"We had a weekend full of viewings. I don't know who followed up with whom."

For estate agencies, rental agents and small property managers.

What slips in a property and estate agencies business

1. Leads and viewings are never followed up.
Every viewing gets a follow-up task for the agent who did it.
Anika, follow up with Saturday's 3 viewers at 12 Oak Street today.09:00
2. Fidelity Fund Certificates lapse.
Each agent's FFC renewal date is on their profile, with reminders.
Thabo, your Fidelity Fund Certificate renewal is due in 60 days.09:00
3. Lease renewals sneak up.
Lease end dates get reminders at the lead time you choose.
The Mokoena lease at Unit 4 ends in 60 days. Start renewal talks?09:00
4. Maintenance requests get lost in chat.
Requests mentioned in chat become items with an owner and a date.
Noted: Unit 4 geyser leaking. Pieter will arrange a plumber by tomorrow.09:00
5. Mandates and documents are hard to find.
Staff ask the bot for documents and get the right file.
Here's the latest mandate template. Sent from your documents.09:00

Illustrative examples. Names are made up.

Per-agent renewal dates.

End dates with lead times.

Moved for weekends and public holidays.

You choose which apply and enter your own dates. General guidance only; confirm dates with your accountant or the issuing body.

Recommended plan

Small agencies with up to 5 people fit Starter. Larger offices fit Team.

Excl VAT. 14-day free trial, no card needed.