Are you still building brochures by hand, manually chasing leads, or tracking compliance deadlines in spreadsheets?
If so, your estate agent CRM isn’t pulling its weight.
Your choice of platform should do more than just store contacts. It should sit at the heart of your estate agency, helping you spend less time on admin and more time on winning instructions and closing lets.
Whether you’re a solo agent or managing multiple branches, Alto is the last CRM you’ll ever need – it brings together marketing, sales, compliance, client comms and accounting in one powerful, easy-to-use platform.
To help you see how your existing CRM stacks up, here are 40 everyday jobs your CRM should be handling…
Lead generation & marketing
1. Auto-generate property listings from pre-filled data
Still building listings from scratch? That’s a major time-waster. Your CRM should pull in all the key info you’ve already captured – including address, photos, floorplans – and generate a polished listing in seconds.
2. Create and send branded brochures in minutes
The same goes for brochures – your CRM should make this effortless. You want to be able to select a property, hit a button, and generate a professionally branded PDF ready to send or print.
3. Capture and convert web leads into the CRM
Still copying lead details from emails or portals? Your CRM should automatically import and assign them, ensuring no opportunity slips through the cracks.
4. Track marketing ROI across channels
If you’re not sure what’s working, you’re wasting your marketing budget. Your CRM should show you performance by channel – so you can double down on what’s actually delivering leads.
5. Automate nurture emails for cold leads
Not every lead is ready to buy or let today. Your CRM should keep them warm with scheduled follow-ups and relevant updates – without you lifting a finger.
6. Generate social-friendly listing snippets
Your CRM should help you stand out online with ready-made content for Facebook, Instagram or LinkedIn – no need to start from scratch.
7. Book viewings from listings automatically
Let applicants book their own appointments online, with your CRM syncing availability and confirming the slot. No more playing phone tag!
8. Enable digital property questionnaires
Still using paper forms or PDFs? Your CRM should send and store digital questionnaires, capturing buyer or tenant preferences in minutes.
9. Run targeted campaigns to client segments
Your CRM should help you run smarter marketing. Filter by criteria – like landlords with expiring tenancies – and send tailored emails with a few clicks.
10. Track appraisals and campaign outcomes
You shouldn’t be guessing which activities are converting. Your CRM should track every valuation and show you what’s turning into instructions.
Sales & lettings progression
11. Log applicant info and automate comms
Your CRM should record every detail and trigger updates automatically – keeping applicants informed and reducing calls.
12. Match applicants to properties using preferences
Still scrolling through listings manually? Your CRM should instantly suggest suitable properties for individual applicants based on saved search criteria.
13. Send feedback requests post-viewing
Your CRM should automatically prompt for feedback – helping you keep vendors informed and adjust listings based on real input.
14. Auto-notify vendors of progress
No more chasing updates. Your CRM should send vendors instant notifications when viewings are booked or offers come in.
15. Track sale stages in real time
From offer to exchange to completion, your CRM should give you and your team a clear view of where every sale stands.
