Onboarding brokerages across the GCC, US and Europe

The CRM your agents will actually open

VisionEstate holds every enquiry, listing, viewing, contract and commission in one place — and tells your team which buyer belongs in which unit before the lead goes cold somewhere else.

Open the live demo

20-minute call. No deck, no obligation — we'll load your own listings into a private workspace first.

11 minMedian first response after go-live
2 weeksTypical implementation
1 inboxPortals, WhatsApp, calls and web
app.visionestate.io
DashboardThursday · Marina desk
7Overdue
14Fresh leads
11mResponse
4.2MPipeline
Omar Haddad2 bed · Business Bay · 2.2M
Overdue
Priya Nair1 bed rental · Marina · 130k
Due
Ruth CarneyVilla · Dubai Hills · 6M
New
Hamad Al SuwaidiLandlord · 2 units to let
Booked
Where the money goes

Your agents were busy all week. The month still closed short.

Nothing dramatic happened. Three ordinary things happened, the way they happen in every brokerage running on spreadsheets, a shared inbox and four separate WhatsApp accounts.

Tuesday, 21:14

A portal lead landed after hours

It sat in a shared inbox until 11am Wednesday. By then he had viewed with two other agencies and one of them had a key.

Leads contacted within five minutes convert up to better than those left overnight.
Four months ago

A qualified buyer was never re-matched

She wanted a two bed at 1.9M in a specific building. Three units matching that have come onto the books since. Nobody re-checked her file, because nobody could.

Most brokerages sit on hundreds of qualified requirements nobody re-runs.
45 days from now

A tenancy renews with somebody else

Nobody was reminded. The landlord got a call from a competitor first, and the renewal commission left the business quietly.

Renewals are the cheapest income you have and the easiest to forget.

None of these show up as a loss in your accounts, because on paper none of them happened. They aren't people problems. They're the predictable result of a business running without a single system of record.

Core modules

Everything a property business runs on, in one system

Built from the way brokerages and developers actually work, not a generic sales CRM with the word "property" pasted over it.

Leads and follow-ups

Every enquiry from the portals, your website, WhatsApp, calls and walk-ins lands in one queue and is assigned within seconds.

  • Auto-response by WhatsApp or email within seconds
  • Fresh, due today, upcoming and overdue buckets
  • Response-time clock on every lead

Clients and requirements

Buyers, tenants, sellers, landlords and investors, with the structured fields that make matching possible.

  • Budget band, bedrooms, areas, purpose, finance
  • A timeline that writes itself — calls, viewings, messages
  • Lead score out of 100, with the gaps named

Properties and projects

Your whole inventory with owner details, commission terms and availability, grouped under developers and projects.

  • Residential, commercial and land
  • Exclusive versus open listing flag
  • Photos, floor plans and brochures per unit

Requirement matching

The reason agents log in. New listing arrives, the buyers it fits surface instantly. New buyer registers, matching stock appears.

  • Scored on budget, area, bedrooms and type
  • Alerts, not another report nobody opens
  • One click from match to booked viewing

Viewings and feedback

Scheduled against the agent's calendar, with the part everyone skips — capturing why the buyer said no.

  • No-show tracking by agent and by unit
  • Owner feedback reports sent automatically
  • Route planning for multi-viewing days

Agents and teams

Who owns which lead, who is carrying pipeline, who is closing, and who is sitting on forty leads they never called.

  • Round-robin or rules-based assignment
  • Targets and conversion rates per agent
  • Permissions down to record level

Payments and commission

Deal value, agency split, agent split and co-broke split, plus what has actually been collected against what is still owed.

  • Instalment schedules and due-date reminders
  • Invoices and receipts from the deal record
  • Commission forecast by stage

Contracts and documents

Agreements generated from the record instead of retyped, then stored against the deal where the next person can find them.

  • Listing agreements, MOUs and tenancy contracts
  • Photos, floor plans and signed files on every record
  • Expiry alerts on every dated document

Reporting

Not thirty charts. The six numbers an owner actually asks about on a Monday morning.

  • Cost per lead by portal and campaign
  • Conversion by stage, agent and source
  • Days to close and commission forecast
Product tour

Have a look before you talk to anyone

These are the screens your team would live in. The full working demo opens in a separate window with sample data loaded.

