Purpose: EstatAI CRM organizes buyers, sellers, landlords and tenants, and reminds agents who to follow up with.
Lead pipeline: Agents can track leads by source, interested property and listing reference through new, in-progress and converted stages.
Reminders: Each lead can have a dated next action, with overdue follow-ups highlighted at the top.
Activity history: Agents can log calls, emails and notes on each lead.
Team tools: Team plans allow lead assignment to negotiators and handoffs through a built-in messages inbox.
Reporting: Reports cover total leads, interest, conversion rate, closed sales and sales value, with date-range filters.
Property records: The CRM stores property records, plot files and receipts by listing.
Connected products: The EstatAI chat widget can send website leads into the CRM inbox, and the Voice AI receptionist can answer calls and book viewings into the shared pipeline.
Privacy and data: EstatAI says its privacy policy follows UK GDPR and the Data Protection Act 2018, and that client data is hosted on UK and EU infrastructure.
Data handling: EstatAI says it does not sell personal data, uses Stripe for payment processing without storing card details directly, and retains widget conversations for 12 months.
Support: The CRM page gives [email protected] for questions and says replies arrive within four business hours.
Audience: EstatAI says it built the CRM for estate agents and initially used it with white-label agency clients, including lettings agencies managing hundreds of properties across Greater Manchester.
Company: EstatAI describes itself as a remote software development team serving estate and letting agents in the UK, Dubai, the wider GCC and the USA.
Registration: The about page says UK company registration is planned and that the registration number will be shown once issued.

Where it ranks on Freedom251

Best Real Estate CRM Software in 2026#205 of 249

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Sources

estatai.co.uk/crm· checked 12 Oct 2026
estatai.co.uk/privacy· checked 12 Oct 2026
estatai.co.uk/about· checked 12 Oct 2026