CRM
From first contact to completion: deals, stages and the client in one place
Overview
Find a deal by name, type, priority or owner
Organised by deal type
Each deal starts with the right stages and tasks. The team does not improvise the process for every client.
Lead
Early qualification, before you know if it is a purchase, a sale or a letting
Buyer
Search criteria, viewings and follow-through through to completion
Seller
Listing, market appraisal, mandate, paperwork and closing the sale
Tenant
Lettings search, viewings and the tenancy agreement
Landlord
Lettings listing, tenants and the deposit
Mortgage
Simulation, documents, valuation and disbursement
The pipeline and every deal
Volume, detail, deadlines and documents. No tool-hopping.
The whole pipeline, at a glance
Each card shows type, priority, value, follow-up and owner. At the top you see potential volume and expected commission. Filter by type, priority or what is yours.
The full deal on one screen
Contact, progress, search criteria and next actions. Tasks, viewings, documents and notes in one place.
Value, stage and deadlines in view
Estimated value, commission, current stage and next follow-up. Move the deal forward without leaving this panel.
Request documents with a link
An expiring link and a checklist of what is missing. The client uploads on their phone. Track progress and send it on WhatsApp or email.
The process sits on the deal
Tasks, follow-ups, notes and calendar. No side spreadsheets.
Tasks by stage
Mandate, registry, sale agreement, deed, deposit. The list comes with the deal type. Tick off what is done.
Next follow-up
Set when you contact them next. The card warns you if the date has passed.
Notes on the deal
The history stays on the file. The team reads what happened without asking in the group chat.
Deal calendar
Viewings, dated tasks and follow-ups for this client, on one calendar.
The client moves the deal with you, with no CRM account
Expiring links, via WhatsApp or email. The team sees progress.
Request documents
ID, land registry, tax proof. The client uploads on their phone. Stop chasing attachments on WhatsApp.
Share properties
Build the list from search and the live market. The buyer opens the link, views the homes and leaves feedback. The conversation stays on the deal.
Everything is synced
Valuations, market, viewings and mortgages sit on the same deal.
Market appraisal on the sale
A valuation linked to the listed property, on the deal itself
Live market on the purchase
Search criteria that match live listings
Viewings on the deal calendar
Appointments in the right place, not in a separate file
Mortgage next
A financing deal can start from the buyer
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