CRM for Estate Agents: Win More Instructions and Close More Sales
Manage vendors, buyers, and properties without the complexity of enterprise systems.
The Challenges You Face
As a estate agents, managing client relationships comes with unique challenges:
- Keeping track of buyers, vendors, and properties
- Following up with leads quickly and consistently
- Managing long sales cycles with multiple parties
- Staying in touch with past clients for referrals
- Competing with larger agencies
- Coordinating between team members
How Kabooly Helps
Kabooly CRM is designed to solve these problems:
- Organised database of all contacts and properties
- Pipeline tracks every deal from valuation to completion
- Task management ensures timely follow-up
- Email campaigns to nurture your database
- Team collaboration on shared clients
- Track where your best instructions come from
Key Features for Estate Agents
Everything you need to manage your estate agents business effectively.
Contact Management
Keep all your customer information in one place, accessible to your whole team.
Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
Booking System
Let clients book appointments directly with you, synced to your calendar.
Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
Form Builder
Create contact forms and embed them on your website to capture leads automatically.
Simple Pricing for Estate Agents
Choose the plan that fits your business. No hidden fees, no surprises.
Starter
Perfect for small teams getting started with CRM.
Get Started- 3,000 contacts
- 3 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 3 forms
- 6,000 emails/month
Professional
For growing businesses that need more capacity.
Get Started- 10,000 contacts
- 10 team members
- 20 marketing lists
- 40 email templates
- 40 active deals
- 10 forms
- 20,000 emails/month
Enterprise
For larger teams with high-volume needs.
Get Started- 50,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- 100,000 emails/month
CRM Questions for Estate Agents
Can I track buyers, vendors, and properties together?
Yes, create contact records for buyers and vendors, and use notes and tags to link them to properties. Your pipeline tracks deals from valuation through to completion.
How do I manage long sales cycles?
Use the deal pipeline to track every opportunity through your sales process. Set reminders for follow-ups, and never let a deal go cold because you forgot to chase it.
Can I follow up with leads quickly?
Website enquiries create contacts automatically. See new leads in your pipeline and respond quickly while they're still interested.
How do other estate agents use Kabooly?
Estate agents typically use Kabooly to manage buyer and vendor relationships, track deals through the sales process, stay in touch with past clients for referrals, and understand which marketing brings instructions.
Can my team share client information?
Yes, team members can access shared contacts and deals with appropriate permissions. Activity is logged so everyone can see the latest updates.
How do I stay in touch with past clients?
Create marketing lists of past clients and send periodic updates. Happy past clients are a great source of referrals and repeat business.
Can I track where my best instructions come from?
Lead attribution shows which marketing channels bring enquiries. Know whether vendors find you through Rightmove, Google, referrals, or local advertising.
Is Kabooly suitable for independent agents?
Yes, Kabooly is designed for small and medium businesses. You get professional features without the complexity or cost of enterprise estate agency software.
Ready to Grow Your Estate Agents Business?
Start your free trial today and see how Kabooly can help.