Lead management
Capture, score, assign and follow up on every lead from one view. Round-robin assignment means no enquiry sits unanswered.
PropertyVise is the AI-powered CRM for real estate agencies. Leads from your ads, portals and WhatsApp land in one pipeline, follow-ups run themselves, and every deal is tracked through to commission.
Three stages, one record. Select a stage to see it in motion.
Leads from listing portals, WhatsApp, email, website forms and social arrive in a single pipeline and are assigned to the right agent straight away.
AI scores each lead, sends the first reply, reminds agents at the right moment and books viewings, so no enquiry goes cold while your team is out.
Track every deal to completion and calculate commission splits between agents, the agency and referrers automatically, ready for month end.
Capture, score, assign and follow up on every lead from one view. Round-robin assignment means no enquiry sits unanswered.
Portal enquiries flow straight into your pipeline.
Every message logged to the lead.
Deals, splits and payouts per agent.
Agents get new leads on the go, between viewings.
Role-based access for owners, managers, agents and back office. See every branch's pipeline in one place.
Most brokerages start on Excel and WhatsApp. That works until leads slip through, follow-ups are missed and nobody can see the whole pipeline. PropertyVise keeps the tools you like and puts them on one record.
Read the common questions| Capability | Excel + WhatsApp | PropertyVise |
|---|---|---|
| Portal lead capture | Copy and paste | Automatic |
| Follow-up reminders | Memory | Automated |
| Pipeline visibility | Per person | Whole team |
| Commission tracking | Manual sheets | Built in |
| Access control | Shared files | Role-based |
| Mobile access | Limited | Mobile app |
“PropertyVise has completely changed how we manage our real estate business. We used to rely heavily on Excel and manual processes, which took a lot of time and made things harder to keep track of. Now, with PropertyVise, much of that work is automated, our team works more efficiently, and managing our daily operations feels a lot simpler.”
Every brokerage works differently, so we shape PropertyVise and its pricing to fit. Tell us about your team and we will come back with a clear quote.
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Not seeing yours? Book a demo and we will go through it together.
Honestly, plenty of agencies start there and it works for a while. The trouble comes when leads slip through, nobody remembers who followed up, and you cannot see the whole pipeline. PropertyVise keeps WhatsApp in the picture but puts every lead, message and deal on one record.
That is the number one thing we design for. It works on the phone between viewings, and agents keep chatting with clients on WhatsApp like they do today. The busywork of logging and reminders is what we take off their plate.
Yes. Enquiries from those portals come straight into your pipeline instead of being copied over by hand, and WhatsApp Business, Gmail, Outlook and Google Calendar connect as well.
When a deal closes, PropertyVise works out the split between the listing agent, the agency and any referrer, and keeps a record per agent. At month end you have clear numbers instead of a spreadsheet to reconcile.
Yes. Owners and managers can see every branch in one place, while each agent only sees what they should. Access is set up by role.
It depends on your team size and what you need, so we quote it for you rather than guess. Contact us and we will come back with a clear number.
Book a 15-minute walkthrough and we will show PropertyVise with your own workflow in mind.