Help center
How can we help?
Step-by-step guides to every part of Estate CRM, written for estate agents in Greece.
Getting started
Set up your agency, invite your team and bring in your data.
- How to set up your real estate agency in Estate CRM
- How to invite agents and staff to your agency
- User roles and permissions: Owner, Manager, Agent, Assistant
- How to turn on two-step sign-in (2FA)
Listings
Add properties, photos, agreements, brochures and share pages.
- How to add a property listing for sale or rent
- How to add listing photos, floor plans and a watermark
- How to track exclusive and open listing agreements
- How to create a property brochure PDF and share link
Contacts & matching
Clients, what they are looking for, and the listings that fit.
- How to add contacts and record what buyers want
- How property matching works for buyers and tenants
- How to e-mail new listings and price drops to clients
- How to merge duplicate contacts
New-build projects
Developments with blocks and units, price lists and availability pages.
- How to set up a new-build project with blocks and units
- How to import a developer's price list from Excel
- How to share a project price list and live availability
- How to show new-build projects on your agency website
Viewings, calendar & deals
Viewings, signed forms, the calendar, deals and reports.
- How to book viewings and get viewing forms signed
- How to see your viewings in Google, Apple or Outlook
- How to track sales and rentals in a deals pipeline
- How to see agent reports, commission and monthly targets
Newsletters & e-mail
Send from your own domain, newsletters, follow-ups and AI writing.
- How to send client e-mails from your agency's own domain
- How to send a property newsletter to your clients
- How to follow up new property enquiries automatically
- How to write property descriptions and messages with AI
Website & integrations
Your website, WordPress, XML feeds, portal leads, SMS and more.
- Show your listings on your own website with the API
- How to show your listings on WordPress
- How to send listings to portals with an XML feed
- How to publish your listings to Bazaraki
Account & billing
Plans, billing, exporting your data and leaving.
- How plans, users and billing work in Estate CRM
- How to export all your agency's data to Excel
- How to cancel your subscription and close your account
- How to choose where your notifications reach you