Getting started

Set up your agency, invite your team and bring in your data.

How to set up your real estate agency in Estate CRM

Set up your estate agency in Estate CRM with its details, logo, brand colour, listing languages and reference prefix, ready for your first listing.
How to invite agents and staff to your agency

Invite estate agents and office staff to your Estate CRM workspace, give each person a role, cancel invitations and deactivate people who leave.
User roles and permissions: Owner, Manager, Agent, Assistant

What each Estate CRM role can do (Owner, Manager, Agent, Assistant) and who can see which contacts, listings, reports and settings in your agency.
How to turn on two-step sign-in (2FA)

Protect your Estate CRM account with two-step sign-in. Set up an authenticator app, save your recovery codes and require 2FA for your whole agency.
How to import listings and contacts from Excel or CSV

Move to Estate CRM from Excel, CSV or another CRM. Upload a file, match the columns, check it for errors and import listings and contacts in bulk.