The AI CRM for UK estate & letting agencies: Everything your agency runs on, in one system.
Most agencies run a CRM, a lettings package, a compliance spreadsheet, a signing tool and a portal feed that never quite agree with each other. Propily is the one place all of it lives, and it answers the phone while you are on a viewing.
Handled - before you wake up.
No one is in the office. A buyer calls at 9:04pm. Watch Propily qualify her, book the viewing, then update the CRM by itself.
Inside the CRM
Trinity does the clicking
Your team should not be hunting through tabs to find a tenancy or re-typing an address into a viewing. Ask Trinity in plain English and it works the CRM for you, then hands you the record.
Working across
Trinityin-app assistantWhat it did
- Searched leadsE4 · last contacted > 7d
- Ranked by score6 hot, 11 warm
- Added a taskCall back · today 16:00
Open the shortlist
Landlords and tenants
They stop calling you
Most of an agency’s inbound is someone asking a question the system already knows the answer to. Give landlords and tenants their own way in and the phone goes quiet, while every action still lands on the same record your team works from.
Landlords
Their properties, their money, their paperwork - without ringing you for it.
- Properties and viewing reports
- Payments and income trend
- Tax summary for the year
- Certificates and compliance
- Renewals, with a yes or no
Tenants
Everything they normally phone about, answered before they pick up.
- Rent and payment history
- Report a repair, track the fix
- Agreement and documents
- Certificates and inspections
- Messages and notices
The issue logs itself, and everyone can see it.
One shared thread across the tenant and landlord portals, so nothing gets relayed by phone and nothing slips through the gaps.
No phone call to field, no message to relay. The tenant logs it, the landlord sees it, you stay in control without being the middleman.
One system
Six jobs, one record, no re-keying
The cost of running four systems is not the licences. It is the half-hour every time a tenancy changes and three places need updating, and the certificate that lapsed because it lived somewhere nobody checked.
The same record
- Property
- Tenancy
- Contactname, phone, source
Enquiries
Calls, WhatsApp and portal leads answered as they arrive, qualified, and booked in.
ReplacesMissed calls and an answerphone
Sales
Pipeline, offers, memorandum of sale and progression, with every note against the deal.
ReplacesA pipeline spreadsheet
Lettings
Tenancies, rent, deposits, renewals and Section 8, tracked to the date.
ReplacesA separate lettings package
Compliance
Gas, EPC, EICR and right to rent, chased before they lapse rather than after.
ReplacesA certificate spreadsheet and a reminder in someone's calendar
Contracts
Agreements drafted from your templates and signed without leaving the file.
ReplacesWord templates and a signing tool
Portals
Portal enquiries in and listing feeds out, on the same property record.
ReplacesRe-keying the same property three times
Every one of those sits on the same property, tenancy and contact records, so each is entered once and is the same everywhere: the rent due and the arrears come straight from the tenancy.
More than one office
Built to hold a group, not just a shop
If you run several offices the questions are different. Not “can it store a lead”, but who sees what, how the numbers roll up, and how hard it is to leave.
A branch is a real thing, not a tag
Offices have their own admin, their own team and their own pipeline, and the plan sets how many you get. Reporting rolls up across all of them or drills into one.
Roles that match how an agency works
Agency admin, manager, agent, read-only viewer. Invite someone and they arrive with the right access already set, not a checklist for you to work through.
Your data leaves as easily as it arrived
Import your existing contacts and properties in bulk at the start, and export the lot whenever you want. No hostage-taking, no export fee.
Getting started
There is no signup button, on purpose
An agency system that is half configured is worse than the spreadsheet it replaced. So we set yours up with you, and you start on a system that already knows your branches, your templates and your properties.
Forty minutes, your data on screen, no slide deck.
A proper look at how you work
Forty minutes on your own data. What you run today, where the time goes, which of the six areas you actually need on day one.
We set it up, you do not
Your agency, your branches and each office's admin are created for you. Your contacts and properties come across in bulk. You get a link to set your password.
Live on the parts that pay first
Usually enquiries and viewings, because that is where the missed money is. Lettings, compliance and portals follow once the team is comfortable.
Your agency never closes.
Book a 40-minute walkthrough on your own pipeline, landlords and maintenance load - and watch Propily answer a live enquiry, qualify the lead and book the viewing.