AI-Enabled The market-leading CRM for commercial & business-transfer agents

Win More Listings.
Automate Everything Else.

The purpose-built UK CRM with the deepest commercial data model, an AI Assistant that takes actions on your behalf, native WhatsApp + Messenger, a mobile app for the field, and Software With a Service alongside the platform.

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Team celebrating success together Collaborative team working at laptops Team planning business strategy
12 New Matches
Applicants matched to The Bell Inn automatically
Offer Accepted — £190,000
14 Queen Street progressed to surveys

Trusted by business transfer and commercial agents across the UK

Sidney Phillips Colliers International Ernest Wilson Charles Darrow ASG Commercial
Purpose-built for the businesses you sell and the properties you let
From corner shops to industrial estates — Agency Office handles every sector
Why Agency Office

Market-leading on what matters. Built for the way you actually work.

Not a residential CRM with commercial bolted on. Not a generic CRM you have to customise for six months. Purpose-built from day one for business transfer and commercial property agents — with the deepest data model, the broadest commercial portal coverage, the only tool-using AI Assistant, and native WhatsApp in the UK market.

Built for Commercial

Sector-based matching, multi-component properties, commercial lease terms, business valuations. Features that generic CRMs simply don't have.

Automate the Grind

Automated portal feeds, email enquiry responses, applicant matching, and follow-ups. Your team spends time closing deals, not doing admin.

Everything Connected

Property, contacts, diary, offers, campaigns, documents — all in one platform. No more switching between tools and losing context.

AI Assistant That Acts

The only UK commercial CRM with a tool-using AI Assistant. Ask it questions in plain English, get intelligence reports surfaced proactively, and approve write actions with one tap. Confirm cards keep you in control.

Mobile + WhatsApp + Messenger

Native iOS and Android app for negotiators in the field — photos straight into a listing, voice notes, viewing feedback, push for new offers. WhatsApp Business and Facebook Messenger integrated directly inside the CRM, so vendor and applicant conversations stay tracked against the right contact and property.

Software With a Service

We don't just sell you the platform — we work alongside you to make it work. Workflow audits, team training, process improvement, and automation of systems outside Agency Office. Two decades of consultancy expertise alongside the software.

Properties
Contacts
Diary
Offers
Campaigns
Reports
Documents
Features

Everything You Need to Win, Manage, and Close

List & Market Properties

Fully Featured Listing Suite

Get properties to market fast with a comprehensive listing suite that works on browsers and mobiles. Automation handles the rest — portal feeds, enquiry responses, and applicant matching happen automatically.

  • Commercial-specific fields: sectors, accommodation, lease terms, business details
  • Multi-component properties — multiple units, floors, or businesses
  • Automated portal feeds to many portals (Rightmove, Zoopla, BusinessesForSale, Daltons, Rightbiz and more)
  • Instant email enquiry auto-responses
  • Marketing packages and professional advert builder
Property detail view in Agency Office
Find the Right Buyer

Intelligent Applicant Matching

Stop manually searching through spreadsheets. The matching engine finds the right buyers automatically — filtered by sector, location, budget, size, and your own custom criteria.

  • Automatic matching by sector, location, budget, and property size
  • Custom criteria fields — tailor matching to your agency's needs
  • Automated match alerts sent to applicants instantly
  • Email tracking identifies hot leads engaging with your properties
  • Full applicant history — every interaction in one place
Applicant matching results in Agency Office
Close the Deal

Offers & Sales Progression

Track every offer from first bid to completion. Visualise the sales chain, monitor milestones, and never miss a critical date.

  • Full offer management with complete audit trail
  • Sales chain progression — see the whole picture
  • Viewing scheduling with automated confirmations and feedback capture
  • Milestone tracking: surveys, searches, exchange, completion
  • Funding status tracking per buyer
Offers management in Agency Office
Stay Organised

Diary, Campaigns & Complete Control

An integrated diary that syncs with Google Calendar and Outlook, powerful campaign tools, and a platform that adapts to exactly how your agency works.

  • Integrated diary with Google Calendar and Outlook sync
  • Campaign automation — email, SMS, triggered by events
  • Activity and pipeline reporting across offices
  • Multi-office and multi-department support
  • Role-based access control for every team member
  • Fully customisable — suited to your exact needs
Diary and calendar view in Agency Office
See More Features
5M+
Emails sent per year — automatically
Matching alerts, enquiry responses, viewing confirmations, campaign emails — all hands-free
Automation

Automation That Works While You Sleep

The biggest time savings are invisible. These processes run automatically in the background — no clicks, no manual work, no missed opportunities.

Auto Matching

Curated Lists, Sent Automatically

Agency Office sends curated lists of suitable businesses and properties to each buyer — including new-to-market listings and price reductions — all filtered to their specific requirements. When a new property is listed or a price changes, matching buyers receive personalised updates automatically. No manual searching. No missed opportunities.

🏠 New Listing Matching Engine Sector + Budget + Location £ Price Change ✉ Curated Lists Sent to matched buyers
📩 Portal Enquiry Rightmove, BFS, etc. Auto Processed ✉ Details Sent Instantly to buyer Buyer Added Reqs Saved
Auto Responders

Portal Enquiries Handled in Seconds

When an enquiry comes in from Rightmove, Businesses for Sale, or any portal, Agency Office processes it automatically. The buyer is added to your CRM, their requirements are saved (so they auto-match from now on), and they receive the property details instantly. Zero manual work.

Email Tracker

BCC or CC emails into Agency Office and they're automatically logged against the relevant contact or property. Full correspondence history without copy-pasting.

Automated Portal Exports

Properties are exported to Rightmove and commercial portals completely automatically. Update the listing once in Agency Office — it updates everywhere.

NDA Automation

Automate and facilitate different NDA processes for sensitive business sales. The right documents go to the right people at the right stage.

Modern technology. Traditional values.
AI Assistant — Shipped

The only commercial CRM with an AI Assistant that takes actions.

Ask Agency Office questions in plain English. Get manager-tier intelligence reports proactively. Approve write actions with confirm cards. Every other UK commercial CRM is read-only or roadmap.

Chat With Your Data

"How many active buyers do we have for Hampshire?" "Show me hot matches not contacted." Plain-English questions, instant answers, no SQL or report-building required.

Actions With Confirmation

Draft an email, book a diary entry, log a call — the AI does the work but you approve it with a single tap. Confirm cards keep you in control and create an audit trail.

Intelligence That Finds Itself

Pipeline at Risk, Hot Matches Not Contacted, Stale Properties, Negotiator Activity. The reports a principal would commission anyway — but generated automatically and refreshed daily.

What Our Clients Say

Trusted by Leading Business Transfer and Commercial Agents

★★★★★

"Using Agency Office's products gives us a definite edge over our competitors. We can get a property on all the required websites, and send out matching within minutes of being instructed."

Business Transfer Agent
Agency Office Client
★★★★★

"Agency Office transformed how we manage leads and property matching. Our team is more efficient, and we close deals faster. The automated communication is a game-changer for our business."

Commercial Property Agent
Agency Office Client

The market-leading commercial CRM is a 20-minute demo away.

See how the AI Assistant, mobile app, native WhatsApp and Software With a Service fit your agency. We'll quote a fair price in the same conversation.

Book a Demo Request a Quote Call +44 (0) 20 3026 3227