Client and property CRM
Every client and property, one click away.
Clients, properties, viewings and offers are scattered across Excel, email and the agent's head. I build custom CRMs shaped around your agency's workflow.
Where spreadsheet-based client management hurts
In most agencies the bottleneck isn't listings — it's that nobody sees which client viewed which property in one place.
Client-property matching lives in someone's head
What they're looking for, what they viewed, what they liked — the agent keeps it in their head or a notebook. When they're out, context is lost.
Leads get lost in the pipeline
Enquiries from website, portals and phone are scattered. Nobody tracks who was called back, who's still waiting for an offer.
Viewings aren't organised
When, where, with whom — separate calendar, email, WhatsApp. One missed follow-up and you lose the client.
Offers and contracts are scattered
Offer in email, contract in a folder, commission in an invoice. Piecing together one client's full story takes minutes.
What an agency-built CRM actually does
I don't bend a generic CRM to fit real estate — I build the system around your agency's actual workflow.
Client and property records
Search criteria, viewed properties, preferences and communication on one timeline. Two clicks and you see the client's full story.
Lead management and tracking
Leads from website, portals and phone in one place. Status, assigned agent, next step — nothing falls through.
Viewing calendar and reminders
Schedule viewings, automatic reminders for client and agent. Follow-ups don't get missed.
Offer and contract tracking
Offers, acceptance, contract, commission — every step traceable. In a dispute, you have every detail in seconds.
Property status and listing management
For sale, for rent, sold, let — status visible per property. Listings and CRM data can stay in sync.
Team and role-based access
Agent, office manager, assistant — each sees different things. Client data is sensitive, access is precisely controlled.
What does it cost?
An MVP of an agency-tailored CRM is typically ready in a few weeks. It often costs less than 1-2 years of boxed agency software subscriptions — and at the end, you own the system.
Use the price configurator to describe what you need and get an instant ballpark estimate.