Manage properties, track clients, and streamline operations with a customizable CRM tailored for your estate agency's needs.


Build a CRM for your estate agency with just the views and features you need. Adapt as your team grows or as your workflows change—no coding required.
Connect spreadsheets, CRMs, and listing systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Give agents, admins, and managers the right tools and access in your estate agency CRM. Set up secure logins, user groups, and tailored permissions—no IT required.
Provide agents, admins, and managers with customized dashboards so each role sees what’s most relevant for them.
Provide agents, admins, and managers with customized dashboards so each role sees what’s most relevant for them.
Connect with property portals and email tools to automate follow-ups, reminders, and lead management tasks.
Access and update listings or contacts on the move. Your CRM is mobile-ready out of the box.
Agents and staff log in securely using email, Google, or SSO—no IT setup needed.
Keep client and property data secure with SOC2 and GDPR compliance and robust access controls.
Agents can ask AI about leads, property status, or client info—get fast answers right in your CRM, powered by Softr.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Launch your estate agency CRM in minutes with drag-and-drop blocks and ready-made templates.
Add features like property tracking, lead management, or automated tasks as your agency grows.
Start with your CRM, then add client portals, dashboards, or forms—all in one place, no extra tools.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












Estate agency CRM software is a specialized platform designed to help estate agents manage client relationships, property listings, and transactions in one organized space. It allows your agency to keep track of leads, communications, appointments, and property details, making it easier to stay on top of every deal and provide a seamless experience for buyers, sellers, and your team.
Softr makes it easy to create estate agency CRM software tailored to your agency’s workflow. You can connect your data sources—like Airtable, HubSpot, Notion, or SQL—and set up a system where your team can manage property listings, track client interactions, schedule showings, and share documents, all in one place.
There’s no need to code. You can start with a template or customize your CRM from scratch, set up user roles, decide who can see or edit information, and brand it to match your agency’s identity. It’s quick to implement, easy to update, and flexible enough to grow as your agency’s needs evolve.
You can build a variety of features into your estate agency CRM software to match your workflow. Some common options include:
\- User logins – so agents and team members access their own dashboards
\- Custom dashboards – to track leads, sales pipelines, and property status
\- Forms – for capturing buyer inquiries, viewing requests, or feedback
\- File sharing – for uploading and sharing contracts, floorplans, and images
\- Search and filters – to quickly find clients or properties by criteria
\- Tables, lists, and detail views – for organizing listings, contacts, and tasks
\- Comments or status updates – to keep communication clear and traceable
\- Charts – to visualize sales performance and market trends
\- Calendar view – to manage showings, meetings, or key deadlines
\- Permissions and roles – so agents, admins, and managers only see what they need
All of these features are built using Softr’s drag-and-drop blocks, so you can set up and adjust your CRM without coding. If your agency’s needs change, you can easily update the software.
No coding is necessary. You can build your estate agency CRM software entirely with Softr’s visual editor. Everything from customizing layouts to managing user access can be configured without writing a single line of code.
Yes. You can manage multiple property buyers, sellers, and agency teams within a single estate agency CRM portal. Each user only sees the listings, contacts, and data assigned to them, based on their login and role. This is perfect for estate agencies working with several agents, offices, or customer groups at once.
Softr supports a wide range of data sources for your estate agency CRM. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also import data from other systems using the REST API.
You’re not limited to just one source. You can combine multiple data sources in your CRM and view them together—so, for example, your agency can see both property listings from Airtable and client interactions from HubSpot at once. Most sources support live, two-way sync to keep everything up to date automatically.
Yes, Softr gives you full control over the user experience in your estate agency CRM. You can tailor the layout, navigation, and content to match your agency’s brand and workflow. Each page or section can be shown or hidden based on who’s signed in, so agents, clients, or admins only see what’s relevant to their role.
You can also set up different user roles, such as agent, administrator, or property owner, and decide exactly what each role can view or update. For example, agents might only see their own clients and properties, while admins can access all records. You can create personalized dashboards and filtered views to streamline how each user interacts with the CRM, keeping everything secure and easy to use.
Absolutely! You don’t need to migrate data from another software to start using Softr for your estate agency CRM. If you’re starting from scratch, you can use Softr Databases—this is built right into the platform and integrates seamlessly with your CRM setup.
If you already track properties or client details in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can also connect those easily. The REST API connector lets you bring in data from other systems as well. Either way, you control exactly how property and client data appear in your CRM portal.
Yes, you can fully white-label your estate agency CRM software in Softr. You can use your own agency’s logo, brand colors, fonts, and custom domain to make the CRM feel like a seamless part of your business. You can also remove all Softr branding, so your team and clients only see your agency’s identity throughout the platform.
Absolutely. Softr gives you extensive flexibility to control both the design and layout of your estate agency CRM. You can adjust colors, fonts, spacing, and page structure to match your agency’s branding. You can also decide how each module is organized, select which blocks to use, and set what different users (like agents or landlords) see when they log in.
To display your property and client data, you can choose different block types based on your needs:
\- Table blocks – to show structured data like property listings, leads, or transaction pipelines
\- List or Card blocks – to highlight properties, agent profiles, or contact details
\- Detail View – to show one record at a time, such as a property or client profile
\- Forms – for collecting new enquiries or property submissions
\- Charts – to visualize sales performance or lead sources
\- Calendar blocks – to display viewing schedules or important deadlines
If your requirements change, it’s easy to update your CRM’s content and layout in Softr’s visual builder.
Softr is built with security at its core. All your estate agency CRM data is encrypted both in transit (TLS) and at rest, and the platform is hosted on secure, reliable infrastructure. You have full control over who can view or update information in your CRM, with role-based permissions, user management, visibility rules, and global restrictions to protect sensitive data such as client contacts and property details.
If your CRM connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time according to your permissions. You remain in control of your data and who can access or update it.
Softr follows industry best practices for authentication, access control, and monitoring so your estate agency’s information stays protected.
You can get started for free. Softr’s Free plan lets you publish one CRM app with up to 10 users and 2 user groups, with support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your agency needs more users or advanced features, you can explore the paid plans here: <https://softr.io/pricing>
Softr is designed to make it easy to create robust, user-friendly tools like estate agency CRMs, client portals, and internal systems—without writing any code. The key difference is how quickly you can go from idea to a fully functional CRM, and how smoothly it connects with your existing property and client data.
While some no-code tools focus on mobile apps (like Glide) or are built for developers (like Retool), Softr is made for teams that want full visual control over layout, user experience, and permissions. You can build your CRM on live data from sources like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded software that agents, landlords, and staff can log into.
Everything is customizable in the visual builder—from modules and branding to user access. Since Softr includes user roles, forms, conditional logic, and API support out of the box, you don’t need to piece together multiple tools to launch a polished estate agency CRM.
Yes. Softr offers a range of integrations so you can connect your estate agency CRM to the rest of your tech stack. You can sync with tools like Stripe for payments, Intercom for chat, and automate processes using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automations.
Whether you want to send new leads to another system, trigger notifications when a property status changes, or display information from external tools, you can build it right into your CRM without any coding.