EstatAI CRM

Spec sheet

Purpose

EstatAI CRM organizes buyers, sellers, landlords and tenants, and reminds agents who to follow up with.Read 12 Oct 2026 · estatai.co.uk

Audience

EstatAI says it built the CRM for estate agents and initially used it with white-label agency clients, including lettings agencies managing hundreds of properties across Greater Manchester.Read 12 Oct 2026 · estatai.co.uk

Support

The CRM page gives [email protected] for questions and says replies arrive within four business hours.Read 12 Oct 2026 · estatai.co.uk

Company

EstatAI describes itself as a remote software development team serving estate and letting agents in the UK, Dubai, the wider GCC and the USA.Read 12 Oct 2026 · estatai.co.uk

Activity history

Agents can log calls, emails and notes on each lead.Read 12 Oct 2026 · estatai.co.uk

Automated follow-up

YesRead 22 Sep 2026 · estatai.co.uk

Built-in tools

The CRM includes mortgage affordability, stamp duty, rental yield, commission, capital gains and investment tools, comparables pricing, neighbourhood reports, listing and social post writers, watermarking, and lead management.Read 12 Oct 2026 · estatai.co.uk

Connected products

The EstatAI chat widget can send website leads into the CRM inbox, and the Voice AI receptionist can answer calls and book viewings into the shared pipeline.Read 12 Oct 2026 · estatai.co.uk

Data handling

EstatAI says it does not sell personal data, uses Stripe for payment processing without storing card details directly, and retains widget conversations for 12 months.Read 12 Oct 2026 · estatai.co.uk

Lead pipeline

Agents can track leads by source, interested property and listing reference through new, in-progress and converted stages.Read 12 Oct 2026 · estatai.co.uk

Lead routing

YesRead 22 Sep 2026 · estatai.co.uk

Privacy and data

EstatAI says its privacy policy follows UK GDPR and the Data Protection Act 2018, and that client data is hosted on UK and EU infrastructure.Read 12 Oct 2026 · estatai.co.uk

Property records

The CRM stores property records, plot files and receipts by listing.Read 12 Oct 2026 · estatai.co.uk

Registration

The about page says UK company registration is planned and that the registration number will be shown once issued.Read 12 Oct 2026 · estatai.co.uk

Reminders

Each lead can have a dated next action, with overdue follow-ups highlighted at the top.Read 12 Oct 2026 · estatai.co.uk

Reporting

Reports cover total leads, interest, conversion rate, closed sales and sales value, with date-range filters.Read 12 Oct 2026 · estatai.co.uk

Team tools

Team plans allow lead assignment to negotiators and handoffs through a built-in messages inbox.Read 12 Oct 2026 · estatai.co.uk

Plans and prices

Every EstatAI CRM plan and price →

Where Specifiction places it

• Real Estate CRM Software#216 of 2497.2