Automation for Estate Agents

Capture every enquiry, respond instantly, and keep applicants, vendors, and landlords moving — without adding admin pressure to your team.

What's Included→

We build practical automation around how estate agencies actually operate — helping you manage enquiries, book viewings, and maintain consistent communication from first contact to completion.

Contact Us today

  • Missed call and property enquiry capture (web, portals, phone)

  • Automated viewing and valuation booking

  • Lead qualification for buyers, sellers, tenants, and landlords

  • SMS and email follow-ups, confirmations, and reminders

  • CRM visibility across applicants, properties, and pipelines

  • Clear handover between negotiators, lettings, and sales teams

Benefits→

Our systems help estate agencies respond faster, manage enquiries efficiently, and keep buyers, sellers, tenants, and landlords informed — without increasing admin or disrupting day-to-day operations.

Protected Negotiator Time

Reduce interruptions from calls, emails, and portal enquiries so your negotiators can focus on viewings, valuations, and progressing deals.

Consistent Client Experience

Every enquiry receives a fast, professional response — no missed portal leads, delayed callbacks, or forgotten follow-ups.

Reduced Admin Load

Automated viewing bookings, confirmations, reminders, and updates remove repetitive admin from sales and lettings teams.

Scalable Operations

Systems adapt as stock levels and enquiry volumes grow, helping you handle more instructions without chaos or extra overhead.

Who We Help

We support estate agencies that rely on fast responses, structured processes, and consistent communication to win instructions and progress sales and lettings efficiently.

Sales & Lettings Teams

Handling high volumes of portal enquiries, valuation requests, viewings, and applicant follow-ups while keeping buyers, sellers, landlords, and tenants informed.

Property Management & Lettings

Managing maintenance requests, inspections, renewals, and tenant communication without overwhelming negotiators or property managers with manual admin.

Multi-Branch & Growing Agencies

Agencies dealing with multiple offices, increasing stock levels, and rising enquiry volume that need clear visibility and consistent processes across teams.

Common Problems We Fix

  • Missed or delayed responses to portal, email, and phone enquiries

  • Manual viewing bookings, confirmations, and rescheduling

  • Inconsistent follow-ups with buyers, sellers, landlords, and tenants

  • Time lost to admin instead of valuations, viewings, and deal progression

  • Poor visibility of enquiry, viewing, and instruction status across the team

Simple, practical automation designed around how estate agencies actually operate — from single-branch offices to multi-location teams.

Choose Your Plan

Plan 1 — Foundation Setup

Best for: Independent agents, small agencies, single-branch offices, lettings-only teams, small local teams

Includes:

  • Enquiry capture from portals, website forms, calls, and emails

  • Intelligent enquiry routing to sales or lettings teams as appropriate

  • Viewing and valuation booking with calendar integration

  • Automated confirmations, reminders, and follow-ups

  • Core CRM setup for applicants, vendors, landlords, and properties

  • System documentation and handover

Outcome:

Fewer missed enquiries, faster responses, and a solid automation foundation that supports daily agency operations.

Plan 2 — Managed Automation

Best for: Growing agencies with higher enquiry volumes, multiple negotiators, or mixed sales and lettings pipelines

Includes:

  • Everything in Foundation Setup

  • Multi-channel follow-ups (SMS, email, forms, WhatsApp)

  • Lead qualification and prioritisation (buyers, sellers, landlords, tenants)

  • CRM and pipeline optimisation for sales and lettings client journeys

  • Automated follow-ups for viewings, valuations, offers, and no-shows

  • Ongoing monitoring and refinement

Outcome:

Consistent follow-up, improved enquiry-to-instruction conversion, and reduced reliance on manual chasing.

Plan 3 — Advanced environments

Best for: Larger agencies, multi-branch operations, high-volume lettings teams, or agencies with compliance requirements

Includes:

  • Everything in Plan 2

  • Custom workflows for sales, lettings, renewals, and property management

  • Role-based access for negotiators, managers, and admin teams

  • Secure integrations across CRM, booking and communications

  • Compliance-aware data handling and audit-friendly processes

  • Ongoing optimisation and support

Outcome:

Scalable agency operations with full visibility, tighter control, and systems that grow without increasing admin headcount.

Ready to Reduce Admin & Missed Enquiries?

Book a short, no-obligation consultation to identify where automation could save time, improve follow-ups, and streamline day-to-day operations — without replacing human oversight.