Today

What needs a person right now
7Follow-ups overdue
14Fresh leads today
11mMedian first response
AED 4.2MOpen pipeline
ContactAgentWaitingSourceStatus
Omar Haddad2 bed · Business Bay · 2.2MLayla3h 12mProperty FinderOverdue
Priya Nair1 bed rental · Marina · 130kFaisal41mBayutDue
Ruth CarneyVilla · Dubai Hills · 6MUnassigned9mWebsiteNew
Hamad Al SuwaidiLandlord · 2 units to letLaylaTodayReferralBooked

Leads

Fresh · Due today · Upcoming · Overdue · All
LeadRequirementSourceNext actionStage
Omar Haddad+971 50 221 88902 bed · 1.6–2.2MJVC, Business BayProperty FinderCall todayQualified
Priya Nair+971 55 610 44321 bed rent · 90–130kDubai MarinaBayutSend optionsNew
Daniel Okafor+44 7700 900 118Investment · 1.5–2MJVCLinkedInCall MondayViewing
Fatima Rahim+971 52 447 9021Townhouse · 4MDubai HillsWalk-inContract sentOffer
Marcus Vella+971 56 118 3390Office · 220k rentDIFCReferralOverdue 6dNurturing

Properties

124 units · 89 available · 17 exclusive
RefUnitLocationPriceOwnerStatus
BB-087Peninsula Four · 2 bed1,310 sq ft · canal viewBusiness BayAED 2,450,000Select Group2% · exclusiveAvailable
JVC-221Belgravia Square · 2 bed1,240 sq ftJVCAED 1,850,000Rana Kassem2%Available
DM-104Marina Gate 2 · 1 bed780 sq ft · chiller freeDubai MarinaAED 115,000 / yrHamad Al Suwaidi5% · exclusiveUnder offer
DH-412Golf Grove · 4 bed villa3,100 sq ftDubai HillsAED 6,900,000Emaar2%Available

Matching

Live requirements scored against available stock
92
Omar Haddad → BB-087, Peninsula Four Buyer · budget 1.6–2.2M · listed at AED 2.45M in Business Bay
Preferred area2 bed matchType match
Book viewing
88
Priya Nair → DM-104, Marina Gate 2 Tenant · budget 90–130k · listed at AED 115,000 per year in Dubai Marina
In budgetPreferred area1 bed match
Book viewing
74
Ruth Carney → DH-412, Golf Grove Buyer · budget up to 6M · listed at AED 6.9M in Dubai Hills
Type matchSlightly over budget
Book viewing

Buyers and investors are scored against sale stock only, tenants against rentals only. Sold, let and withdrawn units are excluded automatically.

Pipeline

AED 4.2M open · AED 96,400 commission on the table

Enquiry1.1M

Marcus VellaIndex Tower · DIFCAED 220,000

Qualified2.4M

Omar HaddadBB-087AED 2,450,000

Viewing1.8M

Daniel OkaforJVC-221AED 1,850,000

Offer4.0M

Fatima RahimDH-412AED 4,000,000

Contract115k

Priya NairDM-104AED 115,000

Won3.2M

A. MansoorCreek HorizonAED 3,200,000

Commission

Collected against outstanding, by deal
AED 214kCollected this quarter
AED 68kOutstanding
AED 96kForecast on open deals
4Invoices overdue
DealValueFeeSplitStatus
A. Mansoor · Creek HorizonClosed 12 AugAED 3,200,000AED 64,000Agency 60 / Layla 40Collected
Fatima Rahim · Golf GroveContract signedAED 4,000,000AED 80,000Co-broke 50 / 50Due 14 Sep
Priya Nair · DM-104Tenancy · 1 yearAED 115,000AED 5,750Agency 100Overdue 9d
Open the working demo Sample data loaded · nothing to install
Where you operate

A CRM that knows the paperwork in your market

Most property CRMs are built for one country and translated badly into every other one. VisionEstate ships with the compliance, portals and deal structures of the three regions we work in.

