• CRM for Property?

    We have experience working with PropTech to transform Dynamics CRM into a solution tailored for Lettings and Property Management.

CRM For Property


We have experience working with PropTech to transform Dynamics CRM into a solution tailored for Lettings and Property Management.

This combines CRM with Cloud Innovation alongside our experience in building, managing and supporting Property Sector Solutions:

For your Team
Empower your team with access to key market information and relationship data both in the office and on the move using an user-friendly any location, any device approach.
For your Partners
Build better relationships with your Clients, Landlords, Partners by using the cloud to share data and activities using powerful responsive portals.
For Managers
Help drive performance using a powerful bespoke Workflow Engine that enables client or property specific processes to be built in minutes rather than days - to build your teams diaries for maximum client performance. Analyse your performance in real-time by pulling data from a variety of sources into a single layer of property specific dashboards.


CRM for Property provides a responsive touch interface that builds on tried and tested designs to promote adoption by your sales and service teams.

  • Works in any Browser or Tablet.
  • Builds on Dynamics CRM for maximum Usability and Productivity.
  • Integrates with Outlook
  • App for iPhones and Mobile Devices

For Lettings and Property Sales

  • Track New Leads and Enquiries from Multiple Channels - from the Web, Property Portals, Email or ad-hoc.
  • Build a consistent process for tracking New Business and potential Gap Opportunities
  • Share key information and documents with the Prospective Tenant or Vendor throughout
  • Regular Invoicing for Lettings and Corporate Landlords
  • Clear Management of Sale Progression for Property Sales
  • Report on a consistent Pipeline to promote a clear view of Team Performance

For Property Managers

  • Integration with Google Maps and Postcode Anywhere to deliver a locational view of your business.
  • Platform for managing Property Contractors and 3rd Party Suppliers
  • Track and share Contracts, Documents and Service Requests with Suppliers
  • Inventory Management in the field via Cloud Apps
  • Track Job Completion and Performance

For Asset Managers

  • Build complex Workflows quickly and easily to help manage your Teams Diaries
  • Empowers Client Service by allowing a bespoke service to be delivered for each Client
  • Track spend on each Property to produce up to date balances on assets
  • Report in real-time back to your Clients using responsive portals


  • Flexible platform ready to be tailored to suit your business.
  • Built to be customised and move quickly to keep pace with change
  • Able to respond to the moving target of client requirements.

Management Reporting

  • Management Reporting via flexible interactive Dashboards
  • Ask questions of your data to uncover trends and analytics
  • Collect data via CRM, Outlook and Portals to then analyse in a 'big-data' approach - either via our propriety Web Dashboards or via Qlikview integrated with CRM

Get in Touch

Our solution is designed to provide a comprehensive solution for the Property Sector to build better relationships with their Clients, Tenants, Landlords and Suppliers. If this sounds like we can help your business, then please contact us today to discuss and demo our solution.

Get In Touch

Our Experience

  • Experience implementing CRM within the Property Sector
  • Our Product is a Solution and Service, not software

Power of the Dynamics Platform

  • Powerful Flexible Platform powered by the Microsoft or Partner Cloud
  • Built for the new ways of working - mobile first, cloud first, quick iterative design

Proven Apps and Extensions

  • Our IP to free data to collaborate across Apps, Portals and Integration
  • Partnering with the Best Tools in the Market

Don't just take our word for it, please click here to see a reference for our CRM for Property Solution from Countrywide Plc, Britain's largest Estate Agent and Property Services Group.

I'd Like To Know More

Most Recent CRM Consultancy Projects

  1. We have extensive experience of integrating Document Management between Dynamics and SharePoint – however we recently worked with a client that wanted to store Images in SharePoint alongside Documents, and so we looked at using Picture Libraries integrated into CRM. Our Document Management App typically allows us to create and access SharePoint Document Libraries from records within Dynamics. .... More

    SharePoint Image Galleries in CRM

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  2. When we think of reports we can sometimes think of big static spreadsheets of month-end data, and whilst these have their place, this kind of reporting can leave companies exposed to regular fixed reports that prevent drill-down or deeper analysis of the data. Often we see the requirement to provide clients with a more deeper look that empowers decision.... More

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  3. Whilst we live in an increasingly connected world using Portals, Email and Social Media to connect with our customers, sometimes nothing betters a well printed and formatted Letter or Report – particularly for communicating Client Updates or Contractual Information. This can be a problem for Dynamics CRM as the in-application Mailmerge Tools can be limiting, particularly for.... More

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    CRM Consultancy | 16/11/2016 13:15:00

  4. If you have worked with Dynamics CRM over time, then you will remember just how big an improvement CRM 2011 was over CRM 4 – bringing Dashboards, a new (back then!) and improved Office 2010 Interface, Field Level Security and the concept of Solutions amongst others. (In fact, back in 2010, I wrote a series of excitable blog.... More

    Upgrading Dynamics CRM 2011 to CRM 2016 (v8)

    CRM Consultancy | 25/08/2016 10:00:00

  5. At its heart Dynamics CRM is an endlessly customisable platform, and this freedom allows Partners such as ourselves to take the existing Service Module of CRM and build towards a true Asset Management System for tracking complex assets and managing Case Handler Diaries. Service Management within CRM allows for the creation of Process flows, Business Rules and.... More

    Asset Management CRM

    CRM Consultancy | 17/11/2015 16:52:12

  6. The Service Module of Dynamics CRM provides a strong customisable platform for Case Management and Service Ticketing - particularly when combining the powerful functionality for Activity Tracking through CRM and Outlook. However adding a front-facing Customer Portal provides the ability for the Customer to review their Case, the history of activities, and interact with the Agent online..... More

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