A feature list says little — everyone writes “CRM, portals, AI”. Ask these 15 questions at every demo. Our answer is next to each one, so you have something to compare with.
Why it matters: Changing systems two years in costs more than any subscription.
OptiEstate: Yes. Starter is €15 a month for one agent, and the same system goes to 100 and beyond — only the plan changes.
From 1 to 100 agentsWhy it matters: A “from” price tells you nothing — ask for your size.
OptiEstate: 10 agents — €220 a month excluding VAT on Core; 50 — €1,100; 100 — €2,200. There is no setup fee.
The price tableWhy it matters: Limits show up exactly when you grow.
OptiEstate: Not on Core or Pro. Starter is for one office and up to 3 agents.
Why it matters: That is when you find out whether the clients belong to the agency.
OptiEstate: They stay with the agency. The agent’s access stops at once, and the clients move to a colleague together with their listings, searches and the whole history.
The agency’s dataWhy it matters: One delete can cost a deal.
OptiEstate: Only with a right that is off by default. Deposited and sold listings can’t be deleted at all, and without the right an agent can only request a deletion.
Why it matters: An agent shouldn’t see everything — a manager should.
OptiEstate: An agent sees their own, a manager their team, the owner everything. There are 270 permissions, by role and one by one.
Why it matters: An enquiry that waits an hour has already gone cold.
OptiEstate: Manually or automatically in turn — online agents first and 10 minutes to accept, otherwise it moves to a colleague. It distributes at night too.
Why it matters: Without them you manage by gut feeling.
OptiEstate: A table for each: listings, searches, viewings, meetings, calls, lost deals with a reason and success rate. Plus team goals that count themselves from those records.
Team goalsWhy it matters: Uploading to five portals by hand eats hours every week.
OptiEstate: To 10 portals and the OptiShare network with one click. Changes and taking a listing down when it sells go out on their own too.
IntegrationsWhy it matters: The buyer you forget buys from a competitor.
OptiEstate: Yes. Every new listing is compared with saved searches and the agent is notified. With Pro, also with other agencies’ searches in OptiShare.
Why it matters: A separate site means entering everything twice and things drifting apart.
OptiEstate: Yes, as an add-on with no monthly fee — you pay once for the design. A change in the system shows on the site right away.
The websiteWhy it matters: “With AI” is written everywhere — ask what exactly.
OptiEstate: Listing descriptions and translations, furnishing empty rooms in photos, voice input, a chatbot for the site and a connection to Claude, ChatGPT and other assistants through 79 tools.
AI featuresWhy it matters: An agent spends more time out in the field than in the office.
OptiEstate: Yes. It installs as an app straight from the browser, with notifications, and lists turn into handy cards.
Why it matters: The client database is the agency’s most valuable asset.
OptiEstate: Two-factor sign-in, passkeys, locking to the office’s IP addresses and one device per person.
SecurityWhy it matters: Moving the data is often the hidden cost.
OptiEstate: Free — we move the listings, clients and ads over for you, with no setup fee.
Bring the list to the demo — we will go through all 15 questions with your data and your way of working. Half an hour.
