Process Management Software for Real Estate Professionals
Our process management tool puts standardized workflows for agencies of all sizes on autopilot.
Effortless Workflows With Our Process Management Software
Always the same routine: preparing notary appointments, requesting land register extracts, or sending birthday greetings…
Relieve yourself and your team by simply automating standard tasks. But how? The answer is simple: There are plenty of process management tools available, but only onOffice is integrated with your real estate software.
Automate your routine tasks with the Process Manager in onOffice enterprise and switch to autopilot!
The Benefits: Why Realtors Choose Our Process Manager
The digital assistant for automated workflows with onOffice enterprise.
More Efficiency, Less Effort
Experience significant relief with high service quality.
Stay Memorable
Automatically send small tokens of attention.
Flexible Configuration
Design processes according to your preferences.
For Companies of All Sizes
From one-man shows to international big players.
Real-World Success: Our Process Manager in Practice
See how modern real estate professionals use our automation tools to stay ahead of the competition.
Effortless Operations with Smart Automation
Our Process Manager allows you to design custom workflow blueprints once and let the software handle the heavy lifting. Using an intuitive flowchart designer, you can map out every step—from initial lead qualification to closing—including automated emails, task assignments, and decision-based triggers.
You decide how your workflows begin. Start processes manually with a single click or set “Auto-Start” triggers based on specific criteria—such as a new inquiry, a signed contract, or GDPR consent. Once triggered, your processes run reliably in the background while you focus on high-value tasks.
Elevate Your Real Estate Marketing
Use the Process Manager to perfect your After-Sales and Referral Marketing. Automatically check in with buyers six months after their move-in, or send personalized holiday and birthday greetings without lifting a finger. These small touches build lifelong loyalty—the Process Manager ensures you never miss a milestone.
Step-by-Step: Setting Up Your First Workflow Template
Digitalizing your workflows is straightforward. Here’s how to build your foundation:
1. Open Process Manager
Access the “Processes” icon in your sidebar. Here you can view active workflows, drafts, and templates.
2. Create a New Template
Click the arrow next to the “Plus” icon and select “New Process Template” to launch the visual Process Designer.
3. Configure Settings
Use the wrench icon to name your process, add a description, and assign responsible team members.
4. Design the Flow
Use the “Choose Process Step” dropdown to add actions (Emails, Tasks, Decisions). Use the pen icon to customize each step.
5. Go Live
Check the “Activate Process” box. Your workflow is now ready to be triggered manually or automatically by the system.
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Smart Workflows for Stress-Free Work
Our process management software is incredibly flexible, allowing every real estate company to streamline their routines.
Almost all work steps can be automated, which is a huge plus for us. The intensive use of the process manager ensures comprehensive automation of the entire workflow. Routine work is taken care of by the system. This leaves more time for customer relationships. An absolute win-win situation!
Alfred Laufenberg, Laufenberg-Immobilien GmbH
In which versions is it included?
The Process Manager is a core feature in our premium editions or can be added as an upgrade to other plans:
- onOffice enterprise premium
- onOffice enterprise expert
The Shortcut: Our Pre-Configured Process Packages
Want to automate your routines without starting from scratch? No problem! We have practical process packages for typical areas of responsibility: acquisition, data maintenance, lead management, or HR processes are all handled by the system. Our process packages are customized to fit your onOffice enterprise version.
FAQ
We answer frequently asked questions about our process management tool for real estate agents.
Our Process manager is a specialized automation engine within onOffice enterprise. It’s designed to eliminate manual repetitive work by standardizing your agency’s “best practices” into digital workflows. Once you define the steps, the system executes them automatically.
The possibilities are virtually limitless. Our Process Manager is designed to handle the heavy lifting of your daily routine, ensuring that no lead is dropped and no critical task is forgotten. By automating the “busy work,” you can focus on building relationships and closing deals.
Our clients typically leverage the Process Manager across four key areas:
- Lead & Enquiry Management: Instantly qualify incoming leads, automate property brochure delivery, and set up smart follow-up sequences to stay top-of-mind.
- Property Acquisition & Preparation: Streamline your “Onboarding-to-Market” pipeline. Manage document checklists, coordinate with energy consultants, and automate owner updates seamlessly.
- After-Sales & Client Retention: Turn one-time buyers into lifelong advocates. Automate notary workflows, move-in check-ins, and personalized anniversary or holiday greetings.
- Internal Operations & Compliance: Secure your agency with standardized routines for GDPR (Data Protection), AML (Anti-Money Laundering) checks, and onboarding new team members.
Automation begins with Process Templates. You can design these to trigger automatically or launch them manually when needed. To create a new blueprint, simply click the arrow icon next to the “Plus” symbol in the module. From there, you have full creative freedom to build your workflow. Once you’re happy with the configuration, hit “Activate” and your automation is live. For a detailed walkthrough, check our step-by-step guide above.
It depends on your plan. The Process Manager is fully included in the onOffice enterprise all-in and expert editions. For all other versions, it can be easily added as an optional upgrade to supercharge your workflow.
Yes! You can connect your favorite third-party apps using the “Webhook” step within your process. You have the flexibility to choose between “Marketplace-Linked” services or “Custom Configurations,” allowing you to build a truly bespoke digital ecosystem.
Absolutely. We provide a selection of Standard Templates to help you hit the ground running. You can use these as a foundation and customize them to fit your needs. If you’re short on time or want a high-end setup immediately, explore our Pro Process Packages – expertly crafted workflows ready for instant deployment.
Additional Features
Enquiry Manager
Respond to property inquiries around the clock.
Telephone Module
Integrate onOffice enterprise with your phone system to simplify call operations.
Automatic Brochure Dispatch
Automatically send suitable property brochures to interested parties.
All Features of Our Real Estate Software
Discover all the functionalities onOffice enterprise and see how they simplify your daily real estate business!
Any Questions?
