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Real estate CRM for agents and agencies

Catch every enquiry from your website, let buyers book viewings online, and keep each property's paperwork and progress on its own board.

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Real estate: what you'll open every day

The whole platform is included either way — these are simply the parts you'll live in.

  1. LeadsCapture leads from your website, work them through stages your team agrees on, and turn the ones that close into customers without re-entering a thing.
  2. Lead formsPut a form on your website and every submission becomes a lead — no inbox, no spreadsheet, no copy-paste.
  3. Booking pagesCustomers book a real slot with a real person, get a confirmation and a reminder, and it all lands in the same system as the invoice.
  4. ProjectsDrag the work from To do to Done, see what's due before it's late, and keep the files, the discussion and the hours on the card — next to the customer it's for.
  5. InvoicingSend a compliant invoice in your customer's language in under a minute — and keep every one of them in the same place as the customer, the product and the payment.

And everything else, included

There's no industry edition and no module you have to buy separately. Every plan includes every part of ERPFlow — what changes between plans is volume and team size, not which parts you can open.

All features

Every enquiry in one pipeline

A form on your website files each enquiry as a lead with its source, viewings booked online arrive as leads with the booking attached, and calls or portal enquiries go in by hand or by CSV import. Leads move through the stages you set, and a buyer, seller or landlord who signs with you becomes a customer without retyping anything.

Viewings that book themselves

Each agent publishes a booking page with their own weekly availability, so a buyer picks a real free slot instead of trading messages. Confirmations and reminders go out by email, the schedule publishes as a calendar feed agents subscribe to in their own calendar app, and a video-call link added to the service turns any slot into a virtual viewing.

A board for every property

Run each instruction as a project: cards for the valuation, photos, listing, viewings, offers and completion, each with an owner and a due date that turns amber, then red, before anything slips. Floor plans, photos and contracts attach to the card or the client — PDFs, images and digitally signed ASiC-E or BDOC files — so the whole file travels with the deal.

Fees invoiced from the same record

Commission and marketing fees go on a numbered invoice with VAT per line, in the client's language, from the same customer record as the enquiry. Monthly management fees for landlords run as a recurring invoice that is issued on schedule. ERPFlow issues invoices and records payments, part payments included; it never charges a card or a bank account.

FAQ

Real estate — common questions

Everything you need to know about ERPFlow. Can't find the answer? We're here to help.

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Does ERPFlow manage property listings?
Not as a listings database. ERPFlow has no property fields such as asking price, bedrooms or listing status, and it doesn't publish to property portals. Agencies run each property as a project board with its documents attached, keep its seller or landlord as a customer record, and keep their listings wherever they publish them today.
Can buyers book property viewings online with ERPFlow?
Yes. Each agent gets a booking page with their own weekly availability, buyers pick a free slot, and confirmations and reminders go out by email. Every booking also arrives as a lead, so a viewing is never separated from the enquiry behind it.
Can ERPFlow collect rent or deposits?
No. ERPFlow can issue a recurring invoice — a monthly management fee, for example — on a weekly, monthly or yearly schedule, but it never charges a card or a bank account and it keeps no deposit or tenant ledger. Payments are recorded when they arrive, part payments included.
Can I keep signed contracts in ERPFlow?
Yes, as files. PDFs, images and digitally signed ASiC-E or BDOC containers attach to a lead, customer, invoice or project card, up to 50 MB each. ERPFlow stores them alongside the deal; it doesn't sign documents or verify signatures.

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