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Customer relationship platform for property sales and leasing teams.
01 / Product walkthrough
The CRM centralises leads, contacts, property interests, follow-ups, and pipeline reporting so teams can manage every opportunity consistently.
Explore the workspaces, everyday actions, and reporting behind this solution. Each module below explains what your team can manage and how the work connects.
02 / Features & functionality
Capture enquiries from property portals and campaigns into the sales workspace.
Enquiry intake. Capture the source, contact information, property reference, and initial interest from each channel.
Agent ownership. Assign the enquiry to a representative and create the next follow-up action so new leads do not remain unattended.
Identify duplicate contacts so agents work from a consistent customer record.
Duplicate review. Identify contacts that appear to represent the same person across different enquiries or channels.
Relationship continuity. Preserve relevant conversation and property-interest history when consolidating duplicate contact information.
Record location, budget, and property preferences against each opportunity.
Buyer requirements. Record preferred locations, budget, property types, intended use, and buying or renting timelines.
Relevant matching. Use the recorded preferences when selecting properties to discuss or arrange for a viewing.
Track opportunities from qualification through viewings, offers, negotiation, and closing.
Opportunity progression. Follow New, Contacted, Qualified, Viewing, Offer, Negotiation, and Won or Lost stages with a responsible agent and next action.
Stage context. Record viewing feedback, offer terms, expected closing dates, and reasons for a lost opportunity so managers can understand progress.
Organise viewing appointments and next actions with clear agent ownership.
Viewing appointments. Connect the interested customer, property, agent, and agreed time in one schedule.
Next actions. Create follow-up tasks after a viewing to capture feedback and discuss the next property or offer.
Use reminders and nurture workflows to keep outstanding opportunities moving.
Follow-up rules. Organise reminders around the opportunity's stage, last contact, and planned next action.
Agent review. Keep overdue conversations visible and stop or update reminders when the opportunity's status changes.
Keep email and call activity together so agents can understand previous conversations.
Conversation history. Keep calls, messages, email activity, and notes against the contact or opportunity.
Handover context. Let a new agent review the latest discussion and commitments before contacting the same prospect.
Review conversion, response times, and agent performance across the sales pipeline.
Pipeline overview. Review enquiries, viewings, offers, and closed opportunities by agent and period.
Performance reports. Compare lead sources, response activity, conversion, and lost reasons to identify where sales support is needed.
03 / From start to finish
A property sales CRM that turns enquiries into organised opportunities with clear ownership, follow-up, and pipeline intelligence.
Portal, website, referrals, calls, campaigns
Contacts, interests, tasks, pipeline
Routing, reminders, nurture, activity capture
Forecasts, conversion, response, attribution
Each stage connects the people, information, and actions needed for the next step.
Validation, deduplication, consent records, and ownership rules keep the CRM reliable.
Role-based dashboards expose pipeline health without leaking sensitive client data.
Your next project starts here
Let’s turn your requirements into a clear, practical solution for your business.