Running an estate agency means juggling viewings, valuations, vendor calls, portal leads, and compliance paperwork all at once. Good CRM software for estate agents pulls all of that into one place, so nothing gets missed and no lead goes cold. In this guide, we look at 20 platforms worth a look in 2026, starting with a Salesforce-based option from Sailwayz, then moving through the specialist property CRMs and general-purpose tools that estate and letting agents use across the UK.

Why a Dedicated CRM Matters for Estate Agents

A spreadsheet and a shared inbox can only take a small agency so far. As your applicant list grows and your portal leads pile up, a proper CRM starts to earn its keep. Here’s what a good one should do for you:

• Match applicants to new listings automatically
• Pull leads straight from Rightmove, Zoopla, and OnTheMarket
• Track a sale or let from valuation through to completion
• Send viewing confirmations and follow-ups without manual chasing
• Keep compliance records (AML, right-to-rent, tenancy documents) in order
• Give branch managers real visibility over pipeline and performance

With that in mind, here’s our rundown of 20 CRM options for estate agents.

1. Sailwayz – Salesforce Set Up for Estate Agencies

Sailwayz is a Salesforce consulting partner based in Preston, UK, and it’s our first pick because it takes a different route to most names on this list. Rather than selling a ready-made property CRM, Sailwayz builds and configures Salesforce around the way an estate agency actually works.

That means an agency gets Salesforce’s Sales Cloud as the backbone, then a set-up built around applicant matching, pipeline stages for sales progression, automated follow-up tasks, and reporting dashboards for branch performance. The team there also handles data migration from an existing system, so agents moving off an older platform don’t lose their applicant and vendor history in the process.

This route suits agencies that want more flexibility than an off-the-shelf property CRM allows or that already use Salesforce elsewhere in the business (for finance, HR, or another division) and want their property data on the same platform. According to their about page, the team holds over 50 combined Salesforce certifications between them and offers a free consultation to talk through what a build like this would look like for a particular agency.

2. Alto

Alto is one of the most widely used CRMs among UK estate and letting agents, with thousands of agencies and tens of thousands of users on the platform. It covers listings, applicant matching, marketing, and portal feeds in one system, and it’s owned by Houseful, the same group behind Zoopla.

3. Repeat

Reapit is aimed at larger and multi-branch sales chains that need enterprise-level CRM capability. Its Foundation Platform offers applicant matching, automated follow-up sequences, and vendor management, and pricing sits at the higher end compared with independent-agency tools.

4. Street.co.uk

Street.co.uk builds artificial intelligence into the middle of the platform rather than bolting it on as an add-on. It covers property listing setup, photo editing, out-of-hours lead handling, sales progression, compliance, and reporting, which makes it a good fit for agencies that want AI connected to live pipeline data rather than just content generation.

5. Dezrez

Dezrez is another established name in the enterprise tier of UK estate agency software, sitting alongside Reapit and Veco. It offers workflow automation and covers the main sales and lettings process from instruction through to completion.

6. Loop

Loop is built around market data, giving agents insight into local pricing trends alongside the usual pipeline and applicant tools. It suits agencies that want their CRM to double up as a prospecting and valuation aid.

7. Jupix

Jupix is a web-based CRM aimed mainly at independent agencies running one to three branches. It keeps things simple with dependable everyday features, portal feeds, and a mobile app that can work offline during viewings. Jupix is owned by Houseful, Zoopla’s parent company, and its pricing generally sits below the larger enterprise platforms.

8. Veco

Veco sits in the enterprise tier of UK estate agency software, built for agencies that need detailed reporting and pipeline control across several branches. It’s often compared directly with Reapit and Dezrez when a multi-branch chain is choosing between the bigger platforms.

9. Arthur Online

Arthur Online focuses more on lettings and property management than sales, with tools for maintenance tracking, tenant communication, and rent collection built in alongside the usual CRM functions. It’s a solid pick for agencies with a large managed lettings book.

10. MRI Software

MRI offers property and CRM tools aimed at larger portfolios and mixed residential and commercial books. It’s more common among agencies that manage property on behalf of landlords and investors at scale, rather than smaller sales-focused branches.

11. 10 nineties

10ninety publishes clear entry-level pricing, which makes it easier to budget for compared with platforms that only offer a quote after a sales call. It covers the main estate agency workflow: instructions, applicant matching, and portal uploads.

12. Apex27

Apex27 is a web-based CRM covering residential sales, lettings, commercial property, and auctions in one system. It stands out because its pricing is published openly rather than hidden behind a sales enquiry, which is useful if you want to compare costs before booking a demo.

