A CRM that works the way you do.
Applicants, viewings, offers, tenancies, landlords and sales, in one system shaped around your stages, your words and your paperwork. Your team stops keeping their own lists, and you can see the whole business on one screen.
Everything your team keeps track of.
We start from how your branch actually works, the boards, the sheets and the inboxes, and build the screens around it. These are the parts most property businesses need.
What each applicant is looking for, recorded once, with new homes matched to the right people as soon as they come on.
Viewings booked online or by the team, confirmed and reminded automatically, with feedback captured straight after.
Every offer logged with the date, the amount and the response, against the advertised rent for lets and passed on in writing for sales.
Start dates, rent reviews, deposits and the paperwork for each tenancy, with the next action always visible.
Instructions, terms, homes and contact history for every owner, so anyone in the team can pick up a call.
Every sale from offer accepted to completion, with milestones, chasers and the whole chain on one screen.
Follow-ups assigned to a person with a date, and flagged to a manager when they slip.
Emails and attachments read and filed to the right home, applicant or deal for a person to check, and every filing can be undone.
Each person sees what their role allows, and who changed what is kept in a history nobody can edit.
From spreadsheet to system.
We build the CRM around your team, then move your records in without losing anything.
We sit with the sheets, boards and inboxes your team relies on and agree what the first version does.
Your stages, your fields and your words, built and shown to your team as we go.
Records moved from spreadsheets or your old system, checked with you before anyone relies on them.
A walkthrough for each role, and changes made quickly in the first weeks of use.
We host it, look after it and keep adding what your team asks for.
Who it is built for.
Joined to the rest of your day.
The CRM sits in the middle of the tools your team already uses, rather than adding another one to check.
Your shared inbox
Forward the inbox and emails are read and filed to the right record, with anything unclear set aside for a person to check.
Your website
Enquiries, viewing requests and valuation leads arrive in the CRM with the details already filled in.
Your current spreadsheets or system
Existing records brought across once, so the new system starts with your history, not an empty screen.
Your check providers
Referencing, ID and money laundering check providers you already use can be connected where they offer an official way in.
The rules your CRM keeps a record of.
Agents carry duties that come down to doing the right thing and being able to show it. A good CRM keeps that evidence as a side effect of everyday work.
One advertised rent, no bidding
Every written advert must show a single rent, and landlords and agents cannot invite or accept offers above it. No rent can be taken before signing, and usually no more than one month's rent between signing and moving in.
Anti-money laundering checks for agents
Estate agency businesses, including property finders, must register with HMRC for money laundering supervision before trading and check buyers and sellers. Letting agents are covered for homes let at £10,000 a month or more, a threshold that changed from euros to pounds on 30 June 2026.
Source: legislation.gov.uk, Money Laundering Regulations 2017, reg 13
Redress and client money protection for agents
Anyone doing lettings or property management work for landlords in England must belong to a government-approved redress scheme, and agents who hold clients' money must be in a client money protection scheme. Estate agents dealing in homes must belong to a redress scheme too.
Source: GOV.UK, Protecting clients' money if you're a property agent
Data protection complaints
Organisations must give people a clear way to complain about how their data is used, acknowledge complaints within 30 days and tell them the outcome.
Source: ICO, New data protection complaints law now in force
A summary to show where software helps, not legal advice. Checked against the sources shown on 23 October 2026.
Good questions.
Anything else, ask us on the call.
Why have a CRM built rather than buy one?
Can you move our data from what we use now?
Will the team actually use it?
Does AI make decisions in the CRM?
Can it handle both sales and lettings?
What if we want to leave one day?
Goes well with
Tell us how you work today.
A short call, your screen and ours. We listen to how your week runs, show you what we would build, and give you a fixed price in writing.
- Built around your process, not a template
- Hosted, looked after and improved by us
- One UK studio from first call to launch
Prefer email? semir@bozmaps.com