Real estate
From first lead to signed contract — in one view
Property seekers arrive daily via portals, your website and social media. The Agency CRM brings all leads together on an interactive map, tracks your follow-up deadlines and sends contracts with one click.
14 days free · no credit card · live instantly
The challenges
Real estate runs on speed and trust
The right buyer or tenant won't wait. Every day without follow-up is a missed opportunity — and a deal that goes to the competition.
Leads fall through the cracks
Enquiries arrive via portals, email, WhatsApp and social. Without one place, the hottest leads go cold.
Viewings become chaotic
Double bookings, forgotten confirmations and no clear picture of which candidates are serious.
Contracts and documents everywhere
Purchase agreements, tenancy contracts and settlement notes scattered across email, Drive and WhatsApp.
No grip on the pipeline
How many properties are under negotiation? What's the expected revenue next month? Nobody knows.
62%
Less missed follow-up
3×
Faster contract processing
€185k
More revenue per agent per year
11h
Saved per week per employee
Lead map & pipeline
All leads live on the map — and in your pipeline
See at a glance where your property seekers and prospective buyers are located. Filter by search profile, budget and urgency. Drag leads from "Enquiry" to "Viewing Scheduled" to "Offer Made" in one click.
- Interactive map view of all active leads and properties
- Automatic matching of lead profile to available listings
- Custom pipeline stages: Enquiry → Viewing → Offer → Contract → Completion
- Win-probability and expected closing date visible per deal
Viewings & follow-up
Every viewing planned, every follow-up on time
Book viewings directly from the lead record, send an automatic confirmation and reminder. Afterwards, the system sends a tailored follow-up email with a summary and the next step — you never have to think about it again.
- Integrated calendar with automatic invitations
- Reminders for both the candidate and the agent before the viewing
- Automated follow-up tailored to each stage: interested, offer, declined
- Full viewing notes stored in the lead record
Contracts & invoicing
From signed agreement to paid commission
Create quotes and purchase agreements from templates, collect digital signatures and convert them to an invoice with one click. Automatic payment reminders make sure commissions arrive on time.
- Document templates for purchase agreements, tenancy contracts and settlement notes
- Digital signing without an external tool
- Automatic invoice based on sale or rental price
- Cashflow dashboard with expected commission income per month
Client story
What professionals in real estate say
"Viewing requests used to arrive simultaneously via email, WhatsApp and property portals. Now The Agency CRM picks everything up, puts it in the pipeline and sends the confirmation for us. Our agents save at least an hour and a half of admin every single day."
Joost van den Berg
Director · Van den Berg Makelaars — Amsterdam
Your full pipeline
A clear view of every property deal
From the first enquiry to the final deed of transfer — every stage, every candidate and every task is tracked in real time. No spreadsheet, no sticky notes, no missed follow-up.
- View all your properties and buyers on one board
- Automatic stage transitions based on actions taken
- Revenue forecast per agent and per region
- Mobile app for agents on the go
Real estate pipeline
The Agency CRM
Frequently asked questions
Yes. Via the email and webhook integration, portal enquiries are automatically created as leads in The Agency CRM, including the property reference and the search profile. You can configure this for any portal.
Ready to run your property business on one CRM?
Join estate agents and property companies managing leads, viewings and contracts in one place.
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