Features

The deepest commercial CRM in the UK. Every module, fully detailed.

Every core module plus the pillars that put Agency Office ahead of every UK competitor: an AI Assistant that takes actions, a unified Conversations inbox with native WhatsApp + Messenger, a mobile app for the field, documents you design yourself and send out for signature, free two-step sign-in, and Software With a Service alongside the platform.

Book a Demo See Pricing
Properties Contacts Diary Offers Campaigns Reports Documents Helpdesk AI Conversations Mobile Websites SWaaS Security Admin

Property Listings

A fully featured listing suite built for commercial property and business transfers. Works on desktop and mobile browsers. Automation handles portal feeds, enquiry responses, and applicant matching from the moment you list.

Commercial-Specific Fields

Sectors, sub-sectors, accommodation schedules, lease terms, business financials, trading hours — all native, not bolted on.

Sales, Lettings & Business Transfer

One platform handles commercial sales, lettings with tenancy management, and business transfer listings with turnover and profit fields.

Automated Portal Feeds

Properties are automatically fed to Rightmove and commercial property portals. Update once, publish everywhere.

Enquiry Auto-Responses

Incoming email enquiries trigger instant, customisable responses — so applicants hear back in seconds, not hours.

Marketing & Advert Builder

Create professional property particulars with marketing packages. Premium, Featured, and Standard listing tiers.

Advanced Property Search

Filter by location, sector, price range, floor area, tenure, and custom criteria. Save searches for quick access.

Contacts & Applicant Matching

A centralised contact database with intelligent matching. The system finds the right buyers for every property automatically — filtered by sector, location, budget, and your own custom criteria.

Full Contact Management

Store contacts with full interaction history, contact methods, preferences, and linked properties. Every touchpoint in one place.

Intelligent Matching Engine

Automatic matching by sector, location, budget, floor area, and custom criteria. Applicants are matched to properties instantly.

Automated Match Alerts

When a new property matches an applicant's criteria, they're notified automatically. No manual searching required.

Email Tracking & Hot Leads

See which applicants open your emails and click your property links. Identify the hottest leads and act first.

Applicant Profiles

Detailed requirement profiles with sector preferences, budget range, location criteria, and custom fields tailored to your agency.

Duplicate Detection

Identify and merge duplicate contacts automatically. Keep your database clean without manual effort.

Applicant matching criteria in Agency Office

Set matching criteria by sector, location and budget

Emailing matched applicants in Agency Office

Email matched applicants directly from the results

Your team works smarter — not harder

Diary & Scheduling

An integrated diary for the whole team. Schedule viewings, log activity, and sync with Google Calendar and Outlook so everyone stays on the same page.

Day, Week & Month Views

See your schedule at any zoom level. Drag and drop to reschedule. Print daily schedules for agents on the road.

Google & Outlook Sync

Two-way calendar sync keeps Agency Office and your external calendar in step. Viewings appear on your phone automatically.

Viewing Scheduling

Book viewings linked to properties and applicants. Automated confirmation emails and reminders keep everyone informed.

Viewing Feedback

Capture feedback after every viewing. Track interest levels and follow up with the right applicants at the right time.

Group Viewings

Schedule multiple applicants for the same property and time slot. Manage group viewings without double-booking.

Activity Logging

Log calls, meetings, and interactions against contacts and properties. Full activity history for every record.

A Rebuilt Calendar

The diary was rebuilt from the ground up in 2026 and is now the default for every agency — faster drag-and-drop, cleaner day, week and month views, and a business, property, staff member or contact linked directly to the appointment. The entry knows what it is about, not just when it is.

Viewing Availability

Set the times a property can actually be viewed, with notes for anything unusual — a vendor who only opens Tuesdays, a tenant who needs notice. Bookings respect it, so you stop arranging viewings that have to be unarranged.

Viewings Requiring Feedback

A dedicated list of every viewing still waiting on feedback, earliest due first. The chase that used to depend on somebody remembering is now a page you work through — and your vendors hear what buyers actually thought.

Offers & Sales Progression

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

Offer Management

Create, track, and compare multiple offers per property. Full audit trail of every bid, counter-offer, and decision.

Sales Chain Progression

Visualise the entire chain with status per party. See who's waiting on what and where the bottlenecks are.

Milestone Tracking

Track surveys, searches, exchange, and completion dates. Automated reminders ensure nothing falls through the cracks.

Funding Status

Track mortgage and funding position per buyer. Know exactly where each party stands before exchange.

Offers Book

Export a printable offers book for vendors showing all bids, dates, and status — professional and transparent.

