Contacts and matching: add contacts or build profiles. Homey suggests the properties that fit each applicant, and you send them in one step.
AI estate agency CRM
AI estate agency CRM
AI tools to run your estate agency's sales.
What it is
One CRM for your agency's sales.
Leads, contacts, listings and offers in one place, with sales progression built in. Each sale runs on one shared case with the other parties. Homey's AI drafts, chases and completes the routine work on it.
Sales
Your sales day
Listings: publish to the property portals from one screen. Enter each property once.
Marketing material: brochures and window cards carry your branding only.
Tasks: each linked to its record, with an owner and a due date. Late tasks are marked.
Enquiries
Every enquiry has an owner.
One list: enquiries from every portal land together. Filter by property, type or stage.
Owners and deadlines: hand an enquiry to a colleague, set how fast it should be answered, see what is late.
After hours: AI answers the phone when the office is shut and adds the caller to your contacts.
Viewings
Viewings booked while you sleep.
Online booking: buyers choose a slot themselves.
Diary control: set the days, times and people available, and Homey offers only those slots.
Screening questions: ask a few questions before a viewing is confirmed. Questions you set. No advice or eligibility decisions.
Sales progression
Each sale moves forward on its own.
Tasks with owners: every step has a person and a date.
Reminders: they go out on their own, so your team doesn't have to chase.
Chain map: place every party and home in the chain on one map.
Sale at a glance: AI writes a short, current account of each sale. Where it is, who acts next, what is waiting.
Next steps: listed in order of priority.
One shared view: managers and progressors see the same picture, so a sale never stalls when someone is away.
AI across the work
AI that does the routine work.
New listings: add photos and a floor plan. AI writes a first draft for the vendor to approve.
Photos: edit inside the CRM. Tidy a room, correct the light, add furniture to an empty space.
Writing: draft emails and descriptions from a short prompt.
Your tone: teach the AI your agency's style from your best examples.
Translation: listings and messages for overseas clients.
Calls: AI takes the call and adds a record to the contact.
Your own AI helpers: set up a helper for a routine job. Try it in a safe test, then choose what it sends.
Your clients
Your own app for clients, in your branding.
Vendors: approve listings, read feedback, follow their sale. Onboard with a short questionnaire.
Buyers: book viewings, make offers, follow their purchase. After an offer, a prompt to supply ID and proof of funds.
Messages: clients and your team message in the app.
Updates arrive on their own, so clients ask less.
Everyone works on the same shared case.
Payments and services
Take payment for the services you offer.
Request payment for checks such as ID and anti-money-laundering, energy certificates and marketing packages, from inside the task. Clients pay in the app.
Lettings and property management
The same CRM for lettings.
Lettings: let empty homes and run tenancies. Set pre-qualification rules for applicants and run block viewings.
Property information: a questionnaire and a photo-and-measure tool capture each property's details.
Landlords: sign off repairs, check statements, see all their properties in the app, and get update notifications.
Tenants: log a repair in the app with pictures, and get AI guidance on simple fixes.
Property management: repairs, safety checks and renewals together.
Client accounting: rent collection, bills and landlord statements.
Agent app: the CRM in your hand.
Partners
Partners and contractors
Partner referrals: track each referral and the commission it earns.
Contractors: assign and follow maintenance jobs, and check contractor certificates.
Reports and goals
See how the agency is doing.
Results for the whole agency, a branch or one property.
Targets for each person, tracked against results.
Listing reports, including the sentiment in viewing feedback.
Vendor report emails written by AI and sent in one tap.
Leaderboards, and as many dashboards as you need.
Seamless with your systems
Fewer tools. No moving out.
You don't have to move out of your systems. Homey works with the tools you already use. It connects to the property portals, your accounting and your other systems through an open interface, so your data moves across once. As your data comes together, you retire the tools you no longer need.
Support
Real people to help you get set up and keep going: training, answers to common questions and a team you can contact.
Your move
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