The CRM that tells youwho to call today.
Every estate agent has lost a deal the same way: a good lead, a busy week, a follow-up that never happened. This CRM exists to make that impossible. Add a buyer, seller, landlord or tenant once — it keeps the notes, sets the reminders, and puts today's calls in front of you every morning.
All-in
every feature, every plan
12
built-in agent tools
7 days
free trial, no card tricks
You don't lose deals to competitors. You lose them to forgetting.
Think about the last lead that went quiet. Chances are they didn't choose another agent because that agent was better — they chose whoever actually rang them back. A viewing request sat in your inbox over a busy weekend. A landlord said "call me next month" and next month never came. A buyer's number lived on a Post-it that went through the wash.
Spreadsheets don't fix this, because a spreadsheet never taps you on the shoulder. A CRM for estate agents does one job above all others: it turns "I must remember to call them" into a reminder that shows up, with the person's whole history attached — what they want, what you last said, and which listing they asked about.
We built this one for our own white-label agency clients first — lettings agencies managing hundreds of properties across Greater Manchester — and then made it available to everyone. It's the same system, at a price a one-person agency can justify without thinking twice.
Everything an agency day actually needs
No feature bloat, no modules you'll never open. These are the screens our agency clients use every single day:
Lead pipeline with sources
Add a lead in seconds with their source — website, Facebook, referral, portal — the property they're interested in, and the listing reference. See your whole pipeline at a glance: new leads, in progress, converted.
Follow-up reminders that nag you
Every lead gets a next action with a due date. Overdue follow-ups turn red and sit at the top until you deal with them. It's the closest thing to a colleague asking 'did you call them back yet?'
Activity log on every lead
Log a call, an email, or a note in one line. Six months later, when the buyer comes back, you open their record and pick up the conversation exactly where it stopped — instead of pretending to remember.
Team assignment & messages
On Team plans, assign each lead to a negotiator, see who's handling what, and hand leads over through the built-in messages inbox — not WhatsApp screenshots. Leads from your EstatAI chat widget land in the same inbox.
Reports that answer real questions
Total leads, interest, conversion rate, sales closed, and sales value — filtered by date range. Know which month was actually good and which source brings buyers, not just clicks.
Property files & receipts
Keep property records and plot files organised per listing, and store receipts where you can find them again. Small thing, saves an hour of digging every week.
The calculators agents google every week — built in
Stamp duty on a £425k semi. What a landlord actually earns after voids. Your commission on a sale. What the buyer can realistically afford. Instead of ten browser tabs and a calculator app, it's all one click away inside the same login — with a listing description writer, social post generator, comparables pricing, area reports, and a photo watermark studio thrown in.
The CRM is where everything lands
Run the CRM on its own, or connect the rest of EstatAI to it: the AI chat widget captures website visitors as leads while you sleep, and the Voice AI receptionist answers your phone and books viewings. Every enquiry ends up in the same pipeline, with the same reminders, in front of the same morning coffee.
Questions agents ask us
Try it with your real leads
Seven days free on Solo. Add this week's leads, set the reminders, and see whether Monday morning feels different. If it doesn't, cancel — no hard feelings.
Start 7-Day Free TrialQuestions first? Email contact@estatai.co.uk — straight answer within 24 hours.