How to get more value from your CRM

Whether you're a growing agency or an established name, getting the most out of your CRM can have a huge impact on your team's productivity and your clients’ experience.

We offer a range of add-on services — including bespoke training, tailored automations, and custom letters and reports — designed to help you work smarter, stay compliant, and elevate your customer service.

Why Upgrade?

Our optional services help you:

• Speed up admin and reduce manual input
• Standardise communication across branches
• Ensure your team is using the system to its full potential
• Generate clear, professional reports for internal or client use
• Stay compliant with industry standards and regulations

All tailored specifically for sales and lettings agents using the iamproperty CRM platform.

Our Add-on Services

Bespoke Training Sessions

Perfect for new starters, growing teams or anyone needing a refresher.

• One-to-one or team training
• Sales and lettings-specific guidance
• Deep dives into features like diary management, sales progression, or AML tools
• Delivered remotely or on-site (where available)
• Q&A format to solve your real-world challenges

We ensure your team walks away confident, efficient, and fully trained on best practices.

Tailored Automation Setup

Let us help you reduce repetitive work and avoid manual errors with smart CRM automations:

• Auto-assigning leads based on branch or postcode
• Triggered follow-up tasks or reminders
• Automatic email or letter generation at key milestones (e.g. valuation booked, sale agreed)
• Streamlined sales progression updates

Each automation is configured around your existing workflows.

Custom Letters & Reports

Save time and present a professional, compliant image to clients.

• Customised letter templates (e.g. valuation confirmations, offer letters, tenancy agreements)
• Dynamic, branded reports for vendors, landlords or internal review
• PDF-ready exports directly from your CRM
• Templates tailored to match your tone, formatting, and compliance requirements

No more retyping or copying and pasting — everything ready at the click of a button.

iamproperty ecosystem

A comprehensive suite of solutions – from lead generation to completion. Automate workflows, streamline tasks, and accelerate transactions. Maximise every opportunity with data at your fingertips. Our connected ecosystem helps you grow market share, boost revenue, and stay ahead of the competition.

How to Get  Started

Interested in learning more or booking a consultation? You can:

• Call us on 01865 860 870
• Submit a request via the Help Centre
• Or email your Account Manager at crm.accountmanagement@iamproperty.com 

We’ll arrange a discovery call to explore your needs and provide a tailored quote.

Not Sure What You Need?

We offer a free 15-minute consultation to help identify opportunities for time-saving, better compliance, and improved use of the iamproperty CRM.

Let us help you do more — with less effort.