SignaturIT for advanced electronic signatures
- eIDAS regulation compliant: signatures with legal validity across the EU
- Send contracts for signing directly from the deal record in the CRM
- Real-time signature status tracking via webhooks
- Configurable contract templates: deposit agreements, purchase contracts, rental agreements, sales mandates
- Automatic download of signed documents and storage in the client file
Ready to transform your agency?
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