The complete estate
agency platform.

CRM, property portal and client management - all in one. No data feeds, no double-entry, no separate portal subscription. Built from the ground up for the way modern UK agencies work.

Simply Done agency CRM dashboard preview
Everything an agency needs

One platform.
No tab-switching.

Built from the ground up for UK agencies - sales, lettings, branches, compliance and the marketplace, in a single place.

Full CRM

Manage contacts, deals, viewings and pipeline in one place. No spreadsheets, no switching tabs.

Instant portal listing

Add a property in your CRM and it lands on the Simply Done marketplace automatically. Zero data feeds.

Smart matching

Our matching engine connects applicants to properties based on requirements, budget and preferences.

Multi-branch support

Manage multiple offices, teams and staff with role-based permissions and branch-level reporting.

Compliance tracking

Gas safety, EICR, EPC expiry - automated reminders so nothing slips through the cracks.

Email & comms

Send emails, log calls, track correspondence. Full communication history per contact, automatically.

Switch in an afternoon

Run your whole agency from one screen.

Move from your old CRM in three steps. We handle the migration, you keep your data — and your listings land on the Simply Done marketplace the same day.

14-day free trial. No credit card. No setup fees. Migrate in a day.

The product

Four core modules.
One agency platform.

Everything you need to run sales, lettings and property management - plus the apps and integrations that wrap around them.

Sales CRM dashboard preview

Sales CRM

Track leads and close deals faster.

Lettings CRM dashboard preview

Lettings CRM

Fill vacancies and manage tenancies.

Property Management dashboard preview

Property Management

Maintenance, compliance and renewals.

Client Accounting dashboard preview

Client Accounting

Automate rent, invoices and statements.

Agent App

Your office in your pocket.

ECOSYSTEM

Client Apps

Branded portals for buyers and tenants.

ECOSYSTEM

Smart AI

Smart automation across your workflows.

ECOSYSTEM

Integrations

Connect the tools you already use.

ECOSYSTEM
Get started

Up and running
in an afternoon.

Migrate from your old CRM in three steps. No setup fees, no contracts.

  1. 01

    Create your agency

    Five-minute setup - name, logo, branches, branding. We do the heavy lifting.

  2. 02

    Import your team & portfolio

    Invite staff with role-based permissions. Bring properties and applicants across by CSV or one-click migration.

  3. 03

    Go live on the marketplace

    Properties appear on the Simply Done marketplace instantly - with branded listing pages and lead routing to your team.

Pricing

Simple,
transparent pricing.

No setup fees. No portal fees. Cancel anytime.

Enterprise

For multi-branch networks with their own infrastructure.

£349 / month
StaffUnlimited
PropertiesUnlimited
BranchesUnlimited
  • Everything in Professional
  • API access
  • White-label options
  • Priority support
  • Dedicated success manager
Get started