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Choosing the right estate agent CRM or software is an important decision for any agency. Whether you're looking to improve lead management, streamline your sales and lettings processes, or integrate with property portals, having the right tools in place can make a significant difference to your growth.

At Apex27, we’ve designed our estate agent software to be simple, powerful and built around the needs of modern UK agencies. This FAQ section answers the most common questions about our CRM, including features, pricing, integrations and onboarding, so you can quickly understand how Apex27 fits your business.

  • What is Apex27 CRM and how can it help estate agents?

    Apex27 CRM is a modern cloud-based estate agent software designed to help UK agencies manage leads, properties, and client relationships in one central platform. Unlike traditional estate agent CRM systems, Apex27 focuses on simplicity, efficiency, and ease of use, allowing your team to track enquiries, automate follow-ups, and manage sales and lettings pipelines without unnecessary complexity.

    With features like property matching, workflow automation, portal integrations, and reporting, Apex27 CRM helps estate and letting agents save time, improve customer service, and grow their business. It’s ideal for small, medium, and growing agencies looking for an affordable, reliable, and easy-to-use estate agent CRM solution in the UK.

  • What is estate agent CRM software and how does it work?

    Estate agent CRM software is a system designed to help estate and letting agents manage their contacts, property listings and sales or lettings pipeline in one place. A good estate agent CRM allows you to track leads, manage applicant and vendor relationships, automate follow-ups and keep all communication organised.

    Modern cloud-based estate agent CRM software, like Apex27, works by centralising your data so your team can access it from anywhere. It typically includes features such as lead management, property matching, automated workflows and integrations with property portals, helping agencies save time and close more deals.

  • Does Apex27 CRM have a minimum term contract?

    Apex27 CRM operates on flexible, auto-renewing monthly subscriptions with no minimum term, giving UK estate agents the freedom to add or remove users at any time. Changes made within your current billing period are pro-rated, so you only pay for the users you need. If your agency prefers, fixed-term contracts are also available on request, providing additional flexibility for long-term planning.

  • How much does estate agent CRM software cost in the UK?

    The cost of estate agent CRM software in the UK can vary significantly depending on the provider, features and level of support. Traditional enterprise systems often have high upfront costs, long contracts and additional setup fees.

    In contrast, modern estate agent CRM platforms like Apex27 offer transparent pricing, typically based on a monthly cost per user. This makes it easier for agencies of all sizes to access powerful software without large upfront investment. When comparing estate agent software pricing, it’s important to consider not just the cost, but also the value in terms of time saved, efficiency gained and increased revenue.

  • What is the difference between the Trial and Paid Plan in Apex27 CRM?

    The Apex27 CRM Trial Plan is a free, fully functional version of our estate agent software designed to let UK agencies explore key features, test workflows, and see how the platform fits their business before committing. During the trial, you can manage leads, properties, and client communications, but there may be limits on the number of users or advanced integrations.

    The Paid Plan unlocks the full potential of Apex27 CRM, offering unlimited users, advanced property portal integrations, workflow automation, reporting, and priority support. Upgrading to the Paid Plan ensures your agency can fully streamline sales and lettings processes, improve lead management, and take advantage of all tools designed to grow your estate or letting agency efficiently.

  • Does Apex27 CRM support both sales and lettings?

    Absolutely. Apex27 CRM supports both sales and lettings processes, giving UK estate agents a single platform to manage all property types. From tracking enquiries and managing vendors and applicants to automating workflows and syncing listings to property portals, our software provides complete visibility across both sales and lettings pipelines.

  • What payment methods does Apex27 CRM accept?

    Apex27 CRM accepts all major credit and debit cards, including Visa, Mastercard, Maestro, and American Express, making it easy for UK estate agents to pay for their subscription. Your card information is securely handled by our trusted payment processor and is never stored by Apex27. When signing up for the free trial, no payment details are required, so you can explore the full CRM risk-free.

  • Can Apex27 CRM be accessed on mobile/tablet devices?

    Yes. Apex27 CRM is a cloud-based platform, which means your team can access it from any device with an internet connection, including smartphones and tablets. This ensures estate and letting agents can manage leads, update property listings, and respond to enquiries while on the go, improving efficiency and client responsiveness.

  • Is Apex27 CRM secure for client and property data?

    Yes. Apex27 CRM is built with enterprise-level security to protect all client and property data. All information is encrypted, securely stored in the cloud, and backed up regularly to prevent data loss. Access controls and user permissions ensure that team members only see the data relevant to their role, giving UK estate and letting agents peace of mind. With Apex27, you can manage leads, vendors, applicants, and property listings safely, knowing your sensitive information is fully protected.

  • Can Apex27 CRM help agencies improve reporting and analytics?

    Yes. Apex27 CRM provides comprehensive reporting and analytics tools that give UK estate and letting agents clear insights into their sales, lettings, and lead management performance. You can track enquiry volumes, monitor agent productivity, analyse property listings, and measure conversion rates. With these insights, agencies can make informed decisions, optimise workflows, and identify growth opportunities. Apex27’s built-in reporting dashboards make it simple to visualise your data and take action to grow your estate agency efficiently.

  • What features should I look for in estate agent software?

    When choosing estate agent software, it’s important to look for features that support your day-to-day operations and help your agency grow. Essential features of a good estate agent CRM include lead management, contact tracking, property matching, automated workflows and task management.

    You should also consider integrations with property portals, email and SMS communication tools, reporting and analytics, and website integration. The best estate agent software combines these features in a simple, user-friendly platform, allowing your team to work more efficiently and deliver a better experience for clients.

  • Does Apex27 offer free estate agency websites?

    Apex27 provides free estate agency websites to all customers using our CRM. These websites are fully integrated with your estate agent CRM, so property listings, enquiries, and client data are automatically synced, saving time and reducing manual updates. Our websites are modern, responsive, and optimised for search engines, helping UK estate and letting agents attract more leads online. With Apex27, you get a professional website included in your subscription, making it easier to manage both your CRM and your online presence from a single platform.

  • Is Apex27 CRM suitable for small estate agencies?

    Yes! Apex27 CRM is designed to be flexible and scalable, making it ideal for small, independent estate agencies as well as larger teams. With an intuitive interface, affordable pricing, and essential features like lead management, property matching, and workflow automation, small agencies can manage their operations efficiently without unnecessary complexity or cost.

  • Can estate agent CRM software integrate with property portals and websites?

    Yes, most modern estate agent CRM software integrates with major property portals and websites. These integrations allow you to automatically upload property listings, manage enquiries and keep your data in sync across multiple platforms.

    With an integrated estate agent CRM like Apex27, you can connect your software to your website and leading UK property portals, ensuring that new leads flow directly into your system. This reduces manual data entry, minimises errors and helps your team respond to enquiries faster, improving conversion rates and overall efficiency.

  • How does Apex27 use AI to help estate agents and what AI features are available?

    Apex27 incorporates artificial intelligence (AI) to help UK estate and letting agents work more efficiently, stay responsive, and reduce repetitive tasks. One key AI feature is the AgentAI Receptionist, an AI‑powered call handling and support system that answers incoming calls when volumes are high or staffing is limited. AgentAI can pre‑qualify viewing requests, prioritise valuation enquiries, handle maintenance issues, take messages, and forward urgent information directly into your Apex27 CRM, helping agents save time and improve customer service without overlooking important calls.

    Beyond call handling, Apex27 also supports integrations with AI tools like ChatGPT for generating property descriptions and enhancing content, and can connect with third‑party AI workflow platforms, giving agents the ability to automate tasks, improve communication and unlock smarter operations across their CRM.