Property relationships
Use buyer, vendor and partner terminology across customer records.
For residential sales, commercial agents and property managers
CRM for property & real estate
Keep vendors, buyers and landlords moving from appraisal to contract, and log every maintenance and inspection request properly.
Appraisal3Sale listingA$1,850 · JLOwner enquiryA$2,400 · JL
Authority pending2Lease listingA$4,200 · SRSale listingA$640 · SR
Listed1Maintenance requestA$960 · AK
Offer received3Inspection requestA$7,300 · MP
- Free plan
- Up to 2 people
- Industry setup
- Professional, A$39
- Card to start
- Not needed
- Data stored in
- Sydney
Sound familiar?
Manage buyers, sellers, landlords, listings and property relationships.
Appraisals go cold
A vendor you appraised six months ago lists with someone else because nobody followed up.
Buyer details sit in a notebook
Preferred suburbs and budgets are scribbled at opens and never matched to new listings.
Maintenance requests pile up
Tenants email, text and call, and owners ask what’s happening.
How it works for property & real estate
A typical week with the Property & real estate setup. Every name below is exactly what you’ll see in the app.
Enquiries arrive with the right details
Records are named the way you talk: clients, agencies and listings. Each new listing has room for listing type, campaign start and commission rate. There are also fields for client type, preferred suburbs and budget on clients.Listings move through your pipeline
- Appraisal
- Authority pending
- Listed
- Offer received
- Under contract
Quote it and win it
Build quotes from your price list with GST worked out, send them for acceptance and keep the accepted version on the listing.Clients ask for help
- Maintenance requestA tenant or owner reports something that needs repair.Normal
- Inspection requestA request to book or change an inspection.Normal
- Owner enquiryA property owner has a question about their property or statement.Low
Reply in a click
Ready-made replies come with it: “Maintenance request received” and “Maintenance complete”. Each one fills in the person’s first name and can be edited before it’s sent.Follow-ups happen on their own
- Follow up with a new client. Create a next-day task linked to the new client.
- Qualify every new property enquiry. Create an immediate high-priority task linked to the new client enquiry and notify the team.
Watch · 22 seconds
NovaSoft One for property & real estate, in 22 seconds
The clutter, the setup in your words and one tool that suits property & real estate, in a short animated film.
What happens in the film
Sticky notes pile up: “Call vendor re: price”, “Open home Sat 10am”, “Chase authority form”. NovaSoft One renames its records to Clients, Agencies and Listings and sets up the stages Appraisal, Authority pending and Listed, and the 12 Harbour St listing moves along the board. Then it introduces online bookings: vendors book appraisals themselves. Online bookings are on Starter and above.
Animated with fictional businesses. Music, with captions in the picture.
A worked example
From first contact to finished work
After an Appraisal, the vendor’s listing waits at Authority pending with the campaign start date and commission rate. Once Listed, buyers are recorded with their preferred suburbs and budget. When an offer comes in it moves to Offer received, then Under contract. Meanwhile a tenant reports a broken hot-water system: it’s a Maintenance request with an owner, a “Maintenance request received” reply goes out, and the owner can see progress.
What the starting point sets up
Choose Property & real estate when you create your workspace, or apply it later from Customisation. Everything below is created for you and stays editable.
Opportunity stages
Track property conversations with suggested stages and ownership.
Next-contact views
Bring follow-up dates and open conversations into a shared view.
- Your records are called
- Clients, Agencies and Listings
- Pipeline stages
- Appraisal → Authority pending → Listed → Offer received → Under contract
- Extra fields
- Client type (client), Preferred suburbs (client), Budget (client), Listing type (listing), Campaign start (listing), Commission rate (listing)
- Properties register
- Property type, Bedrooms, Bathrooms, Estimated value, Last appraisal, Occupancy
- Request types
- Maintenance request, Inspection request, Owner enquiry
- Ready-made replies
- Maintenance request received, Maintenance complete
- Automations
- Follow up with a new client; Qualify every new property enquiry
Questions about NovaSoft One for property & real estate
Still unsure? Read every question or start free and look around.
Does it syndicate listings to property portals?
No. NovaSoft One manages relationships, listings as opportunities, and requests. Keep using your listing and trust-accounting software for syndication and rent.
Can I record property details?
Yes. The Properties record holds property type, bedrooms, bathrooms and estimated value, linked to the client.
Can owners and tenants raise requests themselves?
Yes, on Starter and above. Maintenance requests, inspection requests and owner enquiries can come through the customer portal.
Can I change what the property & real estate setup creates?
Yes. Stages, fields, record names, saved views and automations are a starting point. Rename, add or switch off anything in Customisation, and your records stay where they are.
Can I bring my existing customers across?
Yes. Import a spreadsheet of contacts, companies or leads in the Data Hub, map the columns, check the preview and commit. Possible duplicates are flagged before anything is created.
What does it cost?
Free for up to two people with the core CRM. Industry starting points come with Professional at A$39 per user per month, excluding GST, billed monthly with no lock-in.
Good to know
Does not provide listing syndication, trust accounting or tenancy management. Industry starting points use NovaSoft One’s existing customer records, pipelines, tasks, saved views and custom records, and are included on Professional plans and above.
Read the guide
Practical advice for property & real estate, whichever CRM you use.
Try NovaSoft One for property & real estate.
Start free for up to two people today. Switch on the full industry setup with Professional whenever you’re ready.