13. ExpertAgent

ExpertAgent has been running for two decades and bundles a website builder into the CRM, so an agency can manage both its property data and its public-facing site from one supplier. This suits smaller agencies that want to avoid managing separate contracts for their software and their web presence.

14. Rex Software

Rex Software is used across the UK, Australia, and New Zealand and has made AI features a main part of its product plans rather than an occasional extra. It’s worth a look if AI-assisted lead handling is high on your list of requirements.

15. Spectre

Spectre is a specialist prospecting tool rather than a full CRM, built to help agents identify and target off-market vendors. Agencies that already have a CRM but are struggling to win new instructions sometimes run Spectre alongside it to fill that specific gap.

16. Pipedrive

Pipedrive is a general-purpose sales CRM that estate agents sometimes rework by relabelling its pipeline stages for sales progression. It has straightforward per-seat pricing and a clean interface, though it doesn’t include property-specific features like applicant matching or portal feeds out of the box.

17. monday CRM

Monday CRM is quick to set up and easy for a small team to learn, with customisable boards that can be changed to track viewings, offers, and completions. It requires a minimum number of seats on its paid plans, so it suits a small team rather than a sole agent.

18. Zoho CRM

Zoho CRM offers a free tier and low-cost paid plans, making it a reasonable starting point for a very small or newly formed agency that isn’t ready to commit to a property-specific platform. Like Pipedrive, it needs manual configuration to fit an estate agency’s workflow.

19. HubSpot CRM

HubSpot’s free CRM tier gives a small agency contact management, email tracking, and simple pipeline tools at no cost, with paid tiers adding marketing and automation features as the business grows. It’s a common starting point for agencies dipping a toe into CRM for the first time.

20. Capsule CRM

Capsule CRM is a straightforward, contact-focused CRM that some smaller agencies use for vendor and applicant records when they don’t need the full weight of a property-specific system. It’s easy to learn, though again, it takes some setup work to fit property sales stages.

How to Choose CRM Software for Estate Agents

With this many options, picking one comes down to a few practical questions:

1. How many branches do you run? A sole agent or small independent rarely needs an enterprise platform like Reapit or Veco. A multi-branch chain will outgrow a lighter tool quickly, though.
2. Do you need portal connections out of the box? Property-specific platforms pull leads from Rightmove and Zoopla automatically. General CRMs like Pipedrive or Zoho need extra setup to do the same job.
3. Is compliance a big part of your workload? Lettings-heavy agencies handling AML checks, right-to-rent, and tenancy documents should weigh compliance tracking heavily in the decision.
4. Do you already use a CRM elsewhere in the business? If your finance or HR teams already run on Salesforce, a build like the one Sailwayz offers keeps everything on one platform rather than adding a second system to manage.
5. What’s your budget per seat, and does pricing scale the way you expect? Some platforms charge per user; others charge a flat monthly fee regardless of headcount, so check which model suits how you plan to grow.

There isn’t a single right answer here. A five-person independent agency and a fifty-branch chain have different needs, and the best CRM software for estate agents is the one that matches the size and shape of your business, not the one with the longest feature list.

Picking the right system takes a bit of homework, but it pays off in fewer missed leads and a smoother day for your whole team. Whether that means an off-the-shelf property CRM or a Salesforce consultant build from a partner like Sailwayz, the goal stays the same: one place to manage every applicant, vendor, and deal from first enquiry to completion.

FAQs

What is the best CRM for a small independent estate agency? 

Smaller independents tend to do well with Jupix, 10ninety, or ExpertAgent, since these keep pricing manageable and cover the main workflow without the cost of an enterprise platform built for large multi-branch chains.

Can estate agents use a general CRM like Salesforce instead of a property-specific one? 

Yes. Salesforce consultant isn’t built for property out of the box, but a consultancy like Sailwayz can configure it with applicant matching, pipeline stages, and reporting suited to an estate agency’s day-to-day work.

Do estate agency CRMs integrate with Rightmove and Zoopla? 

Most dedicated property CRMs, including Alto, Reapit, and Street.co.uk, pull leads and sync listings with the major portals automatically. General-purpose CRMs usually need a separate connection or manual upload.

How much does CRM software cost for estate agents? 

Pricing varies widely. Some platforms publish per-seat pricing from around £10 to £35 a month, while enterprise systems like Reapit are usually sold by quote and can run well above £100 per user monthly.

Is it worth switching CRM systems if my agency is growing fast? 

Often, yes. A system that suited a two-branch agency can slow down a five-branch one. Look at your applicant volume, branch count, and reporting needs each year, and switch if your current platform is holding back day-to-day work.