CRM Feature spotlight – Sales Progression Actions

Once a sale reaches exchange or completion, there’s still a long list of tidy-up tasks to take care of in CRM – archiving records, updating statuses, removing listings from portals, and more. It’s all important, but it’s repetitive and time-consuming. That’s where Sales Progression Actions comes in.

This feature lets you set up automated actions that trigger at these key activities, so the system does the heavy lifting for you.

With Sales Progression Actions, you’re in control of what gets automated:

• Which actions to trigger on exchange – like updating board statuses or changing a property’s marketing status.
• What should happen on completion – from archiving the property to removing it from portals.
• Whether rules apply to one branch or your entire network.

Once it’s set up, all it takes is a click to confirm, and the system handles the rest – with safeguards in place to prevent changes to the wrong records.

Why it matters

These tasks may be small on their own, but across every sale they add up – and that’s where automation makes the biggest difference.

The benefits are twofold:

1. Time saved – agents spend less time on repetitive admin.
2. Improved accuracy – cleaner data feeds straight into your reporting, giving you better insights.

For multi-branch operations, this means consistency across the network. For smaller teams, it frees up valuable time to focus on the next instruction rather than tidying up old ones.

It’s built to support you – keeping you in control, but taking away the repetitive tasks that don’t add value.

Ready to get started? Explore our Help Centre articles or speak to your account manager.

Not a CRM customer yet? Book a demo to see Sales Progression Actions in action.

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