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Estate agent software

Estate agent software that runs the whole office

From the first call with an owner to the signed sale, Estate CRM keeps your agents, listings and clients on the same page, and shows you how the office is doing.

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From €30 per user a month, billed yearly, excluding VAT.

One system instead of five

Many agencies keep listings in one spreadsheet, clients in another, viewings in a paper diary and offers in e-mails. Estate CRM replaces them with one system the whole team shares, with roles that decide who sees what.

A day with Estate CRM

  • The dashboard shows today’s viewings, overdue tasks and new leads
  • A new enquiry arrives and goes to the right agent with a “reply” task
  • The agent sends the client’s best matches in two clicks
  • At the viewing the client signs the form on the agent’s phone
  • The offer moves along the deal pipeline, and the commission split is recorded
  • The owner receives a report of viewings and feedback on their property

Your data, safe and in the EU

Data is stored in the European Union, each agency’s records are kept apart in the database itself, and changes to listings and contacts are recorded with old and new values. Two-step sign-in can be required for the whole office.

See it in the app

  • Signed viewing forms

    Signed viewing forms in Estate CRM: the client signs on a phone which listings you introduced, and the PDF is stored with the client.

  • Deals & commission

    Deals in Estate CRM: a pipeline board with your own stages, commission as a percentage or fixed fee, probability and won and lost deals.

  • Reports & targets

    Reports in Estate CRM: commission, win rate, pipeline, lead sources, reply times, targets per agent and a report builder with CSV export.

  • Team, security & data

    Team and security in Estate CRM: roles, two-step sign-in, data separated per agency, a change log and an export of all your data.

  • Import

    Import in Estate CRM: contacts and listings from CSV or Excel, with column mapping, a dry run and an error file.

  • SMS & WhatsApp

    SMS and WhatsApp in Estate CRM: texts through your own smscy.com account, WhatsApp in one tap and AI drafts, all logged on the timeline.

Questions

Is it suitable for a small agency?

Yes. You pay per user, so a one- or two-person agency pays for one or two users. Starter covers smaller agencies, Professional adds portal feeds, the website API and new-build projects.

Can agents see only their own clients?

Yes. Roles decide it: owner, manager, agent and assistant. Agents can be limited to the contacts assigned to them.

See it with your own listings

Book a short demo: we show you the app with listings like yours, answer your questions and help you bring your data across.

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