A buyer list that works for you
Requirements recorded properly once, then every new instruction matched against them automatically. The list stops being a filing cabinet.
TEMPLATES / ESTATE AGENCIES
Properties, viewings & buyer matching
Every listing, every registered buyer, and the match between them made the morning a property comes in.
Call the right five buyers the day a property lands, not the week after.
5–10 days
To a system your team is using
Your language
And your country's rules and currency
From €29
Per month, everything included
01 What you get
Viewings and what came of them
Booked, attended, and the feedback — which is what the seller actually pays you to report back.
The pipeline after the offer
Offer, acceptance, contract, completion. The stage where deals quietly die is the stage nobody was tracking.
Instructions that are ageing
Time on market, viewings generated and price history, so a conversation about reducing happens with numbers in front of you.
02 Who it is for
Built for estate agencies
Estate and letting agencies with two to fifteen agents, competing on who calls the right buyer first.
AND THEN YOU CHANGE IT
No two businesses in the same trade work identically, so the template is a starting point rather than a finished product. You describe how yours differs — the extra field, the different rule, the report someone asks for every month — and it is adapted. That keeps happening for as long as you use it.
03 Other starting points
Accounting firms
Client & deadline tracker
Every client, what they owe you, and which filing deadline is next — in one screen instead of a spreadsheet per person.
The resultStop missing filing deadlines and chasing documents by phone.
Law firms
Matters, hearings & billable time
Every matter, the next hearing date, and the hours nobody wrote down — recorded while the work is still being done.
The resultBill the hours you actually worked and never miss a court date.
Insurance brokers
Policies, renewals & commission
Every policy you placed, the date it renews, and the commission you are owed for it.
The resultRenew the book you already have instead of losing it quietly.
Close, but not quite your business? That is normal — the templates are a head start, not a catalogue. Tell us what you do →