Property CRM vs UplevelRE

Property CRM is a cloud-based property management and compliance system for estate agents, letting agents and property managers, with workflows spanning sales and lettings. Teams can match properties with enquiries, manage viewings and offers, handle tenant referencing and leases, track rent rolls and repairs, and maintain client and contact records. Document tools include templates for letters and emails, alongside tasks, logs, appointments and an Outlook-synchronised diary. Compliance functions include time-stamped offers, AML identification, GDPR tools, engagement letters, compliance tracking, a PRSA document library and client account reconciliation. Integrations listed include Outlook 365, Word, Eircode, property portals, social media, SMS, Google Maps and DocuSign; other named connections include telephone integration and Bid Now. The Azure-hosted service is accessible on PCs, laptops, tablets and smartphones, and is listed for Android, iOS and web. Property CRM is based in Ennis, County Clare, and says it is tailored to the Irish market. Pricing is on request; the brochure lists a €1800 website build, €25 per month site maintenance and a €250 one-time telephone integration setup fee.

UplevelRE combines real-estate CRM, email, phone, marketing, and website tools in a web platform. Its CRM organizes contacts, deals, pipelines, smart lists, and client records containing communications, listing views, and tasks. A unified inbox combines email, texts, and call history in client threads, with two-way Gmail sync. Ask Jan uses workspace context to answer questions and draft messages; messages require user approval before they are sent. Visual workflows can react to new leads, pause, branch according to replies, and continue follow-up. Marketing tools include agent and listing websites, automated listing alerts, bulk SMS, and email campaigns and drips. UplevelRE lists Gmail, Google Calendar, Google Drive files, MLS feeds, and phone numbers among its connected tools. MLS data sync requires membership verification for each market, and MLS & IDX is an optional paid add-on. The platform subscription includes free email support. Extra call minutes, texts, and emails beyond included allowances can incur usage charges, though there is no per-contact or per-lead fee. A 14-day trial is available; the pricing note lists a starting rate of $36.75/mo (annual).