Client Profile


Ideal Clients


  • Small & Medium Sized Real Estate Agencies

  • Independant, Boutique or Small Multi-Office Groups

  • Located in Australia or New Zealand

  • Has a sales department

  • Business is mature - 3 years plus

  • Dealing with any combination of Residential Sales, Rentals, Land, Commercial, Rural, Businesses


Good Clients


  • Project Marketers

  • Property management only businesses

  • Commercial only agencies


OK Clients


  • Business Brokers

  • Individual Sales Agents

  • Builders


Client Personas

Director David

Director David

“I need a CRM that addresses the needs of the real estate industry - but only if my agents will actually use it.”

Admin Allie

Admin Allie

“I help make sure everything runs smoothly in the agency.”

Sales Agent Steve

Salesperson Steve


Property Manager Pam

Property Manager Pam