Keep every sales opportunity moving.
From first enquiry to exchange and completion, manage applicants, viewings, offers and progression in one connected workflow — helping the whole team see the next action.
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.
Sales Progression
Active pipeline
Capture and manage enquiries in one inbox
Capture enquiries from portals and your website in one place, assign instantly and follow up faster with clear next actions that keep every lead moving.
Inbox
Sarah Mitchell
Enquiry from Rightmove
Activity Timeline
Enquiry received
5 mins ago
Auto-assigned to Sarah Jones
5 mins ago
Next action: Call within 1 hour
Due in 55 mins
Next Action Required
Call applicant to discuss requirements within 1 hour
All enquiries in one inbox
All sources in one place
Automatic assignment and follow ups
Never miss a lead
Complete applicant history
See every interaction in one view
Match applicants to properties in seconds
Match applicants based on requirements, see the best opportunities instantly and track engagement in one CRM built for UK sales teams.
Search Filters
3 matching properties
£495,000
15 Oak Avenue
SW1 2AA
£520,000
42 Maple Street
W1 4RL
£510,000
23 Church Lane
N1 7GU
Manage viewings and follow ups in one calendar
Book viewings, capture feedback and track follow ups in one shared calendar that keeps every appointment organised and moving forward.
This week's viewings
Mon
Dec 15
Tue
Dec 16
Wed
Dec 17
Thu
Dec 18
Fri
Dec 19
Viewing Details
42 Maple St
Tue, Dec 16 at 14:00
Client: J. Thompson
Feedback Captured
Wants second viewing with partner
Follow-up Required
Client requested second viewing - action needed
12
Viewing requests
Awaiting scheduling
8/10
Feedback captured
Completion rate
3
Follow up prompts
Action needed
Track sales progression, chains and delays before they stall
Monitor every stage of the sale, key dates and chain dependencies in one CRM with clear alerts when progress slows.
Offer
1SSTC
2Searches
1Exchange
1Completion
0Generate property documents automatically from your CRM
Create Memorandum of Sale documents directly from your CRM with property and client details filled automatically so your team can produce documents faster with no manual input.
Memorandum of Sale
Property Address
15 Oak Avenue
SW1 2AA
Sale Price
£495,000
Buyer Details
Sarah Mitchell
s.mitchell@email.com
Vendor Details
John Smith
j.smith@email.com
Property Record
Available Buyers
Document Features
Estate agent CRM connecting sales lettings marketing and finance
Manage sales lettings marketing and finance from one CRM where every property contact and document is shared across your entire agency with no exporting or duplicate data.
Connected Modules
Core CRM
Single Source of Truth
Applicant Records
Viewing History
Offers & Deals
Property Data
Documents
Select a module to see which CRM data it accesses
Product availability, configuration and connected services vary by package. Your proposal confirms the products, integrations and implementation scope included for your agency.