Client Overview

A busy, multi-branch estate agency approached us to help modernize their operations. With growing pressure to move faster, deliver better client service, and manage increasing data complexity, their sales and lettings teams were overwhelmed with manual tasks and disconnected systems. They needed a solution to centralize information, streamline workflows, and leverage AI to support better decision-making.

The Challenge

• Sales and lettings teams were losing time juggling multiple systems for property data, customer communications, and local market research.

• Manual tasks such as follow-ups, valuation prep, and appointment scheduling consumed valuable hours.

• No centralized visibility into available properties, applicant journeys, or pipeline stages.

• Teams lacked access to on-demand market insights or data-driven selling suggestions.

• Leadership had limited real-time visibility into performance across locations.

Our Solution

We implemented our all-in-one AI-powered sales platform to simplify processes, increase efficiency, and provide intelligent support to the agency’s sales and lettings staff.

Real-Time Access to Property and Client Information

Agents were given a single interface where they could view every property’s full scope—including availability, features, valuation history, and marketing activity—alongside applicant and landlord profiles, contact history, and engagement. No more switching between platforms or chasing up colleagues.

AI-Powered Local Market Intelligence

With our AI chat assistant, agents could instantly retrieve insights on local area trends, pricing suggestions, and competitor activity. This helped them better advise clients, prepare for valuations, and tailor selling strategies to current market dynamics.

Automated Workflows for Time-Saving Efficiency

We introduced intelligent automation for key processes such as:

• Viewing confirmations and follow-ups

• Lead qualification

• Valuation reminders

• Applicant onboarding

• Document collection and storage

These workflows saved hours each week and ensured a consistent, professional experience for clients.

Smart Selling Suggestions

Our AI engine provided proactive recommendations to agents, such as:

• Best times to follow up with leads

• Properties suitable for specific applicants

• Local amenities to highlight in viewings

• Pricing adjustment alerts based on market activity

Performance Dashboards for Leadership

Custom dashboards gave managers and directors a clear view of property pipelines, agent activity, deal progression, and lead performance across branches. This enabled quicker decision-making and more focused team support.

The Results

• Up to 10 hours saved per week per agent through automation

• 30% faster lead-to-viewing conversion via smarter recommendations and follow-ups

• Full property and client visibility for agents at any stage of the process

• Real-time market intelligence available on demand

• Centralized system replacing spreadsheets, emails, and legacy tools