Go to main content
Certyneo
Business plan — Real estate

The software of your real estate agency, from sale to property management

Every sale, letting or managed property has its dossier: the people, the documents to gather, the deadlines to meet, the documents to sign and, for managed properties, the rents and their receipts. Your clients upload their documents from a link, with no account to create.

€149 excl. VAT / month / agency

Unlimited collaborators · 30-day trial · no commitment

Try 30 days freeSee what is included

What the Plan Métier Immobilier includes

One subscription per agency, for every negotiator, property manager and assistant. The price does not depend on the number of team members.

Four ready-made dossier types

Sale, letting, property management, tenant move-out: each dossier comes with its steps, roles and document list. You adapt the templates to your agency's practice.

Documents requested in one click

Seller, buyer, landlord, tenant, guarantor: each receives the list of expected documents and uploads them from a personal link, with no account. The tenant file sticks to the documents the law allows you to ask for.

Deadlines calculated and reminded

Buyer's cooling-off period, tenant's one- or three-month notice, deposit return at one or two months: deadlines are calculated, tracked and reminded 7 days before, 2 days before and on the day.

Rents and receipts

Fill in the lease once: rent instalments are created every month. You record the payments received, see late rents at a glance and send the receipt to the tenant in one click.

Client portal in your agency's colours

Your clients see how far their dossier has come, what they still have to provide and their documents to sign, on a page with your logo and colours.

Mandates, offers and leases signed online

Sale mandate, purchase offer, preliminary contract, lease, inventory: send them for electronic signature from the dossier, up to 1,000 requests a month.

Archives in the vault

Documents received and signed documents stay stored in your agency's vault, easy to find from one closed dossier to the next.

The whole team included

Negotiators, property managers, assistants: everyone accesses the agency's dossiers with their own account, at no extra cost per user.

How a dossier moves forward

  1. 1

    Open the dossier

    Pick the type (sale, letting, management, move-out) and add the people: the expected documents are assigned on their own.

  2. 2

    Request the documents

    Everyone gets their link and uploads their documents. The dossier ticks itself off as they arrive, and you send reminders in one click.

  3. 3

    Meet the deadlines

    Enter the starting date: cooling-off, notice or deposit return are calculated, and you are warned before the deadline.

  4. 4

    Track the rents

    For managed properties, every month has its instalment: record the payment, then send the receipt to the tenant.

What Certyneo does, and what it does not

The deed of sale is still signed at the notary's: Certyneo prepares and tracks everything around it. Rents are not collected by Certyneo: you record the payments you receive, and receipts go out from there.

One price per agency, the whole team included

Real Estate Business Plan

149 €excl. VAT / month / agency

30-day free trial, no commitment, cancel at any time.

  • Unlimited collaborators
  • Sale, letting, management and move-out dossiers
  • Rents, late payments and rent receipts
  • Up to 1,000 signature requests per month
  • Agency vault included
  • E-mail support
Try the Plan Métier Immobilier

Create an account in a minute, then activate your agency's space.

Already a Certyneo subscriber? Your subscription can move to the Business plan from your agency's space, with no second subscription.

Frequently asked questions

Does Certyneo collect the rents?
No. Rents keep arriving on the usual account. You record in the dossier the payments received, in full or in part; Certyneo tracks what is still owed, flags late payments and issues the receipt once the rent is paid in full.
Is the rent receipt compliant with French law?
It carries the details required by article 21 of the law of 6 July 1989: landlord, tenant, property, period, and the breakdown of rent and charges. It is issued free of charge, as a PDF, and the tenant receives it by e-mail with a link that stays valid.
Which deadlines are calculated automatically?
The buyer's ten-day cooling-off period, carried over to the next working day, the tenant's one- or three-month notice from receipt of the notice letter, and the return of the deposit one or two months after the keys are handed back. Other dates (mandate expiry, rent review, service charge reconciliation, end of lease) are entered and reminded the same way.
Do my clients need to create an account?
No. Sellers, buyers, landlords, tenants and guarantors receive a personal link by e-mail to upload their documents and sign, with no password.
Can I move my current subscription to the Business plan?
Yes. If your agency already has a Certyneo subscription, the owner of the workspace moves it to the Business plan from the activation screen: a single subscription, with the difference prorated.

Learn more

Open your agency's space

Thirty days to open your first dossiers, request documents, meet your deadlines and send your first receipts.

Try the Plan Métier Immobilier