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chrismachts

Fiduciary & Real Estate

Trust online, paperwork on autopilot.

For fiduciaries, insurance, property management and real estate. Your website looks professional, templates fill themselves, and enquiries arrive in order. We take the digital side off your hands, so you have more time for clients and mandates.

Book a call

Free · no obligation · no rush

In short

chrismachts builds websites, document templates and forms that sort enquiries automatically, for fiduciaries, property managers and real estate firms in Eastern Switzerland. The price depends on what you need: a single template costs much less than a website with forms and workflows. We agree the fixed price with you.

«The same documents, by hand, every week.»

Fiduciary & Real Estate

Does this sound familiar?

  • Every week, I adapt the same letter by hand.

  • Enquiries come by email, phone and form, and nobody has the overview.

  • Our website looks like it did ten years ago, and new clients notice.

It doesn't have to be this way.

Websites for fiduciary and real estate firms with forms.

The recommended package for your office.

You start with a website that builds trust. We weigh up with you which templates and processes pay off next. We agree the fixed price with you based on effort, and your data stays in your accounts.

Website with enquiry form

Recommended

from CHF990

Fixed price based on effort

  • Your services clearly explained
  • We write the copy with you
  • Enquiry form, Google profile and review requests
  • Features from our toolkit, if they help you
  • A walkthrough so you can update it yourself
  • Live in a few weeks
Book a call

Free · no obligation · no rush

Add if you need it

  • Document templates for quotes and contracts
  • Secure upload for client documents
  • Checklist for the tax return
  • Property pages with application form
  • Damage reports via form
  • Minutes from a template
  • Deadline reminders for your clients
  • Newsletter on new rules
  • Processes that run by themselves

We talk through with you what fits. If something costs extra, it's in the quote first.

Live demo

From form to finished document.

Here's how our demo works. A prospective tenant applies for a flat through your website. Her details automatically create the confirmation, and the documents land in the right folder. All you do is check and approve. It works the same way with quotes, mandate agreements and minutes. We'll show you the demo live on a call.

Bringing order to your enquiries.

  1. 01

    Call, free and unhurried

    You tell us which documents and enquiries cost you the most time.

  2. 02

    A quote, if you want one

    With a fixed price and a clear scope. Nothing costs more without your OK.

  3. 03

    Templates and website

    We set up your documents cleanly and build the website. You see every stage via a test link.

  4. 04

    Live, with a walkthrough

    Once everything fits, it goes live. In the walkthrough, we show you how to adjust the templates yourself. We look together at what pays off next.

Guides on this

Questions from Fiduciary & Real Estate

How secure is my data, and my clients' data?
Your data stays in your accounts. Where possible, we choose providers with servers in Switzerland or the EU. For AI, we only use providers that are contractually bound not to train on your data.
Will it work with the accounting software in my office?
With common programs like bexio or Abacus, often yes, via their interfaces. We check this before the quote.
Can I keep using the templates in Word?
Yes. The templates can be filled in Word or as a PDF and are laid out in your brand design. You can adjust them yourself at any time. If you need a hand with that, just get in touch.
Can properties appear directly on the website?
Yes. You manage properties yourself in a list with pictures, floor plans and an application form. If you already use property software, we check the connection.

Call · free · no rush

Give us your toughest document.

We'll go through it together, no rush. You show us what you write by hand every week, and we tell you what can be automated. You get a fixed-price quote on request.

Evenings are for you.

hallo@chrismachts.ch

Rather start with a free website check?

Book a call

Book a call