Party Management

Link buyers, vendors, solicitors, and agents to every transaction. Everyone's details and status in one view.

24/7
Cloud access from any device, anywhere

Campaigns & Marketing Automation

Drive business with targeted email and SMS campaigns. Set up automations that trigger on events — new matches, viewing confirmations, status changes — and let the system do the follow-up.

Email Campaigns

Create and send targeted email campaigns to filtered audiences. Schedule sends for optimal delivery times.

SMS Messaging

Reach contacts via text message for urgent updates, viewing reminders, or time-sensitive opportunities.

Event-Triggered Automation

Set up automated emails triggered by events — new match, offer received, viewing booked. The system follows up so you don't have to.

Campaign Analytics

Track opens, clicks, and engagement per campaign. See which messages resonate and refine your approach.

Let AI Set It Up for You

Describe the campaign in a sentence and the Assistant proposes the channels, the subject line and a first draft for you to edit. A drag-and-drop editor is there when you want to build it yourself, block by block.

Lists & Sequences

Build a list out of any contact search, then run a sequence that drips over days and stops the moment somebody replies. Email, text and WhatsApp in the same campaign, with results reported per channel.

Reports & Analytics

Data-driven decisions for agency principals. Track activity, pipeline, and performance across offices with flexible reporting and export to Word or Excel.

Activity Reporting

Track negotiator activity by date, office, or department. See who's making calls, booking viewings, and closing deals.

Custom Report Builder

Build bespoke reports with flexible parameters and chart overrides. Save templates for recurring reports.

Export to Word & Excel

One-click export to professional Word documents or Excel spreadsheets. Ready for board meetings or vendor reports.

Role-Based Access

Control which reports are visible to which staff. Principals see everything; agents see their own activity.

Reporting suite in Agency Office

Flexible reporting with charts, filters and export options

Documents, Letters & Emails

Design your own brochures, particulars and letters on screen, produce them filled in from the record, and send them out to be signed — all without leaving the platform or buying a separate signing product.

Property & People Documents

Link floor plans, EPCs, contracts, ID checks, and correspondence directly to the relevant record. Everything in context.

Design Your Own Documents

Build brochures, particulars and letters on screen, block by block — text, coloured sections, images and collages, maps, property summaries, repeating business cards. Drag them where you want them, with snap guides and zoom. No Word, and no coming back to us for a change of layout.

Merge Fields That Actually Fill

The details come straight off the record. The field picker only offers what will genuinely populate for that document type, so you never ship a brochure with an unresolved token in it.

Role-Based Access

Control who can view, edit, or download documents. Sensitive files stay protected.

Bulk Upload & Management

Upload multiple documents at once. Batch operations for tagging, moving, and archiving.

Send for Signature New

Sole selling rights agreements, NDAs, offer packs — signed without a separate signing product. It's one of your own templates merged with your own data, so selecting five vendors sends five personalised agreements in one action.

One Click for the Vendor

Each party gets their own private link — no account, no app, no password — with only their fields to complete and a signature they draw with a finger or a mouse. The email comes from your agent's own address, not from Agency Office. "I cannot sign this" tells you why, instead of leaving you waiting.

It Lands Back on the Record

Signature requested, document signed, all parties executed — on the timeline with the rest of the relationship, and the sealed copy emailed to everyone. Not an audit trail living in somebody else's product.

Property documents in Agency Office

All documents linked to the property in one place

Document template editor in Agency Office

Generate letters and emails from customisable templates

Integrated Helpdesk

A built-in helpdesk for your clients and team. Raise tickets, track issues, and resolve problems without leaving the platform.

Raise a Ticket Your Way

Start a support ticket directly from the live chat inside Agency Office, or simply send us an email. Either way, your issue is logged and tracked instantly.

Ticket Tracking & Prioritisation

Track every ticket from open to resolved. Prioritise, assign, and escalate issues so nothing falls through the cracks.

Fast Response Times

We pride ourselves on quick, efficient support. Most issues are acknowledged within minutes and resolved the same day — so your team is never left waiting.

Response History

Full conversation thread on every ticket. See what was said, when, and by whom — complete audit trail.

AI Ticket Analysis

Every ticket is read on arrival and classified — type, complexity, likely resolution time and suggested next steps — so the right person picks it up first time instead of it being triaged by hand.

Time Tracking

Time is captured per message and rolled up by ticket, client and opportunity, so support effort is visible and chargeable work is never lost.

Integrated helpdesk in Agency Office

Track and resolve support tickets without leaving the platform

AI-powered. Human-guided.

AI Assistant Shipped

The only UK commercial CRM with a tool-using AI Assistant. Ask in plain English, get intelligence reports proactively, and approve write actions with one tap. 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 in, instant answers out — no SQL, no report builder, no waiting on admin.

