EstatAI CRM review
A practical web CRM for small agencies managing leads, property records and inventory.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
EstatAI CRM is a cloud-based CRM for estate and letting agencies managing buyers, sellers, landlords, tenants, listings and lead activity. It suits solo operators and small teams that want core sales tracking alongside property and inventory records. Lead pipelines include lead sources, property interests and listing references, while reminders, overdue indicators, activity logs, assignment and internal messaging support ongoing follow-up. Reporting covers leads, conversions and sales value by date range.
Pricing follows a contact-sales model. The CRM includes a seven-day free Solo trial, giving smaller agencies a short evaluation period before choosing a paid arrangement. The product combines sales administration with operational records: agencies can store property files and receipts, track listing status and inventory, maintain tenant and landlord records with compliance dates, and produce PDF or Excel reports plus print-ready receipts. Mortgage, yield and stamp-duty calculators, along with AI writing tools, add practical support around property workflows.
The platform is web-only and runs in the cloud, with email support. Its ecosystem connections are EstatAI AI chat widget and EstatAI Voice AI receptionist, which can feed captured enquiries and calls into the same lead pipeline. Automated follow-up and lead routing are included, making the CRM a sensible fit for agencies that value organized pipeline management without a broad integration program. Choose EstatAI CRM for a small agency seeking basic sales, listing and inventory coordination; look elsewhere if a wider third-party ecosystem or a different access model is central to the buying decision.
EstatAI CRM pros and cons
- Where it wins
- Lead pipelines combine sources, property interests and listing references.
- Property, tenant, landlord and inventory records support agency workflows.
- AI tools, calculators, reports and receipts extend day-to-day operations.
- Where it doesn't
- Access is limited to the web platform.
- Pricing requires contacting sales.
- Integrations focus on EstatAI's own AI chat and voice tools.
EstatAI CRM fact sheet, pricing and score →
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