Our Top 10 Estate Agent CRMs

For independent estate agents, the ability to manage clients, properties and processes efficiently is an essential part of running a successful business. A great customer relationship management (CRM) system can transform the way your agency works – centralising information, automating tasks, improving follow-ups and, ultimately, helping you close more deals.

But with so many CRM options on the market, it can be tricky to decide which ones are actually worth your time and budget.

In this guide, we break down 10 of the most effective CRMs for estate agents in the UK, with a focus on tools tailored to the sector as well as customisable platforms that offer the flexibility needed to scale. Whether you’re a solo agent or a growing team, this list will help you find the right fit.

Why CRMs Matter for Estate Agents

A modern CRM system gives independent agents the ability to centralise operations, stay on top of client relationships, and run a more efficient, scalable business. Estate transactions often span weeks or even months, with multiple touchpoints along the way. 

Whether it’s a lead who’s not ready to sell just yet, a buyer awaiting updates, or a landlord juggling multiple properties, keeping all that information in your head — or even a spreadsheet — simply doesn’t cut it. This is where a dedicated CRM becomes invaluable.

Here’s how:

Client and Lead Management
A CRM allows you to store and track all your client interactions in one place — from the first valuation request to post-sale follow-up. You can see every email, call, note and meeting, making it easy to pick up conversations without anything falling through the cracks.

Automated Follow-Ups
Automated workflows let you nurture leads even when you’re busy. Whether it’s chasing up a valuation, confirming a viewing, or sending reminders to landlords, a CRM helps you stay front-of-mind without constant manual effort.

Matching and Search
Many CRMs include built-in applicant matching tools that help you identify the most suitable buyers or tenants for a given listing. This cuts down on admin time and allows you to respond faster to new instructions or enquiries.

Calendar and Appointment Scheduling
From viewings to valuations, managing appointments across your team can be chaotic without a shared system. Most CRMs offer built-in calendars or integrations with your existing tools, helping you avoid double-bookings and missed opportunities.

Marketing Integration
Modern CRMs can double as lightweight marketing platforms, enabling you to send branded emails, SMS updates, newsletters and even automated campaigns. This is especially powerful when combined with segmentation tools that let you target specific audience groups — for example, active buyers in a certain price range.

Reporting and Forecasting
A CRM gives you visibility over your pipeline and performance. How many valuations convert? Where are leads coming from? Which team members are bringing in the most business? This kind of data helps you identify bottlenecks and opportunities for growth.

Portal and Website Integration
For agents listing properties across multiple portals and platforms — Rightmove, Zoopla, OnTheMarket, and their own website — the right CRM can automate that syndication process, ensuring listings are updated in real-time and reducing duplication.

In short, a well-chosen CRM doesn’t just save time — it enables you to deliver a better experience to your clients, make smarter business decisions, and scale your operations without adding unnecessary overhead.

What to Look for in a CRM (And How to Choose)

Most CRMs offer a long list of features — but choosing the right one is less about the bells and whistles, and more about fit. Here’s what to prioritise:

Top 10 Estate Agent CRMs

1. Property Hive

🔗 wp-property-hive.com

An open-source WordPress plugin designed specifically for estate agents, Property Hive is a standout choice for agencies already managing their own websites. It offers deep customisation and tight integration with your listings and lead forms, making it especially attractive for budget-conscious or tech-savvy teams. In fact, our website packages for estate agents come with property hive integration, so we couldn’t recommend this WordPress plugin highly enough.

Pros

• Free core plugin with a wide range of paid add-ons
• Seamless integration with WordPress
• Highly customisable fields and workflows
• UK-based development team and community support

Cons

• Requires technical setup and ongoing management
• Limited formal customer support
• May not scale well for larger multi-branch agencies

✅ Best for: Agencies already using WordPress that want ownership and flexibility without ongoing subscription costs
💰Price: Free core, add-ons from ~£14/month
⚙️Customisation: High
📈 Scalability: Medium

2. Reapit

🔗 reapit.com

A heavyweight in estate agency software, Reapit is geared toward established agencies with multiple branches, complex workflows and larger teams. It offers an enterprise-grade platform (including the Reapit Foundations app ecosystem), powerful automation and deep reporting capabilities.

