EstatAI CRM
The facts below are what the maker publishes about EstatAI CRM, checked and dated. Our editors have not written about it yet.
Plans and prices
From EstatAI CRM's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | Priced on request | Full CRM features · seven-day free trial |
| Team | Priced on request | Full CRM features · team lead assignment and built-in messages inbox |
The facts
Each one read from EstatAI CRM's own pages, with the date it was checked.
What it does
- Activity history
- Agents can log calls, emails and notes on each lead.checked 12 Oct 2026
- Audience
- EstatAI says it built the CRM for estate agents and initially used it with white-label agency clients, including lettings agencies managing hundreds of properties across Greater Manchester.checked 12 Oct 2026
- Automated follow-up
- Yeschecked 22 Sep 2026
- Built-in tools
- The CRM includes mortgage affordability, stamp duty, rental yield, commission, capital gains and investment tools, comparables pricing, neighbourhood reports, listing and social post writers, watermarking, and lead management.checked 12 Oct 2026
- Connected products
- The EstatAI chat widget can send website leads into the CRM inbox, and the Voice AI receptionist can answer calls and book viewings into the shared pipeline.checked 12 Oct 2026
- Data handling
- EstatAI says it does not sell personal data, uses Stripe for payment processing without storing card details directly, and retains widget conversations for 12 months.checked 12 Oct 2026
- Lead pipeline
- Agents can track leads by source, interested property and listing reference through new, in-progress and converted stages.checked 12 Oct 2026
- Lead routing
- Yeschecked 22 Sep 2026
- Privacy and data
- EstatAI says its privacy policy follows UK GDPR and the Data Protection Act 2018, and that client data is hosted on UK and EU infrastructure.checked 12 Oct 2026
- Property records
- The CRM stores property records, plot files and receipts by listing.checked 12 Oct 2026
- Purpose
- EstatAI CRM organizes buyers, sellers, landlords and tenants, and reminds agents who to follow up with.checked 12 Oct 2026
- Registration
- The about page says UK company registration is planned and that the registration number will be shown once issued.checked 12 Oct 2026
- Reminders
- Each lead can have a dated next action, with overdue follow-ups highlighted at the top.checked 12 Oct 2026
- Reporting
- Reports cover total leads, interest, conversion rate, closed sales and sales value, with date-range filters.checked 12 Oct 2026
- Support
- The CRM page gives [email protected] for questions and says replies arrive within four business hours.checked 12 Oct 2026
The company
- Company
- EstatAI describes itself as a remote software development team serving estate and letting agents in the UK, Dubai, the wider GCC and the USA.checked 12 Oct 2026
- Team tools
- Team plans allow lead assignment to negotiators and handoffs through a built-in messages inbox.checked 12 Oct 2026
