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EstateFlow is built specifically for real estate teams — contacts, deals, pipeline, properties, appointments, and AI reports in one focused platform.
10 modules. One platform.
Contact Pipeline
A visual Kanban board that moves every contact from first enquiry through to closed deal. Six stages — New, Engaged, In Marketing, Offer Placed, Deal Submitted, Closed — with drag-and-drop and optimistic updates.
- Drag contacts between stages instantly
- Hot / Warm / Cold lead temperature derived automatically
- Follow-up reminders for contacts not touched in 14+ days
- WhatsApp quick-link on every card
Contact Management
A full contact database for buyers, sellers, tenants, and landlords. Track lead status, add notes, link deals and properties, and mark contacts as contacted with one click.
- Lead status picker: New, Contacted, Qualified, Nurturing, Converted, Lost
- Inline editable notes with timestamp
- Email as mailto link, phone as WhatsApp link
- Edit form for full contact details
Deal Management
Full deal lifecycle from new lead to closed won. Track stage, progress, expected close date, and linked contacts. Checklists and agent assignments keep teams accountable.
- Deal stages: New Lead → Qualified → Offer Submitted → Under Contract → Closing → Closed
- Per-deal checklists with sign-off requirements
- Agent assignment with RBAC visibility
- Stale deal alerts on the dashboard
AI Pricing Reports
Upload a PropertyMonitor PDF and receive a fully-branded C21 pricing report in under 60 seconds. GPT-4o extracts all data automatically — no manual entry.
- Upload 1–2 PropertyMonitor PDFs
- GPT-4o extracts community, bedrooms, pricing data
- C21-branded HTML report, ready to share
- Filter reports by community
Property Management
Track your property listings with status, offering type, community, price, and listing visibility. Link properties to contacts (owner) and deals for full context.
- Buyer, Seller, Rental, and Commercial listings
- Pocket listing flag for private inventory
- Link to owner contact and active deals
- Status tracking: Active, Under Offer, Sold
Appointments
Schedule viewings, call-backs, and meetings. Attach appointments to deals and contacts so nothing falls between the cracks.
- Appointment types: Viewing, Call, Meeting, Inspection
- Dashboard shows today's appointments at a glance
- Next-7-days count on the KPI strip
- Linked to deals and contacts
Global Search
Search across contacts, deals, and properties simultaneously. Results are grouped by type with direct links to detail pages.
- Search from the navbar on any page
- Queries contacts by name, deals by name, properties by address
- Results grouped: Contacts · Deals · Properties
- Instant results from 2+ characters
Dashboard & KPIs
A command center that shows you exactly where your business stands. KPI strip, stale deal alerts, closing-soon reminders, and upcoming appointments at a glance.
- KPIs: Closed Won (month), In Contract, New Leads (week), Appointments (7 days)
- Attention cards: closing soon, stale deals, follow-up contacts
- 3-column board: Appointments · Active Deals · Recent Reports
- Personalised greeting with your name
WhatsApp Integration
One click opens a WhatsApp conversation with any contact or lead — from the contact card, the pipeline Kanban, or the deal detail page.
- Available on contact detail, deal detail, and pipeline cards
- Auto-strips phone number to international format
- Works on mobile and desktop
- No third-party integration required
Team & Access Control
Role-based access so owners, team leads, and agents all see the right data. Agents see their own deals and assigned contacts; managers see everything.
- Roles: Owner, Team Lead, Agent
- Agents see their own deals + assigned contacts
- Managers see full portfolio view
- Multi-company isolation built-in
Ready to see it in action?
Get access to EstateFlow and have your pipeline set up in a day.