Features

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

Eleven core modules plus the four pillars that put Agency Office ahead of every UK competitor: AI Assistant that takes actions, native WhatsApp + Messenger, mobile app for the field, and Software With a Service alongside the platform.

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Properties Contacts Diary Offers Campaigns Reports Documents Helpdesk AI Messaging Mobile SWaaS 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.

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.

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

Centralised document storage linked to properties, contacts, and transactions. Generate letters and emails from templates, manage correspondence, and keep everything in context.

Property & People Documents

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

Document Templates

Standardised templates for common documents — terms of business, property particulars, confirmation letters.

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.

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.

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

Multi-Channel Messaging Live

Native WhatsApp Business + Facebook Messenger inside the CRM. 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.

WhatsApp Business Conversations

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

Facebook Messenger Integration

Inbound enquiries from a connected Facebook page land in the CRM, auto-routed to the assigned negotiator.

Auto-Logged Conversation History

Every message tagged against the right person and property. Audit trail for compliance and continuity when team members change.

Approved Business Templates

Send WhatsApp business-template messages for vendor approvals, viewing arrangements, and follow-ups — fully compliant with Meta's policies.

GDPR-Compliant Opt-In

Opt-in flow, unsubscribe handling, and audit trail built in. Compliance is a feature, not a footnote.

Unified Inbox

Email, SMS, WhatsApp, and Messenger all in one place. Track the conversation across channels without losing context.

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.

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

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.

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