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- Sale, rent or both; draft, available, reserved, sold, rented and withdrawn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.