Pros

• Built for enterprise and multi-branch scalability
• Powerful automation and reporting features
• “Foundations” platform supports custom app development
• Excellent customer service and training

Cons

• High cost may be prohibitive for smaller agencies
• More complex onboarding process
• May feel over-featured for simpler workflows

✅ Best for: Larger agencies or franchises needing a scalable, high-performance CRM
💰Price: £££ (custom pricing based on agency size and features)
⚙️ Customisation: High
📈 Scalability: Very high

3. Dezrez (Rezi)

🔗 dezrez.co.uk

Dezrez offers a modern, cloud-first CRM called Rezi, designed to support growing agencies with fast-moving teams. The system is modular, meaning you can scale it up as your business grows, with extensive integrations and automation features that are updated regularly.

Pros

• Modular structure lets you pay only for what you need
• Strong automation and applicant tracking
• Frequent updates and feature improvements
• Cloud-based with good portal integration

Cons

• Add-ons can increase overall cost
• Slight learning curve for some users
• Support response times occasionally cited as slow

✅ Best for: Digitally minded agencies seeking a scalable, cloud-based CRM with strong automation
💰 Price: ££
⚙️ Customisation: High
📈 Scalability: High

4. Jupix

🔗 jupix.com

Jupix is a well-established, cloud-based CRM designed to unify sales, lettings and property management into one intuitive platform. Known for its ease of use and comprehensive training, it’s especially popular with small to mid-sized agencies looking for an all-in-one solution with minimal setup.

Pros

• Intuitive, user-friendly interface
• All-in-one platform for sales, lettings and management
• Reliable customer support and training
• Cloud-based for remote access

Cons

• Limited flexibility or customisation
• UI design feels dated in some areas
• May not suit highly complex agency setups

✅ Best for: Independent agencies seeking simplicity and reliable support in one unified platform
💰 Price: ££
⚙️ Customisation: Medium
📈 Scalability: Medium

5. AgentPro

🔗 agentpro.co.uk

AgentPro is tailored to UK estate and letting agents, offering a ready-to-use, compliance-focused CRM. It includes everything from client accounting and brochures to full portal syndication — making it attractive to agencies that want a no-fuss, out-of-the-box solution.

Pros

• Designed around UK compliance and workflows
• Offers built-in brochures and marketing tools
• Includes full portal feed functionality
• No major configuration needed

Cons

• Dated interface and less modern UX
• Fewer integrations with third-party tools
• Customisation is limited

✅ Best for: Agencies needing a complete package with minimal configuration, especially where compliance is key
💰 Price: ££
⚙️ Customisation: Low–Medium
📈 Scalability: Medium

6. Expert Agent

🔗 expertagent.co.uk

Used by hundreds of UK agencies, Expert Agent is a tried-and-tested CRM focused on reliability, ease of use, and core estate agency functions. It’s a good choice for smaller agencies or those new to CRMs, thanks to its accessible pricing and free setup.

Pros

• Affordable with no setup fees
• Core features like diaries, document storage, and applicant matching
• Well-established across UK estate agents
• Straightforward and easy to adopt

Cons

• Basic feature set compared to newer platforms
• Interface looks outdated
• Limited automation and marketing options

✅ Best for: Agencies looking for a low-friction CRM with all the essentials covered
💰 Price: £
⚙️ Customisation: Low
📈 Scalability: Low–Medium

7. Street.co.uk

🔗 street.co.uk

Street brings a modern, design-led approach to estate agency CRMs, focusing on user experience and automation. Features like AI-generated property descriptions and a branded client app make it a standout for agents who want to impress tech-savvy customers.

Pros

• Sleek and modern user interface
• Innovative tools like AI-generated descriptions
• Client-facing mobile app included
• Transparent development roadmap

Cons

• Premium pricing tier
• Feature set still growing compared to legacy platforms
• More suited to sales than lettings

✅ Best for: Forward-thinking agents who want a sleek CRM with strong client-facing features
💰 Price: £££
⚙️ Customisation: Medium
📈 Scalability: High

8. Alto

🔗 altosoftware.co.uk

Owned by Zoopla, Alto is a fully cloud-based CRM with robust features for client management, marketing, property tracking and portal feeds. Its strength lies in its deep integration with Zoopla, making it a natural choice for agents already in that ecosystem.

