Real estate CRM SaaS

One CRM, one agency website, one live operating system.

Run listings, clients, matches, deals, documents, websites and portal publishing from one clean SaaS workspace.

AI

workspace assistant

Docs

PDF / Office library

Secure

2FA + audit gates

SoftPro CRM dashboard screenshot

Latest platform data

What the CRM includes now

The current release focuses on practical agency work: AI assistance, documents, safer publishing, stronger platform security and faster daily screens.

View newsroom

AI command center

Best matches, daily next actions and record intelligence across the workspace.

Documents workspace

Agency folders, private agent folders, template reuse, sharing and file actions.

Publishing flow

Website and enabled portal channels with readiness, XML tokens and audit trail.

Platform security

Permission-gated control panel, required privileged 2FA and cleaner operator access.

Multilingual CRM

English, Greek and Russian language preference wired into workspace screens.

Live UX

No-refresh interactions, compact forms, sortable lists, mobile/desktop consistency and clear toasts.

Product screenshots

Real workspace screens, not abstract mockups

Use the screenshots as a quick product tour: daily dashboard, property list, add/edit form, matches and plugin publishing setup.

Dashboard

Daily agency cockpit

SaaS UI
SoftPro CRM dashboard with daily queue, properties, searches, clients and activities

Listings

Fast property list and filters

SaaS UI
SoftPro property list with filters, sortable rows, images and publishing status

Property record

Complete add and edit workflow

SaaS UI
SoftPro property edit screen with pricing, people, owner and publishing workflow

Matches

Client and listing matching

SaaS UI
SoftPro matches page for property and client matching

Plugins / XML

Portal setup and readiness

SaaS UI
SoftPro plugins and XML setup for portal publishing

Workspace architecture

A sidebar designed around agency operations

The sidebar is structured around how an agency actually works: daily work first, then CRM, listings, website, management, workflows and admin controls.

Today

Compact daily queue, reminders, missed work, team pressure and manager attention.

SoftPro AI

Best matches, next actions, record summaries and workspace intelligence.

CRM

Clients, searches, leads, activities, communications, labels and privacy history.

Properties

Listings, owners, media, documents, matches, channels, availability and audit trail.

Documents

Agency folders, agent folders, PDF/Office files, sharing, preview and download.

Website

Public website content, responses, delivery checks, verification and publishing status.

Manage

Fields, labels, areas, features, roles, security, plugins, XML and workspace settings.

Workflows

Viewings, deals, acquisition, closing desk, negotiation, onboarding and manager queues.

Admin

Users, permissions, reports, audit recovery, system status, backups and workspace limits.

Full functionality

Everything an agency needs to run property work from one SaaS

The goal is not just to store data. SoftPro connects daily agency work, public website content, manager approvals and SaaS administration.

Property CRM

  • Sale, rent, residential, commercial and land workflows
  • Owners, buyers, tenants, agents and referral agents
  • Pricing, VAT, commission, areas, specs, layout and nearby distances
  • SEO-ready AI property story, media gallery, videos, labels and features

Clients, leads and matches

  • Clients, companies, consent, privacy and communication preferences
  • Search criteria with city, area, budget, bedrooms, type and purpose
  • Automatic lead/search creation from buyer criteria
  • Matching workspace with scoring, agent filter, edit and remove actions

SoftPro AI

  • Workspace assistant for matches, next actions and operational signals
  • Record-level recommendations for properties, clients, leads and deals
  • Natural property stories that avoid duplicate titles and raw JSON text
  • Visibility follows permissions: admins see all, agents see what belongs to them

Deals and operations

  • Deals pipeline, stages, offers and closing workflow
  • Viewings, calendar, activities, communications and reminders
  • Bulk actions, sorting, visible columns and responsive list pages
  • Manager queues, workload, assignment analytics and SLA attention

Documents and files

  • Logged-in-only document library for PDFs and Office files
  • Agency folders, private agent folders and folder-level actions
  • Preview, print, download, share and save agency templates into personal folders
  • Workspace storage quota tracking for managers and admins

Agency websites

  • SEO-ready public websites per agency workspace
  • Buy, rent, property details, compare, shortlist, map and enquiry forms
  • Branding, office pages, team pages, legal pages and contact flow
  • CRM-driven website publishing so listings are not entered twice

Portal publishing and XML

  • Website channel and enabled portal channels
  • Provider-specific plugin setup, credentials and feed URLs
  • Readiness checks before publishing
  • XML feeds, portal IDs, live status and publishing audit trail

Security, audit and control

  • Roles, permissions, manager/admin controls and workspace visibility
  • GDPR consent, privacy requests, retention, export and recovery
  • Audit logs, undo, restore drill evidence and safety recovery actions
  • Platform permission gates, required 2FA for privileged operators and secure control panel access

Charts and manager view

Visual dashboards for faster decisions.

