Listings Activity
Our Listings Activity feature provides a comprehensive overview of all updates made to your organisation’s property listings, allowing you to track changes in a clear, structured way. From a single central table, you can review modifications to key listing details, including property information, listing status, pricing, assigned agents, property address, and owner contact details. This ensures full visibility into listing activity, helping you maintain accurate records and stay informed on all updates within your portfolio.
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Website References
Our Website References page gives you a complete overview of all your active properties currently feeding to Property24 and/or Private Property, making it easy to monitor your listings in one central place. You can quickly review which properties are live on each platform and access detailed listing statistics, helping you track performance, measure engagement, and make informed decisions to improve your marketing results.
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Listing Quality Checks
Our Listings Quality Check feature reviews all your active properties on the CRM to ensure they meet the requirements for feeding to Property24 and Private Property. It automatically identifies missing or incomplete information that may prevent your listings from going live. It allows you to quickly address any issues and maintain high-quality, fully compliant listings. By keeping your property data accurate and complete, you can maximise your visibility on the portals and avoid missed opportunities.
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Task Manager
Our Task Manager helps you stay organised and on top of your workload, allowing you to create tasks and set up email reminders for yourself and others within your organisation. With customisable notifications, you can automate reminders on specific dates and times, ensuring that nothing slips through the cracks. Whether it’s following up on leads, managing listings, or coordinating with your team, the Task Manager keeps everyone accountable, informed, and working efficiently.
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Birthday Reminders
Our Birthday Reminders feature combines all your clients, including buyers, tenants, sellers, and landlords, into one convenient view, making it easy to keep track of important dates. A visual summary in pie chart format efficiently identifies upcoming birthdays, allowing you to send personalised birthday messages via email, SMS, or WhatsApp directly from the CRM. This is a very useful tool to promote strong, consistent relationships with your clients.
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Leads Management
Our Leads Management feature provides a central starting point for reviewing and organising all your incoming enquiries from Property24, Private Property, and your website. It allows you to view leads by category, understand where they originate from, and assess their relevance before taking further action. By giving you a clear overview of your inbound leads in one place, this feature helps you prepare and manage your prospects more effectively before moving them through the pipeline.
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Pipeline Management
Our Pipeline Management brings all your incoming enquiries from property portals and your website into one organised space. With a clear, easy-to-follow timeline view, you can track every interaction, review each lead in detail, and quickly identify the most promising prospects. Built-in filtering tools allow you to efficiently screen and remove unqualified leads, helping you focus your time on serious buyers or tenants and close deals faster.
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Campaigns
Our Campaigns feature provides a centralised way to create, manage, and automate your client communications through email and SMS. It allows you to customise your messaging, schedule delivery times, and control how often your clients are contacted, ensuring your communication aligns with your marketing strategy. By automating campaigns for promotions, follow-ups, and ongoing engagement, this feature helps you stay connected with your audience while saving time and maintaining consistency.
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Property News
Our Property News feature provides you with up-to-date industry news and market insights that influence buying, selling, and investment trends. By keeping you informed on the latest developments, it helps you better understand the property landscape and stay ahead of changes in the market. With access to relevant, timely information, you can make more informed and strategic decisions for your business and clients.
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Notifications
Our Notifications feature keeps you informed of important updates and changes across the platform in one central view. You can easily filter notifications by date using the “From” and “To” fields to focus on relevant time periods, while the built-in search function allows you to quickly find specific updates using keywords. This ensures you stay up to date and can access the information you need without unnecessary clutter.
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Key Operating Features
The Key Operating Features section of the CRM provides a clear overview of the most important tools and functions available on your dashboard. It highlights your recent activity by showing when each feature was last accessed, giving you instant insight into how you interact with the system. This helps you understand your usage patterns, identify the tools you rely on most, and ensure you’re getting the full value from the CRM. Regularly reviewing this section supports a more efficient workflow and keeps you aligned with all essential system operations.
