Real estate CRM
Most estate agency CRMs stop at contacts and a pipeline, and the rest of the business lives in a lettings package, a compliance spreadsheet and a signing tool. Propily keeps enquiries, viewings, sales, lettings, compliance, contracts and portal listings on the same property, tenancy and contact records, and it answers the phone while you are on a viewing.
Propily's AI receptionist answers calls and messages in seconds, day or night, asks the questions your negotiators would ask, and books the viewing straight into the diary. The enquiry lands in the CRM as a lead with the conversation attached, so nobody re-types it.
Leads move through your real pipeline stages, from first enquiry to viewing, offer and completion. Deals, viewings, tasks and notes hang off the same contact and property, so the history is there when a buyer calls back.
Tenancies, renewals, rent and landlord payouts sit beside the sales side instead of in a separate lettings package. Gas safety, EICR and EPC certificates are tracked on the property with their expiry dates, so compliance is not a spreadsheet and a calendar reminder.
Publish properties to Rightmove, Zoopla and SpareRoom from the record you already keep, send agreements for signature from templates, and run several offices with their own admin, team and pipeline while reporting rolls up across the group.
When the CRM, the lettings package and the compliance tracker are separate products, the same property gets keyed in three times and the three copies drift. Propily was built as one system so that a change in one place is true everywhere, and so an AI assistant can act on the whole agency rather than one corner of it.
A real estate CRM is the system an estate or letting agency uses to manage enquiries, contacts, properties, viewings and deals. Propily goes further than a contact database: lettings, compliance, contracts and portal listings live on the same records, and an AI receptionist answers enquiries for you.
Yes. Propily is built for UK estate and letting agencies: it publishes to Rightmove, Zoopla and SpareRoom, tracks UK compliance certificates such as gas safety, EICR and EPC, and handles tenancies, deposits and landlord payouts the way UK lettings work.
Yes. Contacts and properties are imported in bulk when you start, and you can export all of it whenever you want. There is no export fee.
Yes. Each branch is a real office with its own admin, team and pipeline, and reporting rolls up across the group or drills into one branch. Roles such as owner, branch admin, negotiator and read-only control what each person can see and change.
Book a demo. It is forty minutes on your own data, and then your agency, branches and admins are set up for you and your data comes across in bulk. Most agencies go live on enquiries and viewings first.
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.
Book a demo