Pros

• Deep integration with Zoopla and portals
• Includes lead tracking, marketing and pipeline tools
• Scales well across multiple users or offices
• Strong reporting and workflow automation

Cons

• Works best for Zoopla-aligned agencies
• Higher cost compared to simpler CRMs
• Some complexity in setup and onboarding

✅ Best for: Agencies managing large portfolios, especially those already aligned with Zoopla
💰 Price: £££
⚙️ Customisation: Medium
📈 Scalability: High

9. HubSpot CRM

🔗 hubspot.com/products/crm

HubSpot is a general-purpose CRM with world-class marketing and automation features. While not built specifically for property, its flexibility makes it a strong contender for agents focused on lead generation, email marketing and client lifecycle tracking.

Pros

• Free tier available with core features
• Excellent for lead management and email automation
• Clean, intuitive user experience
• Extensive integration options

Cons

• Requires tailoring to fit property workflows
• Add-ons can raise cost significantly
• No native property or portal tools

✅ Best for: Marketing-led agencies that want to build long-term pipelines and nurture leads
💰 Price: Free core; upgrades from £40+/month
⚙️ Customisation: High
📈 Scalability: High

10. Zoho CRM

🔗 zoho.com/uk/crm/real-estate-crm.html

Zoho CRM is a highly adaptable system with a dedicated real estate template, offering great functionality at an accessible price. It excels at workflow automation, lead scoring and team collaboration, particularly for growing agencies.

Pros

• Real estate-specific version available
• Excellent value across pricing tiers
• Highly customisable with workflows and dashboards
• Broad integration ecosystem

Cons

• Requires time to set up and configure
• Less intuitive than purpose-built estate agency CRMs
• No built-in portal syndication

✅ Best for: Agencies that want a flexible, budget-friendly CRM with strong automation and reporting
💰 Price: £–££
⚙️ Customisation: High
📈 Scalability: Medium–High

Side-by-Side CRM Comparison

Tips for Implementing a New CRM

Choosing the right CRM is only the first step. To see a genuine return on your investment, successful implementation is just as important as the platform you choose. Too often, agencies pick a CRM with all the right features, but fail to get full buy-in from staff or overlook the practicalities of migrating data and embedding new workflows.

Whether you’re switching from another system or starting fresh, a well-planned rollout will help you avoid disruption, increase adoption across your team, and unlock the value of your CRM from day one.

Here are some best practice tips to ensure a smooth and effective implementation:

• Involve your team early
  Don’t just spring a new system on staff. Involve your negotiators, admins and managers in the research and trial phase. This ensures better buy-in and uncovers workflow issues early.
• Test before you commit
  Most CRMs offer a free trial or demo. Make use of it to explore features, check compatibility with your processes, and identify any training needs.
• Plan your data migration carefully
  Moving from spreadsheets or an old CRM? Clean your data first — remove duplicates, standardise formats — then migrate with care. Poor migration is one of the most common (and costly) pitfalls.
• Set clear goals and metrics
  Decide upfront what success looks like. Is it faster follow-ups? Higher valuation-to-instruction conversion? Make sure your CRM supports those KPIs and that you’re tracking them.
• Invest in training and onboarding
  Even intuitive platforms have a learning curve. Schedule onboarding sessions, create quick-reference guides, and assign a CRM “champion” internally to support the team.

Build Your CRM Into a Broader Digital Strategy

Choosing the right CRM is just the first step. At Superb Digital, we help estate agents build joined-up digital ecosystems — connecting CRMs to websites, feeding in SEO leads, and ensuring no opportunity is lost. We’ll also help you grow your CRM through free valuation requests and nurture existing leads with newsletters, campaigns and other content.

Book a discovery call to learn how we can help your agency grow faster and smarter with the right digital infrastructure in place.