Can Claude connect to VaultRE?
Yes. VaultRE doesn't have an official Claude connector yet, but Helm connects it for you, securely and with only the access you approve.
What is VaultRE?
VaultRE is Australian real estate CRM software used by sales and property management teams to manage contacts, listings, enquiries, appraisals and marketing.
Visit VaultREWhat Claude can do with VaultRE
Read or update, depending on your setup
- Create enquiries from emails or call notes for review
- Summarise new enquiries and who needs a follow-up
- Match buyer enquiries to current listings
- Summarise contact history before a call
- Prepare appraisal follow-up lists
Who uses it
Sales agents
Ask Claude to log enquiries from emails and remind them who to call.
Property managers
Have Claude log rental enquiries and appraisal requests.
Administrators
Use Claude to keep enquiries tidy and correctly assigned.
What your team can ask Claude
“Create an enquiry for Jordan Lee, who's interested in a two bedroom rental, using the details below.”
“Log this buyer enquiry about 9 Smith Street from the email below.”
“Create an appraisal enquiry for this owner thinking about selling.”
“Which enquiries from this week haven't been followed up?”
“Summarise my history with this contact before I call them.”
How it connects
There's no official Claude connector for VaultRE yet. Helm connects it using the method that suits your setup, whether that's a secure custom connector we build and host, or an AI agent that works inside VaultRE with your team's approval. We'll recommend the right one on a 30-minute call.
Looking after your VaultRE data
VaultRE holds buyer, seller and tenant contact details, so Helm limits Claude to the enquiries and contacts your team handles and has a person check new records.
- Only the access you approve.
- Everything stays in your own accounts.
- On Claude's business plans, your data isn't used to train AI models.
Want to learn how to connect VaultRE?
Book a 30-minute intro call and we'll show you how Claude can work with VaultRE in your business.
Questions about Claude and VaultRE
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