Finish marketing evidence before a listing goes live
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Built around your business.
Own a CRM that connects your customers to the work you deliver. Try nine working examples, compare the cost of subscriptions, and see what changes when your software follows your business.
Software you ownNo Sep17 licence per userA fixed date agreed in phase two
Same foundation. Different working day.
Choose the business. Watch the CRM change.
One standard CRM. Eight examples of what changes when it is built around your industry.
Built for property.
Listing evidence is checked before marketing. Applicant requirements and offer funding follow each viewing, while chain records track searches, enquiries, exchange and completion.
What changes from the standard CRM
- 01Property and viewing details
- 02An explicit offer decision
- 03Sales progression with visible milestones
Put these workflows to work for your business. Your CRM is designed around your own team, records and priorities.
Request your CRM quote ↗Real interactions. Fictional people and figures.
Explore freely. Changes stay in this browser; no emails, payments or customer systems are connected. Industry checks illustrate an agreed workflow, not legal or safety certification.
Property CRM demonstration
Property: valuations, offers and progression
Give your team the whole property story: the owner, valuation, viewings and offer, followed by a clear view of what needs to happen before completion.
Follow a real business process
Take Orchard Lane from instruction to keys
A marketed instruction, reviewed buyer and completed sale with a traceable chain. Start the guided walkthrough above, make each decision and see the working dashboard and report change. Your main example keeps its saved changes.
- 01
Record the enquiry
The owner instructs the agency to sell 18 Orchard Lane. Keep the seller, property and marketing responsibilities in one instruction.
- 02
Prepare the listing
Review the EPC evidence, particulars and seller due diligence before publishing the listing.
- 03
Record the viewing and offer
Drew West submits a £340,000 offer after viewing. Keep the funding evidence and feedback with the seller's decision.
- 04
Accept the offer and open progression
Record the seller's acceptance and introduce the conveyancer. The offer leaves the decision queue and the new chain shows its outstanding checks.
- 05
Clear the chain checks
Confirm searches, funds, enquiries and chain readiness with the conveyancer. The sale becomes ready to exchange.
- 06
Record exchange
Record the exchanged sale against the same instruction. The completion target remains visible in the forward report.
- 07
Record completion and hand over keys
Record the completed transaction and mark the listing sold. Live asking value and future completion totals recalculate; asking value is never shown as agency income.
From a new instruction to keys handed over.
Live listings and reviewed offers sit alongside three completed sales. A mortgage query is holding up one chain, while another sale is ready to exchange with a near-term completion date.
Keep applicant funding and seller decisions together
Focus progression calls on the chain's actual blocker
Explore a fictional working day on 12-10-2026: completed work, active customer delivery and the next enquiry, all connected to the dashboard and reports above.
01
Property and viewing details
Your customer record includes property address, tenure, next viewing.
02
An explicit offer decision
Record the sample identity check before agreeing the sale. Record the seller’s acceptance before starting sales progression.
03
Sales progression with visible milestones
Once a record reaches Sale agreed, its customer and owner carry into sales progression. You can complete milestones and trace each change in the history.
The details your industry actually works with.
Listings & applicants
Asking prices, property particulars, EPC evidence, seller checks and matched applicant requirements before marketing.
Try it in the property workspace ↑Viewings & offers
Appointments, applicant feedback, funding position and seller decisions, linked to the property instruction.
Try it in the property workspace ↑Sales chains
Conveyancers, searches, mortgage milestones, chain dependencies and exchange readiness make stalled sales visible.
Try it in the property workspace ↑Marketing, offers and sales progression report
Your dashboard prioritises the work behind these measures. Reports show the supporting customer records, calculation definitions and owners. Open an alert to inspect its source, plan seven, thirty or ninety days ahead, and download the report for your current search and owner scope.
Marketing checks outstanding
Instructions missing EPC, particulars or seller review
Offers awaiting a decision
Recorded positive offers without accepted status
Sales with chain blockers
Outstanding chain, searches, funding or enquiries
Completions ahead
Target completions in the next 30 days; not guaranteed
Live asking value
Property asking prices, not agency income
Exchange-ready sales
Active chain records with all four checks recorded
This is an interactive demonstration with fictional records. Your organisation’s process, responsibilities and checks would be agreed before a live system is built. The sample checks do not establish regulatory compliance.
Compare with the standard CRM →What would your CRM need to do differently?
Tell us about your customer journey and operational priorities. We will help you define a CRM that connects your team’s work, with a clear investment and delivery plan.
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