20+ Integrated Modules

Everything Your Estate Agency Needs in ONE Platform

Built specifically for UK estate agents. No generic CRM adapted with duct tape. Every feature designed to automate your daily operations and close more deals.

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Core AI-Powered Features

AI automation that saves 60% of your time on admin tasks

AI

Unified Command Center

AI analyzes your entire business and prioritizes urgent actions. Hot leads widget (AI-scored 0-100), upcoming tasks, pipeline value, today's viewings, real-time activity feed.

  • Customizable widgets per agent
  • Real-time company activity feed
  • Hot leads dashboard with AI scoring
AI

Smart Document Library

OCR content search - type "EPC expiry date" and find it INSIDE PDFs in 5 seconds. No more digging through folders for hours.

  • Search inside PDF content with OCR
  • Auto-categorization by property/client
  • Automatic expiry tracking for certificates
AI

AI Auto-Responder

Responds to enquiries in <30 seconds, 24/7. Automatically attaches Home Report, EPC & brochure with personalized messages. Never lose a lead to slow response times again.

  • Responds in under 30 seconds
  • Auto-attaches relevant documents
  • Personalized messaging per enquiry
AI

CRM & AI Lead Scoring

AI scores every lead 0-100 based on engagement, intent, profile, and timing. Focus on hot prospects, not time-wasters.

  • 0-100 AI lead scoring in real-time
  • Drag-drop pipeline visualization
  • Auto-created follow-up tasks

4x White-Labeled Client Portals

Vendors, Buyers, Landlords & Tenants can track progress, view documents, and message you directly. Eliminates 70% of "where are we?" calls.

  • Magic link authentication (no passwords)
  • Track viewings, offers, sales progression
  • Upload/download documents securely
AI

Accounting & Open Banking

AI auto-categorizes transactions with 99% accuracy. Real-time P&L, Cash Flow, Balance Sheet. Branch-specific or consolidated reports.

  • Bank sync via Open Banking API
  • AI categorization (99% accuracy)
  • Export CSV/PDF financial reports

Property & Lettings Management

Everything you need to manage sales and lettings in one place

Property Management Hub

Master/detail view of all listings (sales & lettings)

Documents Tab

Smart OCR library - search INSIDE PDFs for any certificate

Enquiries Tab

AI auto-responder attaches Home Report, EPC, brochure in <30 seconds

Sales Tab

Full progression tracking (offer → exchange → completion)

Maintenance Tab

Track repairs, assign contractors, approve costs

Auto-Expiry Tracking

30-day reminders for EPC, Gas Safety, EICR. Traffic light system for missing documents

Lettings Management

Complete lettings operation in one dashboard

Tenancy Overview

All active/ending/ended agreements with key dates

Rent Payments Tracking

Monthly payment status (paid/overdue). Automated rent reminders 3 days before due

Deposit Scheme Registration

Track deposits and compliance with DPS/TDS/MyDeposits

Maintenance Integration

Kanban board for repairs: Reported → Assigned → In Progress → Completed

Tenant Satisfaction Scores

Track tenant happiness and identify issues early

Maintenance Kanban

Visual workflow for all property maintenance

Kanban Board

Drag-and-drop: Reported → Assigned → In Progress → Completed

Contractor Database

Ratings, insurance tracking, Gas Safe numbers, specialties

WhatsApp Integration

Quick contractor communication and job updates

Landlord Approval Workflow

Get approval for high-cost jobs before proceeding

Invoice Upload & Approval

Track costs and generate reports for landlords

Sales Progression

Track every deal from offer to completion

Pipeline Stages

Offer Accepted → Mortgage → Searches → Exchange → Completion

Solicitor Tracking

Contact info, documents sent, responses received

Key Dates Dashboard

Survey date, exchange date, completion date with countdown timers

Automatic Client Updates

Portal auto-notifies clients when stages progress

Delay Alerts

Flag stalled deals and prompt follow-up actions

Marketing, Compliance & Team Tools

Everything else you need to run a professional estate agency

Marketing Suite

  • Email campaigns with visual builder
  • Automated drip sequences
  • Social media scheduling
  • Landing pages for seller/landlord leads
  • Performance analytics (open rates, clicks)

Investor Hub

  • 5 investment calculators (BTL, BRRR, Flip, HMO, Holiday Let)
  • Off-market deal analyzer
  • Package deals for investors (auto-pitch decks)
  • Investor CRM with deal preferences
  • Performance tracking (ROI delivered)

Compliance Manager

  • AML checks (ID, address, source of funds)
  • Certificate expiry tracking (30-day warnings)
  • Document management (DPP, insurance, body membership)
  • Traffic light system for missing docs
  • AI assistant for compliance questions

Universal Inbox

  • All client communications in one place
  • Portal messages from all client types
  • Property enquiries with AI auto-response
  • Pre-written templates with placeholders
  • Automatic email copies to clients

Smart Calendar

  • All viewings, valuations, meetings
  • Syncs with Google/Outlook/Apple Calendar
  • Time-off management with backup agent assignment
  • Availability settings per day/time slot
  • Automated booking confirmations
AI

AI Performance Coach

  • Personalized insights per agent
  • Weekly/monthly performance summaries
  • Metrics: response time, conversion, viewings, revenue
  • Benchmark against team averages
  • AI-suggested coaching actions

Team Chat & Video

  • Internal DMs and channels
  • Video calls with screen sharing
  • Meeting recordings & AI summaries
  • @mentions and file sharing
  • Property quick references in chat

Company Studio

  • Branding: logo upload, color customization
  • Team management & role permissions
  • Branch management (multi-office)
  • Commission structures & sliding scales
  • Custom workflow editor

Mobile App (PWA)

  • Install as app on iPhone/Android/Desktop
  • Offline access to key features
  • Push notifications for leads & tasks
  • Full-screen experience (no browser UI)
  • Fast, native-like performance

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