CRM FOR ESTATE AGENCIES
A free CRM trial for your estate agency
Clients, properties and viewings in one place. Test your daily workflow with your team before choosing a plan.
A free CRM for your agency's daily work
Keep buyers and property information together, review budgets and preferred areas, add notes and organise viewings. Assign work within your agency and use the dashboard to review pending viewings and clients to follow up. Fincta runs in a browser on a computer, phone or tablet.
Try it with one real workflow
- Create your agency and add a few clients, or import basic contacts from CSV.
- Record the client's requirements and assign the right agent.
- Arrange a viewing and add notes after the conversation.
- Return to the dashboard to review your next actions.
You do not need to move your entire portfolio on day one. Invite your team when the workflow makes sense to you. Invitations must use the same email the invited person uses for their account.
What happens after the promotion?
The planned Free tier includes one agent, 12 clients and 7 properties. Paid agency plans are €49/month for up to 6 agents, €89/month for up to 12, and €149/month for unlimited agents, excluding VAT. Paid plans include unlimited clients and properties.
Check the full pricing page before choosing a plan. The promotion is time-limited; creating an account today does not make the unlimited plan free forever.
What Fincta is not
It is not a source of guaranteed leads, a shared marketplace between unrelated agencies or an automated email campaign service. The current product works in a browser; it is not an App Store download. The follow-up tools help your team organise work, not replace client conversations.
Can I bring my contacts from Excel?
Yes, using CSV for name, surname, phone, email and nationality. Other fields require separate review. Read the import guide and its limitations before moving the whole database.
Can agents see everything?
The agency model distinguishes directors/admins and agents. Directors and admins have an agency-wide view; agents work with their assigned portfolio. This is not a feature for sharing private client data with other agencies.
