How automation can fast-track your day and supercharge your team's success

In today’s competitive property market, Estate and Letting Agents juggle multiple responsibilities, from handling client communications and property management to keeping up with the ever-evolving regulations. The time-consuming nature of these tasks can easily take time away from an agent’s key objectives—building relationships with clients and selling and letting homes.  

This is where automation steps in. At iamproperty, we know how transformative automation can be for an agent’s daily workload, which is why it’s central to our CRM solution. Our CRM allows agents to choose from over 1,800 automation rules or create their own personalised workflows that save time, help them stay compliant, and allow them to focus on what they do best.  

Here are just a few ways iamproperty CRM automations can fast-track your day: 

Automate your admin

From SMS and emails to document handling, our automations take care of the admin, so you don’t have to.

Automations that work your way​ 

​We’ll work with you to create personalised automations to suit your agency’s needs. With thousands of existing and customisable rules, the possibilities are endless.​ 

Manage compliance without lifting a finger

Automate compliance reminders, job scheduling, and document management, to keep portfolios up-to-date and your clients informed—minimising risk with minimal effort.

Effortless property approvals and matches​ 

Automatically send listings to vendors for approval and instantly notify matching applicants of new properties. 

Simplify the offer process

When an offer is made, vendors and buyers are notified instantly. Once accepted, our CRM takes care of all the necessary follow-up communications.

While automation takes care of admin and repetitive tasks, it can’t replace the value of human interaction in the property industry. Some moments demand personal connection, such as celebrating a client’s first home purchase or guiding a family through the complexities of selling a property during probate. By automating time-consuming tasks and processes, agents can focus on delivering exceptional client experiences, helping them stand out in a competitive market, fast-track their day and supercharge their whole team’s success.  ​​​