# From contact form to deal — without retyping > How a broker turns website enquiries into a contact and a deal in one step — with proof of consent, the linked property and the commission. With screenshots. Canonical: https://capitality.io/geschichten/anfrage-zum-deal · German version: https://capitality.io/geschichten/anfrage-zum-deal.de.md · All stories: https://capitality.io/geschichten.md Source: generated from `apps/landing/src/app/content/stories/anfrage-zum-deal.json` by `apps/landing/scripts/build-story-twins.mjs` — do not edit by hand. Updated: 2026-09-27. The people and brokerages in our stories are fictional; the workflows are typical of brokerages in Germany. The screenshots come from the product, captured with sample data. **Lea Brandt** (Fictional person) — Broker, Veedelwerk Immobilien, Köln-Ehrenfeld. Eight years in residential resale in Ehrenfeld, Nippes and Sülz. Works in an office of four. Loves viewings, hates copy and paste. Lea Brandt sells apartments in Cologne-Ehrenfeld. On Mondays, twenty enquiries are waiting for her. It used to mean copy, paste, search, link. Now a single dialog turns each enquiry into a deal — with buyer, property and proof of consent. ## In short - Enquiries from the website form arrive in the inbox with proof of consent: time, wording, form version. - “Deal anlegen” (create deal) takes over contact and message; you link the property or listing with one search. - The deal then appears on the property and on the contact — nobody has to enter it there again. ## The situation: Every enquiry gets typed in three times: into the CRM, the pipeline and a note. Veedelwerk Immobilien markets around twenty apartments at a time. Every new listing brings enquiries: through the website's contact form, by email, on the phone. Lea used to carry each one over by hand — name, email and phone into the CRM, a record in the pipeline, the enquiry text as a note, plus the link to the right property. That costs more than time. When two colleagues pick up the same enquiry, the prospect gets two answers — or none. Which enquiry belongs to which apartment? Who called back? And when a prospect asks where the office got their data, Lea digs through her inbox for a form submission from three weeks ago. Lea didn't want new software; she wanted fewer clicks. With the first click, an enquiry should become what it is: a possible sale of a specific property. ## How it works in Capitality Five images, one case: through the website form, Klaus Wagner asks about the three-room apartment on Körnerstraße. ### Step 01 — The enquiry arrives — with proof The form on the website sends the enquiry straight to the inbox. Next to name, email, phone and message, it shows when Klaus Wagner agreed to which consent and which privacy notice was linked at the time. ![Enquiry from Klaus Wagner in the inbox: the submitted fields and the consent with time, form version and linked privacy notice.](https://capitality.io/geschichten/anfrage-zum-deal/01-anfrage-mit-einwilligung-large.webp) ### Step 02 — One click: “Deal anlegen” The dialog is already filled in: Klaus Wagner as the buyer, his message as the note, the sales board and the first stage. Lea doesn't retype a thing. ![The “Neuer Deal” (new deal) dialog prefilled with title, the “Verkaufspipeline” board, the “Erstkontakt” stage, Klaus Wagner as buyer and the enquiry text as note.](https://capitality.io/geschichten/anfrage-zum-deal/02-deal-anlegen-vorbefuellt-large.webp) ### Step 03 — Find the property without searching One search box for every record: Lea types the street name, and Capitality shows properties, units and listings, grouped by kind. Enter takes the first hit. ![Search for “Körner” in the deal dialog: hits grouped into properties and units, above them filters for people, companies, properties, units and listings.](https://capitality.io/geschichten/anfrage-zum-deal/03-objekt-suchen-large.webp) ### Step 04 — Buyer, listing, property — linked in one step Lea picks the listing; the property it belongs to comes along automatically. The title is built from property and buyer. She enters the expected commission herself: 3.57 % including VAT from each side of a 489,000 € sale. ![New deal with three linked records: Klaus Wagner as buyer, the listing and its property; expected commission 34,915 euros.](https://capitality.io/geschichten/anfrage-zum-deal/04-kaeufer-inserat-objekt-large.webp) ### Step 05 — Done — and visible everywhere The enquiry is marked as processed and Klaus Wagner saved as a contact. The deal sits in the pipeline and shows up on the property, the listing and the contact. Had the email address been known already, Capitality would have linked the enquiry to the existing contact instead of creating a duplicate. ![Enquiry with the status “Verarbeitet” (processed), the saved contact Klaus Wagner and the message that the deal was created, with a link to open it.](https://capitality.io/geschichten/anfrage-zum-deal/05-anfrage-verarbeitet-large.webp) ## What of this is in the product today The story shows only what is in the product today. Anything next to it that is in build or planned is marked as such — with the same marks as on the brokerage page. Legend: ✓ in the product today · → in build · ○ planned - ✓ Website form and inquiry inbox - ✓ Contacts and companies with consent history (double opt-in) - ✓ Deal pipeline (Kanban) with commission in EUR and pipeline value - → Portal inquiries straight into the pipeline - → E-mail replies on the contact ## The short version for your team 1. Create a website form under Einstellungen → Eingang (Settings → Inbound) and paste the snippet into your own website. 2. Open new enquiries in the inbox; consent and message sit right on the record. 3. Choose “Deal anlegen” — contact, note, board and stage are prefilled. 4. Link the property or listing through the search, set roles and the expected commission. 5. Create the deal. The enquiry is done; the deal hangs on the property and the contact. ## Frequently asked questions **How do I document consent from the contact form?** If you ask for consent before contacting someone, you must be able to demonstrate it (Art. 7(1) GDPR). For every enquiry, Capitality stores the wording of the consent, the time, the form version and the linked privacy notice — right on the inbound record. **What happens if the prospect already exists as a contact?** If Capitality knows the email address, the enquiry is linked to the existing person. No duplicates are created, and the contact's history stays in one place. **Can I embed the form in my existing website?** Yes. Capitality hosts the form, and a snippet embeds it on any website. You set the fields, texts, allowed websites and the privacy-notice link in the settings. **Do enquiries from ImmoScout24 and other portals arrive too?** Not automatically yet: portal enquiries flowing straight into the pipeline are in build. Today, enquiries reach the inbox through the website form. **Why 3.57 % commission from each side?** In Germany, if a broker takes a fee from both seller and buyer of an apartment or single-family home, both must commit to the same amount when the buyer is a consumer (§ 656c BGB). 3.57 % is 3 % plus 19 % VAT; the rate itself is negotiable. ## Legal basis and sources - [Art. 7 GDPR — Conditions for consent](https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32016R0679) - [§ 656c BGB — Fee claim when acting for both parties (German)](https://www.gesetze-im-internet.de/bgb/__656c.html) This is not legal advice. The statutory text in its current version is authoritative. ## More stories - [The GwG check: who checked what, and when?](https://capitality.io/geschichten/gwg-pruefung-makler) — The records live in binders, inboxes and heads — until the supervisor asks. - [Mandatory disclosures in the exposé — checked before it goes out](https://capitality.io/geschichten/expose-pflichtangaben) — One missing energy certificate detail is enough for a cease-and-desist letter. ## What story would your office tell? 30 minutes on your own stock: enquiry, deal, exposé check, GwG check — on your properties instead of our sample data. We reply the same business day. One to three design-partner seats for brokerages in the DACH region: a direct line to the product team, your order decides what gets built. Contact: the “Demo on your stock” and “Become a design partner” buttons on https://capitality.io/immobilienvertrieb open an e-mail to us (we reply the same business day).