Write Actions With Confirm Cards

The Assistant can draft emails, book diary entries, log notes, send SMS. Every write action surfaces as a confirm card you approve with one tap. Full audit trail. You stay in control.

Manager-Tier Intelligence Reports

Pipeline at Risk, Hot Matches Not Contacted, Stale Properties, Negotiator Activity, Viewings Without Feedback. Opinionated reports a principal would commission — surfaced automatically.

Proactive Daily Briefing

Each morning the Assistant posts a personalised briefing for each user: today's priorities, hot matches surfaced overnight, viewings awaiting feedback, deals approaching milestone dates.

Voice Control (Coming)

Ask the Assistant by voice from the mobile app — "log feedback for the Bell Inn viewing, second viewing requested" — and it captures the action while you're walking back to the car.

Role-Tier Security

Different tools available to staff, managers and admins. Intelligence reports gated to managers. Write actions audited. Every AI action is traceable, accountable, controllable.

See the AI Assistant in Action

Conversations — Unified Inbox Live

Every client message — email, WhatsApp, Facebook and SMS — in one threaded inbox, tied to the right person and property, with AI-suggested replies. Reapit, Alto and every other UK commercial CRM either don't have it or rely on a third-party bolt-on. Agency Office ships it natively.

One Inbox, Every Channel

Email, WhatsApp, Facebook and SMS all land in one threaded inbox, newest first. Filter to a single channel when you want to catch up on one type of message at a time.

Threaded to Person & Property

Every message is auto-tagged to the right contact and listing. A contact or business record shows the whole history across channels — including messages with the businesses they own.

WhatsApp Business

Send and receive WhatsApp messages linked to contacts and properties. No more vendor chats trapped on a negotiator's personal phone.

Facebook Messenger

Inbound enquiries from a connected Facebook page land in the same inbox and thread, auto-routed to the assigned negotiator.

A Shared Worklist, Not a Feed

Filter by Needs attention, Unassigned, Mine or Handled. Assign a thread to yourself so two negotiators never reply to the same buyer, and mark it handled when it's done.

Message Handlers & Escalation

A dedicated role for the people who watch the inbox, with their own unread counter alongside each negotiator's. Messages that arrive when nobody is online escalate rather than sit there unread until morning.

AI-Suggested Replies

Ask for a draft tailored to the channel, edit it however you like, then send. You always stay in control — nothing goes out on its own.

Templates + GDPR Compliance

Approved WhatsApp and SMS templates with merge fields for vendor approvals, viewings and follow-ups. Consent is recorded per contact along with how it was obtained, sends are gated on it automatically, and a reply of STOP opts someone out on the spot.

The 24-Hour Window, Handled

WhatsApp only lets you message freely for 24 hours after someone contacts you. Agency Office tracks that window per conversation and tells your negotiator where they stand, so replies don't silently fail.

Mobile App Live

A native iOS and Android app for negotiators in the field. Reliable login, iPad parity, photo-to-listing in one tap, and real offline mode for valuations — purpose-built to beat the universal complaints about competitor apps.

Today's Diary + Next-Viewing Navigation

One-tap directions to your next appointment via Google Maps or Waze. Branch-wide calendar visibility so you know who's covering what.

Photo Capture Straight to Listing

Take photos in the app and they attach to the right property immediately. No multi-step upload, no exporting from camera roll.

Viewing Feedback in the Field

Log feedback the moment you leave the property, while details are still fresh. Voice-to-text supported.

Push Notifications

New offers on your properties, urgent diary updates, hot leads inbound, AO Assistant proactive nudges — directly to your phone.

Biometric Login

Face ID and Touch ID after first authentication. No login loops, no re-typing passwords on every commute.

Offline Mode

Your diary, assigned properties, and key contacts cached for offline use. Viewing feedback queues for upload when signal returns.

Explore the mobile app →

Client Websites Live

Your agency's public website, designed with you and then yours to run — with your live listings feeding straight out of the CRM. No developer on retainer, and no waiting a fortnight to change a paragraph.

Your Listings, Already There

Instruct a property in Agency Office and it appears on your website. Change the price, take it under offer, add photographs — the site follows. There is no second place to keep up to date.

Edit Any Page Yourself

A block editor with live preview: click the text and change it, drag a section where you want it, add a page and put it in the menu. Minutes, not a change request.

AI Does the Heavy Lifting

Generate a full site in your brand colours to start from, ask for changes in plain English, and have the copy for your about, services and contact pages written for you to edit.

