Estate Agency Workflow Automation with Askpilot and CRM
AI can do more than draft emails and summarise documents. With Askpilot and iamproperty CRM, agents can use AI to set up and run complete workflows across their agency.
Property data can give Estate Agents a real advantage when it comes to prospecting, valuations and winning new instructions. But having access to more data isn’t necessarily the answer. Knowing what to do with it is what makes the difference.
The real opportunity comes when property data helps you answer practical questions: Where should my team focus today? Which prospects are showing signs of intent? What has happened with this property before? And what insight will make my next client conversation more valuable?
That’s where the Marketing Toolkit comes in.
Bringing property data, market activity, prospecting insight and client engagement together, the Marketing Toolkit helps agents turn information into action – identifying opportunities, personalising conversations and winning more instructions.
With new Smart Leads, Property Profile and enhanced Sales and Lettings Property Reports and Property Comparison tools, there are now even more ways to turn insight into action.
Millions of property records create millions of potential opportunities. The challenge is knowing where to focus.
Marketing Toolkit already helps agents narrow that opportunity through on- and off-market prospecting, daily property updates and Smart Filters. Agents can identify everything from properties that have been on the market for an extended period or reduced in price, to likely movers and homeowners who haven’t moved for a number of years.
Smart Leads takes this a step further, bringing high-potential opportunities directly to the Marketing Toolkit homepage.
Rather than relying on your team to find every opportunity themselves, Smart Leads surfaces properties based on activity and engagement signals, including:
It gives teams a clearer starting point, helping them focus their time on the opportunities that matter most rather than searching for them.
Identifying an opportunity is only the beginning. The next question is: What do you know about it?
The new Property Profile brings the information surrounding an individual property into one connected view.
Agents can see property details alongside its transaction history, market activity, previous Market Appraisals, direct mail activity and notes. Sales and Lettings information can be viewed separately or together, giving teams better context around the property’s journey.
That context can make a real difference when it comes to prospecting.
Instead of approaching a conversation with an address and a handful of basic facts, your team can understand what’s been happening around that property first. Has the asking price changed? Has the property previously been appraised by your agency? Has the prospect engaged with your marketing? What activity has already taken place?
It’s all useful context that can help make the next conversation more relevant.
From the Property Profile, agents can create a Market Appraisal, produce Property Reports and Property Comparisons, send mailers, add notes or mark a property as a Smart Lead – turning insight into action without jumping between different areas of the platform.
Property data isn’t only useful for finding prospects. Used well, it can also help demonstrate your expertise once you’re speaking to them.
Our Property Reports for Estate Agents turn property and local market data into clear, useful insight that’s easy to share and discuss with clients. Created directly within Marketing Toolkit, they bring that information together in a professionally branded reports.
For Sales, that means bringing together property information, market trends and local area insight. The same capability now extends into Lettings, giving agents relevant rental property and local market insight too.
The Lettings Property Report, for example, can bring together property statistics and EPC information alongside rental market data, nearby Lettings activity, planning information, local services, transport, broadband and other useful area insight.
Instead of simply telling a landlord that you understand their property and local market, you can put relevant information in front of them to support the conversation.
The same principle applies when discussing where a property sits within its local market.
Property Comparison lets agents compare nearby on- and off-market properties side by side, using information including pricing, tenure, property history and local property market data.
With templates available for both Sales and Lettings, agents can use relevant market evidence to support conversations with sellers and landlords.
It’s not about replacing an agent’s local expertise with data. It’s about giving that expertise more evidence.
When a client asks how you’ve reached a particular valuation or rental value, having relevant comparisons readily available can help you explain your thinking, build trust and have a more informed conversation.
Of course, insight is only valuable if you do something with it.
This is where the wider Marketing Toolkit connects the dots.
Property and market data can be used to create more targeted prospecting audiences through Smart Filters, while Trigger campaigns help agents react to events such as price reductions, cancelled sales, withdrawn properties and time on market.
Automations can then keep relevant campaigns running in the background, helping teams stay in front of the right prospects without adding more manual work.
Together, this creates a more connected approach:
Spot an opportunity. Understand the property. Take action. Track engagement. Follow up with better context.
Rather than data sitting separately from your marketing activity, it becomes part of the process.
Property market data can help agents step back from individual opportunities and understand the bigger picture across their local area.
Marketing Toolkit’s Competitor Analysis helps agents understand what’s happening across their local market: who’s listing, who’s selling, where prices are being reduced and how quickly properties are moving.
That insight gives you a clearer view of your own market position, where opportunities are emerging and where to focus your activity.
Combined with property-level insight, it means data can support decisions at both ends of the spectrum – from your overall market strategy right down to the next prospect your team could contact.
More data isn’t necessarily the answer for Estate Agents.
More useful data is.
Data that helps your team spot an opportunity sooner. Understand a property before making contact. Add evidence to a valuation. Give a landlord relevant rental market insight. Personalise a campaign. Know when a prospect starts engaging.
That’s what the latest Marketing Toolkit enhancements are designed to do: make property data for Estate Agents more actionable, connecting insight with the decisions and conversations that happen every day.
With Smart Leads, Property Profile, Sales and Lettings Property Reports, Property Comparison, prospecting insight, campaigns and Competitor Analysis all within one solution, agents can spend less time looking for information and more time putting it to work.
Turn property insight into action and uncover more opportunities with the Marketing Toolkit.
Ready to make your property data work harder?
Book a demo to see how Marketing Toolkit can help you identify opportunities, strengthen client conversations and win more instructions.
AI can do more than draft emails and summarise documents. With Askpilot and iamproperty CRM, agents can use AI to set up and run complete workflows across their agency.
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