Customers
A shared customer directory for the organisation. Link people to cases, book showings, send SMS or Outlook email, and stay GDPR-compliant with manual or automatic anonymisation.
Highlights
Directory with context
Contact details, language, source, status and a timeline of notes, showings, interest lists and communications.
Roles on cases
Interested, applicant or tenant — so you always know how the person ties to the letting.
SMS and email
Message one or many customers. Email goes via the user's Outlook; SMS via your setup. Signatures are managed under communication settings.
Merge and anonymise
Merge duplicates. Anonymise manually, or let a nightly job anonymise after your retention period.
Companies (optional)
For commercial letting you can enable companies and link people to firms.
From interest list to dialogue
Contact matches from the case or customer card — the same directory all the way.
Built for letting teams
This isn't a generic sales CRM. It's a tenant and prospect directory that works with cases, showings and interest lists.