Properties and listing information
Structure property references, characteristics, availability and supporting media. Define who can publish or change a listing and how changes are reflected on a professional website.
Software shaped around your industry
Real estate software for properties, leads and files
An estate agency or property business manages relationships as well as properties. Enquiries move between advisers, viewings generate follow-up and documents arrive over several channels. ArchiSoftwares can create a CRM or management application that keeps each property and customer file understandable from the first contact.
Where daily work becomes difficult
- Know which adviser owns an enquiry and what follow-up was agreed after the latest conversation.
- Keep property availability, viewing history and listing information aligned across the people handling the file.
- Collect required documents without giving every employee unrestricted access to every customer record.
Modules to consider for your business
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Enquiries and viewing follow-up
Associate a customer’s criteria with relevant properties, scheduled visits and adviser notes. Build a clear follow-up queue so outstanding actions remain visible when colleagues hand over work.
Transaction and management files
Gather document checklists, agreed milestones and administrative payment records in the correct file. Separate property management needs from sales workflows when their responsibilities and reporting differ.
An example of a connected workflow
From enquiry to a documented next step
- 01Capture the enquiry and the customer’s criteria.
- 02Assign an adviser and propose relevant properties.
- 03Record the viewing and agreed follow-up action.
- 04Track the file’s documents and administrative milestones.
What to prepare for our first discussion
Prepare an anonymized customer file, a property listing, your viewing process and a document checklist. Explain whether your activity concerns sales, lettings, property management or several of these workflows.
Questions before starting
Can our website enquiries enter the CRM?
A connection can be assessed if you control the website or have access to its enquiry system. We define the information collected, assignment rules and permission to contact people before agreeing the integration.
Can we control which advisers see each file?
Access rules can distinguish advisers, managers and administrative staff. Your team must define shared listings, private notes and document sensitivity. Those rules should be tested with realistic examples before using live customer information.
Start with the process you want to improve
Tell us who uses your tools, where work slows down and what you need to see more clearly. We can define a suitable starting scope together.