Estate agent CRM for Irish agencies
An estate agent CRM is the system of record for your properties and the people attached to them — the listing, the vendor who instructed it, the applicants, the viewings, the offers, and the compliance file behind all of it. EstatePilot is that system, built for the Republic of Ireland rather than translated into it.
What an estate agent CRM actually does
A general-purpose CRM is organised around a contact and a deal. An estate agent CRM is organised around the property. That sounds like a small difference and it is not: the property is what everyone in the office refers to, what the vendor rings about, what the applicant asks to view, what the offer is made on, and what a regulator asks you to produce a file for.
So the record has to carry all of it in one place — the instruction, the marketing, the enquiries, the viewing diary, the bids, the correspondence and the compliance documents — rather than scattering it across a contacts database, a spreadsheet, a shared inbox and a folder on someone’s desktop. When it does, nobody has to reconstruct what happened from four systems and a memory.
What an Irish one has to carry
These are the four that a CRM built for a sales team elsewhere will treat as custom fields, and that an Irish agency is answerable for.
A PSRA file you can produce
Letters of engagement in the specified form, carrying the agency and negotiator licence numbers, the fee structure and the advised market value. A record of the offers received other than at auction, and what became of each one.
AML documents with a reviewer and a clock
Identity, address, source of funds and beneficial ownership, held against the client record with the name of the person who reviewed each one, when they did it, and a retention floor that runs from the end of the relationship.
Listings that reach the portals
Daft.ie and MyHome.ie carry the Irish market. A listing entered once should publish out to both, and to your own site, without being re-keyed into three places.
A client account that balances
Any agency holding client money needs it segregated, reconciled against the bank statement and balanced monthly — with an accountant’s report at the end of it.
The first two are set out at length in the PSRA compliance guide and the guide to AML checks, both written against the Acts themselves. How EstatePilot records them is on the compliance page.
Where the CRM stops and the rest begins
The CRM is the core, and the other modules read and write the same records rather than syncing with them. Your website is fed by the CRM, or the Widget puts enquiries and private-treaty bidding into the site you already run. Live Auction takes bidding online and in the room on one lot. Lettings and client accounting sit on the same client records as the sales book.
That is the argument for one system over several subscriptions, and it is set out module by module on the auctioneer software page. If you are weighing EstatePilot against what you have now, the comparisons set each one out dimension by dimension, sourced from the other vendor’s own site — including where they are stronger.
Common questions
- What is an estate agent CRM?
- An estate agent CRM is the system of record for an agency’s properties and the people attached to them. Where a general-purpose CRM tracks contacts and deals, an estate agent CRM is built around the listing: the vendor who instructed it, the applicants matched to it, the viewings booked on it, the offers received, the correspondence, and the compliance file the agency has to be able to produce. One record, carrying everything that has happened to that property.
- What does an Irish estate agent CRM need that a general-purpose one does not?
- Four things, in practice. Records shaped around the Property Services (Regulation) Act 2011, including the letter of engagement in the PSRA’s specified form and a record of offers received other than at auction. Customer Due Diligence documents under the Criminal Justice (Money Laundering and Terrorist Financing) Act 2010, with a retention period. Listings that reach Daft.ie and MyHome.ie. And, for any agency holding client money, a segregated client account that balances. A CRM designed for a sales team treats all four as custom fields.
- Is an estate agent CRM the same as property management software?
- They overlap and are not the same. An estate agent CRM is organised around selling and letting: instructions, applicants, viewings, offers and the compliance file behind them. Property management software is organised around an occupied property: tenancies, rent, maintenance and landlord reporting. An Irish agency doing both usually wants one system rather than two, which is why EstatePilot ships lettings and client accounting against the same records as the sales book.
- Do I have to replace my existing website to use the CRM?
- No. The Widget module embeds enquiries, viewing bookings, valuation requests and private-treaty bidding into the site you already run, and everything lands on the client record. The hosted Website module is there if you would rather EstatePilot ran the site itself, but moving to it is optional.
- How much does an estate agent CRM cost in Ireland?
- EstatePilot is priced per agency and shaped by the modules you switch on, plus usage — such as a per-listing charge when online bidding runs — rather than a published rate card. How pricing works is set out in full on the pricing page, and a written quote follows a 30-minute call on your own listings. Other Irish vendors publish either a per-user price or no price at all; the comparisons say which is which.
See it on your own listings
A 30-minute demo using real workflows, not slides — and a written quote at the end of the call.
Last reviewed .