Features

Everything an agency needs, nothing it has to work around

A detailed list of what Estate CRM does today. Where something is still on its way, we say so.

Listings

Your stock, complete and easy to find.

Sale, rent or both. Draft, available, reserved, sold, rented and withdrawn
Energy class, communal fees and construction status (resale, new, key ready, under construction, off plan)
Covered, plot and veranda area (with decimals, such as 85,93 m²), floor, bedrooms, bathrooms, parking, furnishing and features
Choose where each price shows: everywhere, on your website but not on portals, or only in the CRM
Titles and descriptions per language (English, Greek, Russian)
Up to 60 photos per listing (by plan), drag to order, automatic web sizes, floor plans, optional watermark with your logo
Search by reference or address, with filters shared between the list and the map
Map view of the whole portfolio, with an exact or approximate location per listing (approximate ones are shown to the public only as a rough area)
Price history from the change log
Exclusive or open listing agreements with dates, commission and the signed copy, with reminders 30 and 7 days before they end
Your own custom fields for listings and contacts

For developers and the agencies that sell for them: every block and unit in one place.

Projects with blocks (buildings or phases) and units. Each unit is a full listing, so matching, share pages and deals work on it as usual
Availability at a glance: available, reserved and sold per block, price and size ranges, delivery date
Import a developer’s unit list from Excel or CSV, with a dry run first
Price list PDF with your branding, block by block, in English or Greek
A public availability page per project that stays up to date by itself, to link or share
Show projects on your website through the website API or the WordPress plugin
Developers kept as contacts, linked to their projects

Know what every client wants, and tell them the moment it comes up.

Buyers, sellers, tenants, landlords and developers with several e-mails and phones, language, lead source, labels and GDPR consent date
Requirements: sale or rent, price range, types, bedrooms, size and must-haves
Matching runs on every save. Each match gets a 0–100 score and the matches inbox shows what is waiting
Send matches by e-mail with a link to a share page in the client’s language
Automatic match alerts per client — instantly or once a day — with an unsubscribe link in every e-mail
Price-drop e-mails to clients who were sent or liked a listing
Merge duplicate contacts, keeping everything from both
Agents can be limited to their own contacts

Nothing slips, and everyone can see what happened.

Viewings, calls, meetings, tasks and notes, with reminders to the agent and, by SMS or e-mail, to the client in their language
A notification bell and desktop pop-ups. Each person chooses which alerts reach them by bell, e-mail, Telegram or SMS
Shared calendar. Subscribe from any calendar app, or connect Google Calendar both ways
Viewing outcomes update the client’s match
Signed viewing forms: the client signs on a phone (or by a link) which listings you introduced, and the PDF is stored
A timeline per client, listing and deal — calls, messages, e-mails, changes
Dashboard with today’s work, overdue items and new matches

See the pipeline and the commission it carries.

Deal board with your own pipelines and stages, win probability and a next-steps checklist per stage
Commission as a percentage or a fixed fee, split between agents and outside partners
Monthly targets per agent: commission, deals won, new listings, viewings
Reports: new listings and contacts, viewings, deals won and lost, win rate, commission, leads by source, cost per lead, reply times. A report builder and CSV export
Owner reports and multi-listing proposal PDFs

Every enquiry answered by the right person, fast.

Enquiries from share pages, your website and portal e-mails become contacts with a “reply” task
Each agency gets its own address for portal lead e-mails
Routing rules: the client’s own agent, the listing’s agent, by source, sale or rent, or language, or taking turns
Reply-time reports per agent and per source
Optional Telegram alerts for new enquiries and reminders

Put listings in front of clients and portals.

PDF brochures (full or one page) in English or Greek, with your branding and large, evenly cropped photos
Share pages that preview well in WhatsApp and Facebook, show an approximate location, count views and include a mortgage calculator
Website API with per-agency keys, for your own website
WordPress plugin: listings, search, new-build projects and a mortgage calculator on your site with shortcodes
Portals: XE.gr (straight into your agency’s xe.gr account, with your own credits), Bazaraki for property in Cyprus, Kyero and Estate CRM XML

Talk to clients from where their details already are.

SMS through your agency’s own smscy.com account (your credits, your sender name)
WhatsApp and calls in one tap, everything logged on the timeline
AI drafts for listing descriptions, translations (English, Greek, Russian) and client messages. Only public listing facts are sent, and you review before saving

Stay in touch with every client without writing each e-mail by hand.

Segments: save any contact filter as a list that updates itself
Newsletters with your listings, sent only to contacts who agreed to marketing, with one-click unsubscribe
AI drafts newsletters from a short brief and translates them to English or Greek. You edit before sending
Follow-up sequences: automatic e-mails, texts and tasks after an enquiry, which stop by themselves when your team replies
Send from your agency’s own e-mail address and domain, with step-by-step DNS set-up
Bounced and spam-reported addresses are skipped automatically, to protect your sender reputation

Safe for a multi-agent office, and for your clients’ data.

Roles: owner, manager, agent, assistant — checked on the server, not just hidden in the screen
Several companies? Link them in a group: one login moves between them, and each company chooses whether to share its listings, projects and newsletter contacts with the others
Two-step sign-in with an authenticator app. Owners can require it for the whole agency
Every agency’s data separated in the database itself (row-level security)
Change log with old and new values on listings, contacts and requirements
Hosted in the EU, encrypted connections, secrets stored encrypted
Import from CSV or Excel with column mapping, a dry run and an error file
Export all your data at any time: every table as a spreadsheet (CSV) plus links to your photos and files, in one ZIP
Your data is yours: if you leave, it is kept for 30 days for export, then deleted for good

Book a short demo: we show you the app with listings like yours, answer your questions and help you bring your data across.