AI-powered CRM cut lead response time by 67%
Built a custom CRM with AI enquiry triage, instant personalised responses, and intelligent lead routing — replacing five disconnected tools with one pipeline.
Independent Estate Agency
Try the live estate agent CRM demo
Explore the agent dashboard, claim a Rightmove enquiry, and see the vendor sale progress portal. The full build adds AI enquiry parsing, instant responses, and lead scoring on top of this pipeline.
Open live demoAgent
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Vendor
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CRM walkthrough
Illustrative demo — what we can build for your agents and your vendors.
Inside the CRM
Two separate experiences — agents run the pipeline with AI; vendors track sale progress.
AI copilot, overnight enquiry handling, and the deal pipeline.
Sale progress portal — what your sellers see when they sign in.
The problem
A high-performing estate agency with 14 staff was running on five separate tools: a portal for listings, a spreadsheet for leads, a calendar for viewings, email for offers, and a conveyancing tracker maintained by one admin. Rightmove and Zoopla enquiries landed in a shared inbox — someone had to read each one, guess priority, and forward it manually. Leads fell through gaps. Agents couldn't see the full picture on a property. Response times suffered because no one owned the handoff between enquiry and viewing.
Our approach
Unified deal pipeline
Every property and lead tracked through a single pipeline from first enquiry to completion. Stages, owners, and next actions visible to the whole team.
AI enquiry intelligence
Incoming portal enquiries are parsed automatically — buyer details, property, budget signals, and viewing intent extracted without manual copy-paste. AI scores each lead by urgency and fit, drafts a personalised first response in the agency's tone, and sends it within minutes while the enquiry is still hot.
Intelligent lead routing
AI and workload rules assign each enquiry to the right agent by area, availability, and conversion history. Agents receive notifications with a full context summary — not a raw portal email — so they can call back prepared.
AI-assisted deal history
Viewing notes, vendor emails, and offer threads are summarised on each deal record. Any agent can pick up a conversation without asking colleagues what happened — the system surfaces what matters next.
Results
- Average lead response time reduced from 4.2 hours to under 90 minutes
- 98% of portal enquiries receive a personalised AI acknowledgement within 2 minutes
- 100% of active deals tracked in one system — zero spreadsheet shadow processes
- Viewing-to-offer conversion improved by 22% through faster, better-informed follow-up
- Admin time on conveyancing tracking reduced by 11 hours per week
“We'd tried three off-the-shelf CRMs. None understood how estate agency actually works. Now enquiries are triaged and answered before an agent even opens their laptop — and when they do, everything they need is already there.”
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