SoftPro AI
Workspace-aware AI for matches, next actions, property stories and record intelligence.
- Best-match signals
- Record recommendations
- Permission-aware answers
CRM features
The full real estate CRM operating system, module by module.
SoftPro connects property data, clients, searches, AI recommendations, documents, matches, viewings, deals, websites, portal publishing, permissions, audit recovery and SaaS workspace control into one daily platform.
Modules
Everything needed for daily agency work
Each module is connected so agents do not repeat work and managers can see what needs attention.
Property CRM
Complete property records for sales, rentals, residential, commercial and land workflows.
- Owners, buyers and tenants
- Pricing, specs, areas and SEO story
- Photos, videos and files
Clients, searches and matches
Turn client requirements into searchable demand and match them with listings and agents.
- Buyer criteria
- Match scoring
- Agent filters and actions
Viewings and activities
Daily work, viewings, follow-ups and reminders stay visible without chasing messages.
- Calendar workflow
- Missed and upcoming work
- Manager queues
Deals pipeline
Track offer, negotiation, closing and handoff work from the same operating workspace.
- Pipeline stages
- Offers and outcomes
- Closing desk
Agency website
A public website connected to CRM listings, enquiries, SEO pages and agency branding.
- Buy and rent pages
- Property details
- Lead capture
Documents library
PDF and Office files in agency folders and private agent folders with sharing actions.
- Folder tiles
- Preview, print and share
- Storage quota tracking
Plugins and XML feeds
Portal setup, credentials, feed URLs, readiness checks and publishing visibility.
- Provider setup
- Portal channels
- Live readiness checks
Security, permissions and audit
Role-based access, audit trail, undo recovery and safer manager/admin controls.
- Platform access gates
- Audit recovery
- Required privileged 2FA
Reports and dashboards
Readable signals for workload, publishing, response queues, assignments and daily ops.
- Charts and queues
- Team pressure
- Website delivery
Workflow
From property intake to published listing and deal
The system is designed around the real agency path: capture, prepare, match, publish and operate.
Intake
Add a property, owner/client, media, documents and story.
Prepare
Validate required fields, readiness and channels.
Match
Connect properties to clients, leads and searches.
Publish
Push to website and enabled portal/XML channels.
Operate
Run AI next actions, viewings, deals, activities and reporting.
Screens
Real product surfaces
The website shows real workspace screens so agencies can understand the CRM before booking a demo.
SaaS clarity
Built for agencies, managed by platform owners
Each agency can run independently, while the platform owner keeps visibility over workspaces, limits, readiness and delivery.
AreaSoftProOld way
ListingsOne source of truthManual duplicate entry
AIWorkspace-aware next actionsManual review across records
DocumentsAgency folders and private copiesFiles scattered across drives
WebsiteCRM-driven SEO pagesSeparate CMS maintenance
PortalsReadiness and XML feedsManual portal checks
ManagersLive queues and auditScattered status updates
SaaS ownerWorkspaces, limits, 2FA and statusManual agency setup