Contacts & matching

Clients, what they are looking for, and the listings that fit.

How to add contacts and record what buyers want

Add buyers, sellers, tenants and landlords to Estate CRM, record what each client is looking for and see matching listings appear automatically.
How property matching works for buyers and tenants

Learn how Estate CRM matches listings to your buyers' and tenants' requirements, how the match score works and how to send matches to clients.
How to e-mail new listings and price drops to clients

Turn on automatic e-mail alerts so buyers and tenants get new matching listings and price reductions daily or within minutes, without extra work.
How to merge duplicate contacts

Merge two records of the same client into one contact, keeping their requirements, timeline, deals, enquiries and listings together in Estate CRM.
How to route new enquiries to the right agent

Set up lead routing in Estate CRM so every enquiry from your website, share pages and property portals reaches the right agent with a reply task.