Features

Everything an agency needs, nothing it has to work around

A detailed list of what Estate CRM does today. Where something is still on its way, we say so.

Listings

Your stock, complete and easy to find.

  • Sale, rent or both; draft, available, reserved, sold, rented and withdrawn
  • Cyprus and Greece fields: title deed status, energy class, VAT (+ VAT, included, none), communal fees, construction status (resale, new, key ready, under construction, off plan)
  • Covered, plot and veranda area, floor, bedrooms, bathrooms, parking, furnishing and features
  • Titles and descriptions per language (English, Greek, Russian)
  • Up to 60 photos per listing (by plan), drag to order, automatic web sizes; floor plans; optional watermark with your logo
  • Search by reference, address or place name in either language; filters shared between the list and the map
  • Map view of the whole portfolio
  • Price history from the change log
  • Exclusive or open listing agreements with dates, commission and the signed copy; reminders 30 and 7 days before they end
  • Your own custom fields for listings and contacts

Contacts & matching

Know what every client wants, and tell them the moment it comes up.

  • Buyers, sellers, tenants and landlords with several e-mails and phones, language, lead source, labels and GDPR consent date
  • Requirements: sale or rent, price range, types, areas (including everything inside them), bedrooms, size and must-haves
  • Matching runs on every save; each match gets a 0–100 score and the matches inbox shows what is waiting
  • Send matches by e-mail with a link to a share page in the client’s language
  • Automatic match alerts per client — instantly or once a day — with an unsubscribe link in every e-mail
  • Price-drop e-mails to clients who were sent or liked a listing
  • Merge duplicate contacts, keeping everything from both
  • Agents can be limited to their own contacts

Viewings, calendar & follow-up

Nothing slips, and everyone can see what happened.

  • Viewings, calls, meetings, tasks and notes, with reminders
  • Shared calendar; subscribe from any calendar app, or connect Google Calendar both ways
  • Viewing outcomes update the client’s match
  • Signed viewing forms: the client signs on a phone (or by a link) which listings you introduced; the PDF is stored
  • A timeline per client, listing and deal — calls, messages, e-mails, changes
  • Dashboard with today’s work, overdue items and new matches

Deals & reports

See the pipeline and the commission it carries.

  • Deal board with your own pipelines and stages, win probability and a next-steps checklist per stage
  • Commission as a percentage or a fixed fee, split between agents and outside partners
  • Monthly targets per agent: commission, deals won, new listings, viewings
  • Reports: new listings and contacts, viewings, deals won and lost, win rate, commission, leads by source, reply times; a report builder and CSV export
  • Owner reports and multi-listing proposal PDFs

Leads & enquiries

Every enquiry answered by the right person, fast.

  • Enquiries from share pages, your website and portal e-mails become contacts with a “reply” task
  • Each agency gets its own address for portal lead e-mails
  • Routing rules: the client’s own agent, the listing’s agent, by source, sale or rent, or language, or taking turns
  • Reply-time reports per agent and per source
  • Optional Telegram alerts for new enquiries and reminders

Brochures, share pages & feeds

Put listings in front of clients and portals.

  • PDF brochures (full or one page) in English or Greek, with your branding
  • Share pages that preview well in WhatsApp and Facebook, show an approximate location and count views
  • Website API with per-agency keys, for your own website
  • XML feeds: Kyero and Estate CRM
  • On the way Bazaraki, home.cy, Spitogatos and XE.gr feeds — each is added once the portal provides its specification

SMS, WhatsApp & AI

Talk to clients from where their details already are.

  • SMS through your agency’s own dash.smscy.com account (your credits, your sender name)
  • WhatsApp and calls in one tap; everything logged on the timeline
  • AI drafts for listing descriptions, translations (English, Greek, Russian) and client messages; only public listing facts are sent, you review before saving

Team, security & data

Safe for a multi-agent office, and for your clients’ data.

  • Roles: owner, manager, agent, assistant — checked on the server, not just hidden in the screen
  • Two-step sign-in with an authenticator app; owners can require it for the whole agency
  • Every agency’s data separated in the database itself (row-level security)
  • Change log with old and new values on listings, contacts and requirements
  • Hosted in the EU; encrypted connections; secrets stored encrypted
  • Import from CSV or Excel with column mapping, a dry run and an error file

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.