11 Ways Your Estate Agent CRM Can Save You Time Each Week

August 5th, 2025 | 4 minute read

Proptech

Your estate agent CRM should do more than just store contact details. The best estate agent software works behind the scenes to help you stay organised, compliant, and productive, all while saving you hours of admin time every single week. Let’s face it, who wouldn’t want more time back?

Male estate agent in suit smiling looking at holder while sat on sofa

What is an estate agent CRM?

An estate agent CRM (Customer Relationship Management) system is a tool that helps estate and letting agents manage their contacts, properties, tasks and communications, all in one place. This cuts down time spent on repetitive admin and helps agents stay focused on winning instructions and delivering great customer service.

Some estate agent CRMs, like Veco Plus, go a step further by automating everyday tasks and processes. That means fewer mistakes, quicker responses, and more time to grow your agency. 

How much time can an estate agent CRM really save?

  • Estate agents spend around 25% of their time on manual admin and follow‑ups (Marketingscoop, 2024).

  • According to Propertymark, internal team coordination takes up 1.5 hours per day (Propertymark, 2025). 

  • Workflow automation can increase productivity by 29–34%, especially for lead nurturing and campaign tracking (LLCBuddy, 2025).

Here are 11 ways your estate agent CRM could be saving you more time:

1. All your contacts in one place

Store every applicant, landlord, tenant and vendor in one secure system. The best estate agent CRM keeps contacts searchable, trackable and always up-to-date. 

2. Instant follow-up reminders

Estate agent CRM systems, like Veco Plus, give estate agents automated task reminders for calls, viewings and reminders to help them stay organised. 

3. Built-in communications

Some CRM systems allow estate agents to send messages directly from the CRM itself. For example, Veco Plus’s in-app messaging service logs every conversation and creates a polished and professional communication process to impress clients. 

4. Automated workflows

The best estate agent CRM will allow estate agents to create step-by-step processes for tasks like onboarding, tenancy progression or renewals. These CRM systems help everyone in your team follow the same process and improve consistency.

5. Self-service client portals

Veco Plus offers tenants a portal to log in, upload documents, report repairs, pay initial monies, and more. This estate agent CRM feature saves agents time by reducing the amount of back-and-forth emails.

6. Live property portal feeds

Estate agents can market properties to Rightmove and Zoopla as instructed by your client's preference. If something goes wrong with a feed, Veco Plus flags the error for fast fixes.

7. Repairs and compliance tracking

From gas safety certificates to maintenance jobs, everything can be logged, dated, and monitored in your estate agent CRM. Estate agent CRMs like Veco Plus will also send automatic reminders too.

8. Stress-free reconciliation

Reconciling transactions can be time-consuming and prone to errors. Estate agent CRMs can provide easy-to-use bank reconciliation functionality, enabling estate agents to identify discrepancies or errors promptly.

9. Real-time team collaboration

Estate agent CRMs, like Veco Plus, work on desktop, tablet and mobile, so your whole team stays updated wherever they are with synced calendars, notes, and progress tracking.

10. Quick repair reporting

Partnership integrations with tools like Fixflo mean that repairs can be reported quickly and efficiently by tenants, without ever having to leave the app.

11. Fully integrated client accounting

Manage payments, arrears, deposit releases, and invoices from one system, with full compliance and audit trails.

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Is your estate agent CRM doing enough?

If your current CRM system isn’t automating tasks, improving team coordination or helping you deliver faster service, it may be holding your agency back.

Veco Plus is built specifically for UK estate and letting agents. It combines lettings, sales, property management and accounting, all in one powerful, cloud-based CRM platform.

Ready to reclaim hours each week?
Book a free demo of Veco Plus and discover how much time your agency could save each week.

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