AI for estate agents
Most AI for estate agents writes a listing description and stops. Propily puts AI where agencies actually lose time: answering every enquiry the moment it arrives, and doing the work inside the CRM when your team asks for it in plain English.
Propily answers WhatsApp messages and phone calls, finds properties that fit, qualifies the enquiry and books the viewing into the right negotiator's diary. When a person is needed it hands over with the full conversation, so the negotiator starts informed.
Ask Trinity in plain English, such as "any hot leads in E4 I have not called this week?" or "book Margarita in for 14 Alder Road, Tuesday 11:30", and it works the CRM for you, then hands you the record. Your team stops hunting through tabs.
Agencies that use Claude can connect it to Propily as a connector and work the CRM from a conversation. A member signs in with their own Propily account and chooses the agency; a read-only member's connection can only read, and any connection can be disconnected at once.
Every lead gets a fit score from its budget, timeline, finance readiness and intent, and a ranking learned from which of your own leads have converted before. New properties are matched to applicants whose requirements fit, and the matches can be sent to them on WhatsApp or by email.
Because enquiries, sales, lettings, compliance and maintenance share one record, the AI can act across all of them. A repair reported to the receptionist becomes a maintenance ticket on the property, and a viewing it books is the one in your team's diary, without anyone re-typing it.
The biggest wins are answering every enquiry quickly so none are missed, qualifying and booking viewings, and cutting the admin of finding and updating records. Propily's AI receptionist handles the first two, and Trinity, its AI assistant, handles the third inside the CRM.
No. It answers when your team cannot, qualifies the enquiry and books the viewing, then hands over to a person with the full conversation. Your negotiators spend their time on people who are ready to move.
Propily has a connector for Claude: add it in claude.ai, sign in with your Propily account, and Claude can search and update your CRM within your role. Access can be disconnected at any time from the Integrations page.
Yes. Each agency's data is kept to that agency, and the AI only ever works inside the agency it belongs to. Through the Claude connector, every action runs as the member who connected it, within that member's role.
Guides from the Propily help centre.
Forty minutes with someone who will set it up with you: what you run today, where the time goes, and which parts to switch on first.
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