Managers need quick signals, not long text. SoftPro is designed around compact charts, visible queues, readiness bars, workload signals and publishing coverage.

82%ready

Listings ready for website and portal review

Listings ready82%
Publishing review58%
Client matches74%
Deals active46%

SaaS model

Built for many agencies, controlled from one platform

SoftPro is not a single-agency install. It is built as a SaaS platform where each agency has its own workspace, settings, limits and website.

Multi-tenant SaaS

Each agency gets its own workspace, domain, branding, users, limits and settings.

Owner control panel

Platform owner can manage agencies, operators, permissions, limits, backups and readiness.

Workspace limits

Storage and usage quotas are tracked per agency and can be upgraded later.

Cloud storage ready

Files are abstracted for cloud object storage, tenant quotas and usage tracking.

Security gates

Platform read/manage permissions, privileged 2FA and production readiness checks.

White-label websites

Agency websites use their own branding while staying connected to the same CRM.

Why it matters

SoftPro replaces the gaps between CRM, website and portals

The practical benefit is simple: fewer disconnected tools, fewer missed follow-ups and less manual publishing.

AreaWith SoftProWithout it
Property dataOne CRM sourceDuplicate spreadsheets and website updates
AIWorkspace-aware recommendationsManual checks and scattered notes
DocumentsAgency and private foldersFiles lost across chats and drives
PublishingWebsite + portal readinessManual copy/paste to every portal
ClientsRequirements and matchesNotes scattered across messages
ManagersLive queues and audit recoveryNo clear owner or recovery path
SaaS ownerControl panel and workspace limitsManual setup for every agency

SEO websites

The public website is part of the CRM, not a separate project

Each agency can promote listings through a public website connected to the CRM. The website is built for SEO structure, clean property pages and fast lead capture.

Canonical pages, sitemap, robots and metadata
Property detail pages with images, video, story and enquiry
Buy/rent pages with filters, map, compare and shortlist
Agency pages for offices, team, areas, markets and contact
Newsroom, help center, status page and legal pages
Branding per agency: logo, colors, domain and contact details

FAQ

Common questions

Short answers for agency owners and managers evaluating the platform.

What is SoftPro?+

SoftPro is a real estate CRM SaaS that combines property records, clients, searches, matches, deals, viewings, agency websites, portal publishing, XML feeds, permissions and audit recovery.

Can every agency have its own workspace and website?+

Yes. Each agency can have its own branded workspace, public website, users, roles, domain or subdomain, logo, colors, limits and settings.

Does it support portal publishing and XML feeds?+

Yes. Properties can be published to the agency website and enabled portal channels, with XML feed setup, provider credentials, readiness checks, portal IDs and live status.

Is it built for agents and managers?+

Agents get a faster daily workspace. Managers get queues, assignments, permissions, publishing review, audit logs, reports and recovery actions.

Is SoftPro a SaaS platform?+

Yes. The platform is designed as SaaS: agencies are separated, usage can be tracked, limits can be applied and upgrades can be connected later.

Does SoftPro include AI?+

Yes. SoftPro AI works inside the CRM context for matching, next actions, record summaries and property story support while respecting workspace permissions.

Can agencies manage documents?+

Yes. Workspaces can store PDFs and Office files in agency folders and private agent folders, with preview, print, download, sharing and storage limits.

Testimonials

What agencies care about

The tone is professional and practical: less repeated work, cleaner control and faster daily execution.

The value is that the website and the CRM speak to each other. Agents do not need to update a listing in five different places.

Elena Charalambous

Agency manager

Property intake, owners, media, channels and matching are finally connected. It feels like a real agency operating system.

Andreas Nicolaou

Sales director

The manager view is the difference. We can see what needs attention without chasing every agent one by one.

Maria Ioannou

Operations lead

Book a CRM demo

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