Clients & CRM
Website enquiries
Messages from your website arrive straight in the system.
Ready to use today
How to use website enquiries
Messages from your website arrive straight in the system. Use it within CRM alongside the linked property, contact and transaction records, rather than maintaining a separate disconnected list.
The connected workflow
- 1.Create a contact with the correct buyer, tenant, landlord or investor type. Keep their contact details and requirements together.
- 2.Record an enquiry or viewing and move it through the pipeline. Notes preserve the context for the next colleague.
- 3.Review matching properties, draft a follow-up and merge duplicates with administrator approval.
Visibility follows your company, branch and section access. Important financial and approval actions remain subject to the app’s controls.
Why it matters
Enquiries get lost in WhatsApp and nobody follows up in time.
What changes
Every contact, enquiry and conversation in one place, with follow-ups that don't slip.
Found in
More in clients & crm
- Contact recordsBuyers, tenants, landlords, investors and suppliers in one book.
- Lead pipelineMove enquiries from new to won on a simple board.
- Duplicate mergeFind and merge duplicate clients without losing history.
- Notes & @mentionsLeave notes on any record and tag a colleague.
- Viewings calendarBook viewings and see the whole team's diary.
- AI follow-up draftsDraft a polite follow-up message for a cold lead.
- Lead matchingMatch buyers and tenants to properties that fit.
- Client timelineEvery lease, deal, payment and note for a client in order.
- Bulk email & WhatsApp campaignsSoonSend a campaign to a filtered list of clients.
See PropertyFlow with your own portfolio.
Book a walkthrough, or start a 14-day trial and set up your first property today.