Property and Estate Agents
Property CRM that handles the full tenancy and sales lifecycle
Estate agents and letting agencies juggle sales pipelines, tenancy management, compliance documentation, and landlord relationships simultaneously. We build CRM systems that unify these workflows instead of fragmenting them.
Sector Challenges
Challenges property teams face with generic CRMs
Fragmented tools for sales and lettings
Most agencies run separate systems for sales and lettings, leading to duplicated contact records, inconsistent communication, and no single view of a landlord who both sells and lets through your agency.
Compliance documentation scattered
EPCs, gas safety certificates, deposit protection confirmations, and right-to-rent checks live in different folders and systems. Tracking expiry dates manually is a compliance accident waiting to happen.
Property Ombudsman requirements
TPO membership demands structured complaint handling, transparent fee disclosure, and record-keeping that generic CRMs do not support without extensive customisation.
What We Build
What a property CRM looks like
Sales and lettings pipeline
Unified pipelines for property sales and lettings with stage-specific workflows, automated milestone tracking, and cross-referencing between sales and rental portfolios.
Tenancy lifecycle management
Track tenancies from application through referencing, move-in, periodic inspections, renewal negotiations, and eventual check-out. Automated reminders at every stage.
Compliance document tracking
Centralised storage for EPCs, gas safety certificates, EICRs, and deposit protection confirmations. Automated expiry alerts and renewal workflows.
Automated viewing scheduling
Coordinate viewings across properties, agents, and applicants. Automated confirmation emails, feedback collection, and calendar integration.
Landlord portal
Give landlords secure access to property performance, tenancy updates, maintenance requests, and financial statements. Reduce inbound calls and build trust.
Maintenance request workflow
Structured maintenance request handling from tenant submission through contractor assignment, completion tracking, and landlord notification.
Regulatory Compliance
Built for TPO, TDS, Client Money Protection, and GDPR requirements
Property agencies operate under consumer protection, tenancy deposit, and client money regulations. Your CRM must keep you compliant across all of them.
The Property Ombudsman (TPO) requirements supported through structured complaint handling workflows, fee transparency records, and communication audit trails.
Tenancy Deposit Scheme (TDS) compliance with automated deposit registration tracking, prescribed information deadlines, and end-of-tenancy dispute documentation.
Client Money Protection scheme alignment with trust account reconciliation workflows, client money movement logging, and regulatory reporting support.
Property CRM
Ready to unify your sales and lettings workflows?
Book a free discovery call. We will discuss your property management challenges, compliance requirements, and whether a bespoke CRM is the right fit for your agency.
Book a Discovery Call