Bubble Estate Agency CRM
Independent estate agencies manage vendor relationships, viewings, offers, and sales progression in fragmented systems. A Bubble CRM at $99-$249/month covers the full property sales and lettings workflow – with instant applicant matching when a new property is added.
Independent Estate Agents Pay Hundreds Per Month for Systems That Do Not Fit
Independent estate agencies and property developers manage vendor relationships, buyer enquiries, viewing schedules, offer negotiations, and sales progression through to completion using expensive CRM systems designed for large chains. Zoopla, Rightmove portals, and generic CRMs do not integrate, creating a fragmented workflow. A Bubble-built estate agency CRM at $99-$249/month covers the full property sales and lettings workflow for a 1-10 person independent agency.
Six Modules for an Estate Agency CRM
Property Register
Full property details: address, type, bedrooms, features, EPC rating, asking price, status (For Sale, Under Offer, Sold STC, Completed). Photo storage, floor plan, and video link. Rightmove/Zoopla export format generation. Price history and days on market tracking.
Applicant Database
Buyers and renters with requirements: area, property type, budget/rent range, bedrooms needed, and must-haves. Automated matching: when a new property is added, match to all registered applicants and send them an alert within minutes.
Viewing Management
Viewing request from applicant matched to property. Vendor notification of viewing. Confirmation to applicant with access details. Post-viewing feedback form sent to applicant 2 hours after viewing. Feedback shared with vendor.
Offer Management
Offer submission with amount, conditions, and buyer status (cash/mortgage, FTB, chain-free). Offer presentation to vendor. Negotiation log. Accepted offer triggers sales progression workflow. Rejected offers retained for audit.
Sales Progression
Post-offer pipeline: solicitor details, survey status, mortgage offer status, exchange date target, and completion date. Weekly progression email to vendor and buyer with current status. Delays flagged with reason and new target date.
Lettings Management
Tenancy creation, referencing status tracking (employment, landlord, credit), deposit registration, tenancy agreement generation, move-in date, and rent collection via Stripe recurring. Maintenance request portal for tenants. End-of-tenancy checklist.
Automatic Property Alert When New Instruction Added
Trigger: Property status changes to For Sale / To Let
// Find matching applicants
Search for Applicants [
type = Property’s type,
budget_max >= Property’s asking_price,
min_bedrooms <= Property's bedrooms,
areas contains Property’s area,
status = Active (still looking)
]
// For each match: send property alert email immediately
// This is the feature that gets buyers through the door first
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