Your agency's command centre.
Give your team one connected place to manage properties, people, tasks, diaries, documents and activity — then build sales, lettings, finance and digital tools around the same core records.
Illustrative example. Available fields, workflows and connected services vary by package and configuration.
Product availability, configuration and connected services vary by package. Your proposal confirms the products, integrations and implementation scope included for your agency.
The central system for your entire agency
This CRM acts as the foundation of your agency. Every property, contact, task and document is stored once and used across sales, lettings, finance and marketing. No duplication. Just one connected platform built for how UK agencies operate.
One central database across your entire agency
Every team working from the same live data
Full activity history across properties and contacts
Built specifically for UK estate agency workflows
Property
14 Maple Street
ActiveContact
John Smith
BuyerTask
Viewing booked
Today 14:00Document
Memorandum of sale
SignedCore CRM
Central system
Manage every property contact and document in one system
All your records structured once and used everywhere across your agency.
Properties
Every listing, status and price change tracked in one place
Applicants & Buyers
Requirements, viewings and matches all linked to the right properties
Vendors & Landlords
Full ownership history, portfolios and communication records
Tenants
Tenancy lifecycle, payments and history in one timeline
Contractors
Maintenance jobs, availability and service history tracked
Documents
Every file stored once and automatically linked to records
Track every client interaction in one timeline
Every call, email, viewing and update is captured automatically, giving your team full visibility across every client and property.
Captured automatically:
Called about property enquiry
See how every interaction is tracked automatically →
Workflows tasks and reminders that keep your agency moving
Keep your team aligned with tasks, reminders and workflow stages linked directly to properties, contacts and activity.
Tasks and reminders linked to properties and contacts
Diary, viewings and scheduling in one system
Follow-ups tracked across every client interaction
Workflow stages built for real estate agency processes
New
Task stage
In Progress
Task stage
Review
Task stage
Complete
Task stage
Control access across your entire agency
Manage who can view and edit properties, contacts, finances and documents without splitting systems or duplicating data.
Every team works from the same live data, with access levels tailored to their role.
Data Access View
One system powering every part of your agency
Sales, lettings, finance and marketing all run from the same data with no exporting, syncing or re entering information.
Core CRM
Sales
Lettings
Finance
Marketing
Portals
Integrations
Built for agencies at every stage
This CRM adapts to how your agency operates across sales, lettings and fully connected models.
Sales agencies
Pipeline management, applicant matching and sales progression in one system
Lettings agencies
Tenancy workflows, compliance tracking and property management tools
Integrated sales and lettings agencies
Sales, lettings and finance working together in one connected CRM
Product availability, configuration and connected services vary by package. Your proposal confirms the products, integrations and implementation scope included for your agency.