iamproperty CRM Overview

Welcome to iamproperty CRM – a powerful cloud-based solution designed specifically for estate and letting agents. Whether you're managing sales, lettings, accounts, or compliance, the CRM brings everything together in one place to help your agency work smarter, not harder.

This article provides a high-level overview of the key features and modules you'll be using.

Sales Module

Manage every stage of the sales journey:

• Create and market sales instructions
• Track viewings and offers
• Progress sales through exchange and completion
• Generate Memorandums of Sale

• Monitor your pipeline with real-time reporting

  🔗 Explore: Getting started with Sales in CRM

Lettings Module

Handle lettings from instruction to tenancy management:

• Add rental properties and advertise them
• Register applicants and schedule viewings
• Create and manage tenancies
• Track rent, arrears, and tenancy renewals

• Log compliance documents (EPCs, gas safety, etc.)

  🔗 See: Managing Lettings in CRM

Accounts Module

Keep your finances organised and up to date:

• Create and send invoices
• Record payments and generate statements
• Track agency fees, commissions, and deposits

• Export reports or sync with external accounting systems

  🔗 Learn more: Setting up Accounts in CRM

Contacts & CRM Records

Maintain a centralised database of:

• Vendors, landlords, buyers, tenants, and solicitors
• Communication history
• Property and transaction links
• GDPR-compliant contact management

Use search and filters to quickly find and update records.

Reporting & Insights

Get visibility into your performance with built-in reports:

• View sales pipelines and lettings activity
• Track overdue tasks, arrears, or valuations
• Monitor team productivity and deal progress

Export data to Excel or use filters for detailed insights.

Compliance & Document Storage

Stay on top of legal and regulatory requirements:

• Upload, store, and track expiry dates for compliance documents
• Maintain a full audit trail for every property and client
• Set up reminders to ensure nothing is missed

Integrated Tools & Support

• Connect with services like iamproperty’s movebutler, compliance tools, and marketing integrations.

Quick Tip

Start with one module at a time — most agents begin with Sales or Lettings, then add Accounts or Reporting as they grow. Our onboarding guides are here to support you every step of the way.

Need Help?

Browse the Onboarding Essentials section. You can use the live chat feature, raise a ticket in the Help Centre, or call the Software Support team on 01865 860 870.

For more information, visit iamproperty CRM.