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Private beta

The operating system for your sales team.Built for real estate.

Zonia is your estate agency's teammate on WhatsApp. Agents send it voice notes, photos and locations, and it reads their chats with owners. The CRM keeps itself up to date, and every follow-up runs on autopilot.

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In private beta with an agency in Barcelona.

How it works

  1. 01

    You send it

    A 40-second voice note on the way out of a building, like you'd send a colleague.

  2. 02

    Zonia files it

    Building, flat, source and a reminder, without a single form.

  3. 03

    You approve

    Messages to owners wait for you, and you send them from your number.

  4. 04

    Anyone asks

    Your team gets what the agency knows, as far as their role allows.

01Capture

No forms. Tell it like you'd tell a colleague.

Voice notes, photos and locations from the street become building and flat records, with their history and the people involved. The spreadsheets each agent keeps today are imported on day one.

Voice note, 0:40
Zonia
Sants 142, 3rd 2nd: owner found, 84 m². The doorman told you. Remind you in two weeks?
Yes
Zonia
Done. Reminder on 22 Nov.

02Memory

Ask what the agency knows.

Anyone can ask about a flat and gets the answer their role allows, with where it came from. Zonia is the agency's brain: it remembers every building, every owner and every conversation, even after whoever learned it has left.

What do we know about Mallorca 42, 3rd 2nd?
Zonia
Marta has worked it since 3 Nov. The owner, Rosa Puig, wants to sell before summer. She said it on the call on 6 Nov.

Sources

  • Marta's voice note, 3 Nov
  • Call with Rosa Puig, 6 Nov

03ValuationComing

The best proposal, backed by data.

Zonia checks every record against the land registry (Catastro) and property valuation services. You walk into the visit with the area, the year built, comparables and a price you can defend: the best proposal for the owner and for the agency.

Catastro

Cadastral reference
0723405DF2802D0012QY
Built area
84 m²
Year built
1962
Floor
3rd

Valuation

Estimated value
268.000 €
Range
255.000 – 281.000 €
Area average
3.393 €/m²
Proposed asking price
279.000 €

04LeadsComing

Owners who come to you.

Zonia connects to lead generation platforms: owners who want to sell are referred to your agency automatically, checked against what you already know about the building and assigned to the right agent.

Owners who want to sell

  • Wants a valuation of a flat at Sants 210
    5 min ago
    Valuation portal·Assigned to Marta
  • Penthouse in Hostafrancs, selling in three months
    1 h ago
    Agency website·Assigned to Laia
  • Asks for a valuation at Pujades 9
    yesterday
    Google·Already in your memory: 2 visits

05OpportunitiesComing

Every opportunity, from valuation to signature.

Zonia tracks everything that happens in an opportunity: valuation, notes, documents and digital signature. You always know what's missing, and nothing is left on paper or on the office server.

Mallorca 42, 3.º 2.ª

  • Valuation
    Sent
    Sent to the owner on 8 Nov
  • Notes
    8
    6 visit notes and 2 calls
  • Listing agreement
    Signed
    Signed digitally on 9 Nov
  • Land registry extract
    Received
    Received by email
  • Energy certificate
    Missing
    The owner has to send it
  • Deposit contract
    Pending
    Signed digitally once there's a buyer

06StrategyComing

Your strategy, run every day.

The agency's strategy is set in Zonia, and Zonia runs it: briefs, tasks, reminders, routines and tailored replies for every owner. Each agent knows what's next today, and the agency sees how it's tracking toward its goals.

Brief for Marta

  • Reply to Jordi about his valuation
    before 12:00
    Owner lead from the office·Draft ready
  • Valuation at Pujades 9, 3rd 1st
    17:00
    Last visit 12 Oct·History ready
  • Three buildings on Carrer de Sants
    31 days
    No visit this month·Playbook: monthly visit

07Who gains

Everyone at the agency gets time back.

  • The agency

    A written, measurable strategy, knowledge that stays put and more listings with the same team.

  • Agents

    Less admin, a clear list for each day, no forgotten follow-up and the story of every building before every visit.

  • Coordination and sales

    Answers on the spot without depending on anyone, and the agency's information from anywhere.

08Principles

The agent owns the relationship.

  • Nothing reaches an owner without you

    Zonia drafts, the agent sends. The only exception is a closed list of logistics replies, which each agent turns on or off.

  • The knowledge is the agency's

    Shared records and business numbers: when an agent leaves, their buildings and contacts stay.

  • One brief, not ten pings

    It interrupts only for what is worth it and expires, with a daily limit and nothing out of hours.

  • Every answer has a source

    What Zonia says points to the voice note, call or visit it came from. When it isn't sure, it asks.

  • About properties, not people

    Zonia works on buildings and what your team knows about them. It is not a database of private individuals.

  • Your playbook, your stages

    Each agency names its own stages and their order. Tasks, boards and the assistant follow them.

09Questions

What agencies ask first.

Give your agency a memory.

Zonia is in private beta. Create an account if you have an invitation, or ask us for one.

Get startedRequest access