CRM for estate agencies

A CRM for the way your agency works.

Organise contacts, properties and viewings. Give each agent their portfolio and keep an overview as a director.

Clients and follow-ups

Budget, area, status and last contact, alongside the assigned agent. One place to pick up each conversation.

Properties and documents

Manage your property portfolio and the documents associated with each listing.

Viewings diary

Assign viewings, link clients and properties, and check your team's calendar.

Director's dashboard

Today's pending viewings, clients to follow up and recorded agency activity.

Inventories

Organise room-by-room inventories, add photos and generate a PDF.

Import and export

Bring your clients in with a CSV file and export them from My profile when you need to.

fincta.app
Fincta viewings diary with linked clients and fictional properties.
Real app screenshots. All names and data are fictional.

Your next conversation,
better organised.

Start with one client. Invite your team when you're ready.

A question before you start? Email us →