GCC

UAE, Saudi Arabia and Qatar

  • Trakheesi permit numbers on every listing, with expiry alerts
  • Form A, Form B and Form F generated from the record
  • DLD and RERA broker BRN fields on every agent profile
  • Ejari and Ejar tracking with renewal reminders
  • Property Finder, Bayut and Dubizzle — list once, publish everywhere
  • Arabic and English interface, AED and SAR with multi-currency for overseas buyers
UNITED STATES

Residential brokerage and teams

  • MLS and IDX feeds into your inventory, with RESO-standard fields
  • Buyer and listing agreements with e-signature built in
  • State licence numbers held against each agent
  • Transaction checklists from contract through to closing
  • Commission splits including team leads, caps and referral fees
  • TCPA-aware contact rules on calls and texts
EUROPE AND UK

Sales, lettings and management

  • Rightmove, Zoopla, Idealista and ImmoScout24 lead capture
  • GDPR consent, retention windows and right to erasure built in
  • AML and Right to Rent checks logged on the client file
  • Chain tracking from offer accepted through to completion
  • Tenancy deposit, renewal and notice-period reminders
  • EU or UK data residency, whichever your regulator expects
Onboarding

Live in a fortnight, not a financial year

Most CRM projects die during implementation. Ours is deliberately short, and we do the tedious parts for you.

1

We take your spreadsheets

Excel, an old CRM export, even WhatsApp exports. We clean, de-duplicate and import. You don't retype anything.

2

We wire up your sources

Portals, website forms, WhatsApp Business and your call line start feeding one queue with your assignment rules applied.

3

Your team trains in an hour

Two sessions — one for agents, one for management. Agents need four screens on day one and we teach exactly those.

4

We stay on for 90 days

Weekly check-ins while adoption sticks, then a monthly review of the numbers. Adoption is the whole game.

FAQ

Questions brokerage owners actually ask

Because most CRMs ask agents to put data in and give them nothing back. Matching is the difference — an agent who logs a buyer properly gets sent matching stock automatically, so filling the form is in their own interest. We also cap what agents see on day one to four screens. The reporting an owner wants sits on top, rather than being pushed onto the people selling.
Yes, and it's included. Excel and Google Sheets, exports from Zoho, HubSpot, Salesforce, Bitrix, PropSpace or a legacy in-house system, and WhatsApp chat exports for anything that only lives on a phone. We de-duplicate on phone number and email during import and send you a report of what merged before anything goes live.
Both directions where the portal allows it. Enquiries from Property Finder, Bayut, Dubizzle, Rightmove, Zoopla, Idealista and your MLS or IDX feed arrive with the source and the specific listing attached, so cost per lead per channel becomes measurable. Listings can be pushed out from VisionEstate so a unit is created once rather than five times, subject to your portal or MLS agreement permitting API access.
WhatsApp Business API is a first-class channel, not an add-on. Conversations are logged against the client record, so when an agent leaves, the history stays with the business rather than walking out on a personal phone. Templates for viewing confirmations, reminders and post-viewing follow-ups are included.
Each deal carries the gross fee, the agency share, the individual agent share and any co-broke or referral share as separate lines. Payments are recorded against the deal as they arrive, so at any moment you can see collected, outstanding and forecast. Invoices and receipts generate from the deal record rather than being rebuilt in Word.
You own it entirely, and you can export your full database at any time in a standard format without asking us. Hosting sits in the region you choose — Gulf, US, EU or UK — with encryption in transit and at rest, role-based permissions and a full audit trail of who changed what.
Yes. Your logo, colours and domain, and your name on every email and document the system sends. For agencies reselling to their own clients we also offer a fully white-labelled arrangement where Vision Infinity stays invisible.
Per active user per month with a floor of five users, plus a one-off implementation fee. There's no charge for records, listings or storage, and no penalty for adding a seasonal agent for two months. We'll price it properly on the call once we know your team size and which regions you operate in.
No — small teams often get the most from it, because there's nobody spare to chase what fell through. What you shouldn't buy is the full module set on day one. Start with leads, properties and matching, then switch on commission and contracts when the volume justifies it.

See it with your own listings in it

Send us fifty of your live records. We'll load them into a private workspace and walk you through it on a call — no slide deck, no obligation.

Open the demo first