What this does
The Estate Agent industry preset adds property management, tenancies, viewings, maintenance, and portal publishing to your CRM.
When to use it
Select Estate Agent when your business manages property sales, lettings, or both.
What's included
Everything in the core CRM plus:
- Properties — list and manage residential and commercial properties
- Viewings — schedule and track property viewings
- Offers — receive and manage offers on properties
- Sales Progression — track from offer accepted to completion
- Tenancies — manage tenancy agreements with a kanban pipeline
- Maintenance — handle repair requests from tenants
- Portal Publishing — push listings to Rightmove, Zoopla, and OnTheMarket
- AML Checks — run anti-money laundering checks via SmartSearch
- Tenant Referencing — reference tenants via Goodlord
- EPC Tracking — monitor Energy Performance Certificate expiry dates
Step by step
- Go to Settings and set your industry to Estate Agent
- Add your first property
- Schedule viewings and manage offers
- Create tenancies for let properties