Initial CRM Setup
We configure your chosen CRM platform specifically for property sales workflows. This includes contact structures, deal stages, custom fields, and dashboard layouts that match how your team actually works.
- Property-centric data architecture
- Custom deal pipeline design
- Agent permission configuration
- Document templates setup
- Email integration
Workflow Automation
Build automated sequences that nurture leads based on their behaviour. Follow-ups happen without manual intervention, but still feel personal and timely.
- Viewing follow-up sequences
- Lead scoring automation
- Task creation triggers
- Status-based notifications
- Report scheduling
Team Training Programme
Hands-on sessions that get your agents confident with the new system. We work with real client data and actual scenarios your team encounters daily.
- Role-specific training modules
- Practical exercises with your data
- Quick reference guides
- Ongoing support period
- Manager admin training
System Integration
Connect your CRM with property portals, email marketing tools, accounting software, and other platforms you already use.
- Property portal synchronisation
- Email platform integration
- Calendar connectivity
- Document management links
- Data flow configuration
Ongoing Support
Monthly support retainer for agencies that want reliable help without committing to full-time staff.
- Priority response times
- Monthly system health reviews
- Workflow optimisation suggestions
- User access management
- Performance monitoring
Data Migration
Move your existing client records, property listings, and historical data from spreadsheets or old systems into your new CRM.
- Data cleaning and validation
- Field mapping and transformation
- Duplicate detection
- Historical record preservation
- Post-migration verification