CRM
Every relationship, remembered.
Every contact, enquiry and conversation in one place, with follow-ups that don't slip.
What you get
- Every contact and conversation in one place
- Pipeline board from enquiry to won
- Follow-ups drafted for you
Inside the app
How crm works
- Step 1
Create a contact with the correct buyer, tenant, landlord or investor type. Keep their contact details and requirements together.
- Step 2
Record an enquiry or viewing and move it through the pipeline. Notes preserve the context for the next colleague.
- Step 3
Review matching properties, draft a follow-up and merge duplicates with administrator approval.
Connected, not duplicated
This workspace uses the linked properties, people and records your company can access. Available features depend on your plan, enabled modules and staff permissions. Features needing external services are marked Coming soon below.
The problem
Leads go cold because nobody owns the follow-up.
Enquiries get lost in WhatsApp and nobody follows up in time.
With PropertyFlow
- Every contact and conversation in one place
- Pipeline board from enquiry to won
- Follow-ups drafted for you
Inside CRM
Features in this module
- Contact recordsBuyers, tenants, landlords, investors and suppliers in one book.
- Lead pipelineMove enquiries from new to won on a simple board.
- Website enquiriesMessages from your website arrive straight in the system.
- Duplicate mergeFind and merge duplicate clients without losing history.
- AI follow-up draftsDraft a polite follow-up message for a cold lead.
- Client timelineEvery lease, deal, payment and note for a client in order.
Works hand in hand with
See CRM with your own records.
Book a walkthrough, or start a 14-day trial and set up your first property today.