Sales & Lettings for Estate Agents

Sales and lettings solution for Estate Agents including automated matching, integration with Rightmove, task management and progression tools.

Sales & Lettings for Estate Agencies

A single solution for Estate Agents built on‘s Work OS and including a contact database of buyers and sellers with automated matching based on multiple criteria. Task management for enquiry, pre-launch, listed and progression stages. Integration with Rightmove to post properties directly from the system, chain analysis and progression and forecast management.


Watch our demo here – Sales & Lettings for Estate Agencies


Define the criteria to suit your agency including attributes such as location, price and property specification. Buyers are automatically linked to properties when their criteria match. Compose sales email templates and buyers can automatically receive notifications of new properties that match their requirements.


All tasks related to marketing a property and sales appointments are located on a single board with associated date and responsible person fields. Filter by due date to see your pending tasks and appointments, keep all notes on the relevant record and sync all email and SMS communications to give you a full history of interactions.


Match landlords with tenants automatically with pre-defined criteria such as location, price and property specification. Manage viewings in the diary board and syncs events with external and mobile calendars. Manage progression from offer to completion and track all payments through integration with your finance system.


Add new listings to the properties board, complete the specification and add the photos. Once ready to go to markets move the property to listed status and the integration with Rightmove will list the property automatically. Check back to view all the activity statistics and receive notifications when new buyers request details.


Manage all the tasks related to progressing a sale to completion within the Progression Manager board. Add the chain and see the status of each property within the chain. Work through the progression tasks and view the forecasted completion date based on the tasks completed and the status of the chain.


Monitor sales negotiations in the Sales Manager board, see the expected revenues month by month in the Forecast Manager board and view the business’s most important KPIs on the agency dashboard. We have numbers that matter to your business and information that allows managers to make informed decisions.


Contact us for a demo

Our Sales Consultant and lead of the Estate Agency solution will tailor a demo to suit your individual requirements and show you how can allow you to spend more time with buyers and sellers and less time on non-productive tasks.


Tel +44 20 4524 5400 | Email

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