Social Zip / CRM for estate agencies

Enquiries, viewings and offers, all in one view.

Every portal enquiry answered, every viewing booked and every buyer followed up. Built and running for estate agencies in South Africa.

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See it working

Walk through the system.

Hover over the dashboard and it walks you through each part of the CRM. On a phone, it plays as you scroll. A full video walkthrough is coming soon.

● ● ●Social Zip CRMHover to walk through ↗

Dashboard

New enquiries31
Viewings this week14
Offers5
Mandates3

Pipeline

Enquiry

Portal enquiry
Show day lead
Viewing booked

Show day lead
Seller valuation
Offer

Seller valuation
Transfer

Rental application

Contacts

Buyer: N. Dlamini3-bed, UmhlangaViewing
Seller: J. SmitValuation requestNew
Tenant: A. Moodley2-bed rentalOffer
Buyer: K. NaidooShow day leadFollow up
Seller: J. SmitTimeline

Enquiry received

Reply sent automatically

Call booked with your team

Automations

Portal enquiry
Instant reply with listing
Viewing booked
Agent reminder
Feedback request

Calendar

Viewings and show days

Mon
Tue
Wed
Thu
Fri

Reports

EnquiriesWon
1/6 The dashboard shows today’s numbers at a glance.

Fictional sample data for demonstration

What it does

Built around how estate agencies work.

01

Portal enquiries

Property portal and website leads arrive in one place.

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02

Viewing calendar

Book viewings and show days and remind buyers automatically.

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03

Offer pipeline

Track each property from enquiry to transfer.

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04

Agent follow-ups

Every buyer and seller gets a next step, on time.

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How we set it up

Understand. Map. Build.

01 / Discover

We learn how your enquiries, work and follow-ups run today.

02 / Map

We map the process and agree what the CRM must do first.

03 / Build and train

We set it up, train your team and review it with you.

CRM for other industries

Keep exploring.

Find your route into practical AI.

● ● ●Social Zip / learning space
$ learn –together

One-to-one AI training

Practical learning with coaching and mentoring, built around your work.

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● ● ●Social Zip / learning space
$ plan –next-session

CRM & business systems

Built and running for estate agencies, manufacturers, e-commerce stores and appointment businesses.

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● ● ●Social Zip / learning space
$ read –perspective

Ideas & insights

Explore thinking on AI, work and business systems.

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Your next chapter

What could work better?

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MEET THE TEAM

Led by Shamz, supported by AI agents. Every piece of work is checked by a person.

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