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Selling Price Verification
Our Selling Price Verification feature helps you stay in control of your active sales listings by giving you a clear overview of all properties currently feeding to the portals, allowing you to review seller details, track when a property’s selling price was last confirmed, and quickly identify listings with missing information or overdue follow-ups. With everything displayed in an easy-to-manage table, you can ensure your data remains accurate and up to date at all times, while built-in automation tools enable you to create and send customised follow-up emails to sellers using flexible rules and a fully editable message library, where dynamic tags automatically pull in relevant listing information to ensure consistent, professional communication while saving you valuable time.
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Frequently Asked Questions
The Frequently Asked Questions section within the CRM provides a centralised resource of common queries, providing practical solutions based on real user experience. It contains a growing list of frequently asked questions, along with clear, step-by-step answers to assist with everyday tasks and challenges. This section is designed to offer quick guidance, reduce the need for support requests, and help users resolve issues efficiently while working within the system.
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Automations Activity
The Automations Activity section provides a comprehensive overview of all automated actions in the system, helping you monitor performance over time. It allows you to filter activity by date range so you can focus on a specific period and gain clearer insights into system behaviour. You can also use the available filters to view Email, SMS, or WhatsApp activity separately, making it easier to analyse the effectiveness of each communication channel and optimise your automation strategy accordingly.
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Training Progress
Our Training Progress panel gives you a clear view of how far you’ve progressed, all in one convenient place. You can easily track completed sessions, monitor upcoming steps, and see what still needs to be covered, helping you stay on schedule. With a structured overview of your progress, you can make the most of your training experience. You’ll always know where you stand and what to focus on next.
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Market Listings
Our Market Listings feature allows you to easily share relevant properties with your clients directly from the CRM by sending personalised emails to one or multiple recipients. Each email includes a professionally generated PDF showcasing listings that match your clients’ interests. It's a quick and effective way to keep your leads informed, nurture relationships, and move them closer to making a decision.
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Property and Lead Stats
Our Property and Lead Stats feature gives you a clear visual overview of your performance by displaying all incoming leads and newly added properties in an easy-to-read bar graph format. This allows you to quickly spot trends, compare activity over time, and measure how your listings and lead generation are performing. With everything presented visually, you can make informed decisions and adjust your strategy to maximise results.
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Calendar
Our Calendar feature keeps your schedule in sync, allowing you to seamlessly connect your CRM calendar with the Google Calendar app on your phone. With real-time synchronisation, any appointments created or updated on your phone are instantly reflected in the CRM, and vice versa, helping you avoid missed meetings or double bookings. This integration gives you the flexibility to manage your schedule on the go while keeping your team informed and up to date.
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Our CRM application streamlines your marketing, allowing you to seamlessly connect your Facebook profile and business page in one place. Once linked, you can publish your property listings directly to Facebook without ever leaving the system, saving time, reducing manual work, and ensuring your listings reach a wider audience instantly. It's a simple, efficient way to keep your properties visible and your marketing consistent across platforms.
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Docs Viewer
Our Docs Viewer makes it easy to upload, store, and manage all documents in one secure place. All files are saved on our servers and can be accessed by authorised users within your agency, allowing your team to review important documents whenever needed. Whether contracts, compliance paperwork, or supporting documents, everything is organised, accessible, and safely stored for efficient collaboration.
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Master Messages
Our Master Messages feature allows you to create and manage reusable message templates, which can be shared across your entire organisation. Whether it’s email responses, client follow-ups, or internal communication, these templates ensure consistent messaging while saving time for you and your team. Easily accessible to all agents, Master Messages help streamline communication and maintain a professional standard across every interaction.
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Agency Tenant Application Form
Our Tenant Application Form makes it easy for prospective tenants to apply for rental properties directly from your website. With this advanced, user-friendly form, you can collect detailed applicant information, streamline your screening process, and respond to applications faster, helping you secure the right tenants with less effort.
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Rentals Enquiry Management System
Our Rentals Enquiry Management System streamlines communication with prospective tenants, allowing you to engage with multiple applicants using WhatsApp as your primary channel. From one central place, you can send bulk messages, manage responses, and efficiently filter out applicants who are not interested or do not meet your requirements. This makes it easier to focus on qualified tenants, speed up your rental process, and maintain clear, consistent communication throughout.
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