CRM feature Reveal – here’s what’s new

Our latest CRM updates have been all about speed, visibility and better day-to-day tools for your team.

You can watch the full webinar above or here’s a quick look at what’s new:

Sales & Lettings Reporting

New dashboards make it easier than ever to track activity and performance – from appraisals and listings to tenancy move-ins and offer-to-instruction ratios.
You can filter by branch or timeframe, and it’s built for real-time use. It brings all your sales and lettings reporting together in one clean, real-time view.

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Sales Progression Actions

This feature will really save you time on sales progression admin. Archive properties, delist from portals, update boards – all automatically triggered when contracts are exchanged or a sale completes. Set it up once and let the system handle the rest.

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Core Process Simplification

We’ve streamlined the way you create records. With Sales and Lettings records creation and flows, such as viewings and appraisals. For example you can now add a vendor, link a property, and schedule an appraisal – all in one smooth, joined-up journey. It’s faster, easier, and completely tailored to your role.

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Two-Way SMS Inbox

Communication is smoother too, with our fully integrated SMS inbox. Share a team number, reply from CRM, and pick up client chats mid-thread – even if someone else started the conversation.

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Each of these features has been designed to make your CRM work harder – so you and your team doesn’t have to.

Want to try them out? Speak to your account manager or book a demo.