01 — Workspace
One workspace for the entire client journey
Contacts, properties, enquiries, appointments, offers and client communications in one connected workspace.
Why it matters
PropertyVector’s CRM will bring every part of a client relationship into a connected workspace. Agents will be able to see the history behind each relationship, understand what needs attention and pick up conversations without searching through separate systems.
When information lives in different inboxes, spreadsheets and notebooks, follow-ups slip and clients repeat themselves. A single record for each person and property means the next action is always visible — whoever is at the desk.
Everything connected
01
Contacts
Vendors, landlords, applicants, tenants and buyers — each with the full history of every conversation, property and preference.
02
Properties
Details, media, marketing status and the people connected to each property, from valuation to completion.
03
Enquiries
Website, portal and phone enquiries captured in one place, so none wait in a separate inbox.
04
Appointments
Valuations, viewings and inspections in a shared diary, linked to the records they belong to.
05
Offers
Offers recorded, qualified and communicated, with a clear trail of what was said and agreed.
06
Communications
Emails, calls and notes attached to the right contact and property, ready for whoever picks it up next.
From first visit to completion
Follow the whole journey
From a potential vendor’s first visit to your website to the completion of a sale, the workspace is designed to keep information organised, make the next action clear and reduce time spent on repetitive administration.
01
First visit
A potential vendor finds your website and requests a valuation. The enquiry lands in the CRM as a new opportunity.
02
Valuation
The appointment is booked in the shared diary, with the property and contact history ready before you arrive.
03
Instruction
Agreed terms, documents and next steps are recorded against the property, not scattered across inboxes.
04
Marketing
Listing details are managed centrally and prepared for your website and portals.
05
Viewings & offers
Feedback, offers and vendor updates are logged as they happen, so the whole team sees the same picture.
06
Completion
Progress is tracked through to completion — and the relationship stays on record for the next move.
Who it helps
For owners & managers
Clearer oversight of team activity and business opportunities
- Enquiries and response times01
- Valuations and instructions02
- Transaction progress03
For negotiators
Less time updating records, more time with clients
More time speaking to clients, arranging viewings and progressing transactions — with the context for every conversation one click away.
Continuity
Nothing lost when someone is away
Because every conversation and task sits on the record, a colleague can step in during holidays, branch transfers or busy weeks — and a planned handover brief can summarise what they need to know.
Next
02 — AI
AI that helps agents take action
Summaries, follow-ups, property descriptions and a daily action list — with agents in control.
PropertyVector is in development. Register your interest to follow progress and help shape the platform around how your agency works.
Register interest