Search Buyers Actually Use

Draw an area on the map and filter by sector, price and floor area — commercial search, not a residential search with the wrong fields on it.

Vendor & Buyer Logins

Vendors sign in to see viewings, feedback and offers on their own property. Buyers register, save searches and get alerted — and every enquiry lands in the CRM as a lead, not in an inbox.

A Matching Mobile App

Turn the same website into a branded app for your clients, built from the site you have already set up.

Explore client websites →

Software With a Service

Most CRM vendors disappear after onboarding. We take the opposite view — value depends on whether your team actually uses the platform well. Two decades of business-process consultancy alongside the software.

Workflow Audits

We find the features you're not using but should be, and the manual workflows that should be automated. Fast, actionable recommendations.

Team Training Sessions

Get your team up to speed on new functionality. Per-role training so negotiators, managers, and admins each learn what's relevant to them.

Process Improvement

Lead-to-completion process reviews, operational efficiency consultancy, marketing-process review. We bring the business expertise to your workflow.

Automation Beyond Agency Office

Connect ChatGPT, Claude, document-AI tools, Zapier, Make.com, Power Automate, or bespoke scripts into your operation. AO is the centre, not the boundary.

Third-Party Integrations

Accounting tools, e-signing, identity verification, telephony, CRM-adjacent SaaS — we'll scope and deliver the integration as a service.

Custom Build Engagements

Where the standard platform doesn't reach, we'll build it. Bespoke reports, workflows, or modules tailored to your agency.

Discuss a Service Engagement

Security & Sign-in Live

Two-step sign-in for every user — free, and nothing for staff to install. Add UK-hosted data, per-tenant isolation and granular role-based access, and client data stays protected even if a password is ever guessed, shared or stolen.

Free Two-Step Sign-in

After their password, staff enter a short six-digit code. It's included on every tier at no extra cost — turn it on for the whole team in one switch.

Code by WhatsApp or Email

The code arrives by WhatsApp if you've set it up, with email always on as the reliable fallback — so nobody gets locked out, and there's no authenticator app to install.

Trust a Device for 30 Days

On their own regular work computer, staff can skip the code for a month. On a shared machine, they simply leave it unticked. Secure without getting in the way.

Granular Role-Based Access

Every screen, button and data point can be permission-controlled by role. Staff, managers and admins each see exactly what they should — and nothing they shouldn't.

UK-Hosted, Isolated Data

Your data lives in UK data centres with per-tenant isolation and encrypted connections (HTTPS/TLS) throughout. No shared tables, no data leaving the UK.

Cyber Essentials Certified

Agency Office is certified to Cyber Essentials, the UK Government-backed standard for protecting against common cyber attacks — independently assessed, not self-declared. Increasingly what corporate vendors and lenders ask for before they'll share data with an agent.

Full Audit Trail

Sign-ins, write actions and AI actions are all traceable and accountable — the audit trail you need for compliance and peace of mind.

Deletion on Request

A documented route for erasing client and contact data when someone asks, covering the CRM and the connected messaging channels. See our data deletion policy.

Administration & Configuration

Full control over how the platform works for your agency. Custom fields, role-based permissions, multi-office support, and branding — no development needed.

Custom Fields

Add bespoke fields to any module. Tailor the platform to your agency's specific data requirements without writing code.

Role-Based Access Control

Granular permissions at module, function, and data level. Every screen and button can be permission-controlled.

Multi-Office & Multi-Department

Manage multiple branches with shared or separate data. Department-specific settings and reporting.

Staff Management

User accounts, roles, logon hours, and activity tracking. Onboard new staff in minutes.

Theme & Branding

Choose dark or light theme. The platform adapts to your preference with modern, accessible design.

Cloud-Hosted, Zero IT

No servers to maintain, no software to install, no backups to manage. Always up to date, always secure, always available.

Outbound Webhooks

Push events out of Agency Office into your own systems as they happen — a price change, a status change, a new contact or business. Signed, so the receiving end can verify it came from us.

Email Verification

Catch bad email addresses as they arrive — typed in, submitted on your website, or created by the portal autoresponder — instead of finding out months later. Existing contacts can be checked in bulk and the dead ones archived in a batch.

Switch Features On Yourself

Two-step sign-in, Conversations, Campaigns, webhooks, email verification — an administrator turns them on from Settings → Integrations when the agency is ready, without a support ticket or a deployment.

See the market-leading commercial CRM in action.

A 20-minute demo will show you the modules that matter most for your agency — and exactly how the AI Assistant, mobile app and Software With a Service fit. We'll quote in the same conversation.

Book a Demo See Pricing Call +44 (0) 20 3026 3227