CRM Feature spotlight – Core Process Simplification

We’ve updated how you can add new records in our CRM, so if you’re a negotiator or administrator, adding new records every day, this feature update will really speak to you.

Instead of jumping between screens and repeating steps, you can now do it all in one smooth, joined-up flow. This includes new flows for booking sales and lettings appraisals or viewings

There are also simplified flows for adding new vendors, applicants, landlords, and properties.

Here’s what that means in practice:

• Create a new contact – vendor, landlord, or applicant.
• Link or create a property – all without leaving the process.
• Schedule the appointment – whether that’s a sales appraisal, lettings appraisal, or viewing.

The system even runs a conflict check behind the scenes, so you won’t accidentally create duplicates. It also tailors the options you see based on your role, keeping your experience relevant.

On average, what used to take over 6 minutes can now be done in under 3 – and across a busy branch, that’s hours saved every week.

This is especially useful for multi-branch agencies, where consistency matters. Every branch follows the same streamlined process, so your data stays clean and your team stays aligned.

It’s faster, easier, and just feels better to use. Once you’ve tried it, you won’t want to go back to the old way.

To get started, speak to your account manager or book a demo.

Watch the full CRM Reveal to find out what’s new