Propelia for Professionals

Broker Workspace CRM

A professional CRM for brokers to manage properties, inquiries, contacts, viewings, tasks, deals, documents and AI-assisted workflows in one connected workspace.

Create a Partner Account See How It Works

See what's included — compare STARTER and VIP

What's inside

What's inside Broker Workspace CRM

The real workspace, organised around demand, daily operations and the tools that help you improve.

01

Manage demand

Keep every inquiry, person and opportunity connected from first message to active deal.

Inquiries & ContactsEvery inquiry becomes a tracked lead with full contact context, so nothing slips through.
CommunicationReview contact history and compose replies from the lead or contact that owns the context.
DealsMove opportunities through a real pipeline, from first contact to a closed deal.
02

Run operations

Coordinate the property work that fills a broker's day without losing context between tools.

PropertiesManage your listings and property records, from submission to publication.
Viewings & TasksSchedule viewings, manage your availability, and keep follow-up tasks attached to the right lead.
Documents & Exposé SharingShare exposés and files through secure, trackable, revocable links.
Portal SyncCheck listing export readiness with diagnostic, dry-run portal validation.
03

Understand and improve

Use real activity data, controlled AI assistance and workspace controls to decide what comes next.

AnalyticsSee lead value, pipeline activity and workload over any date range.
AI Command CenterAI drafts replies, summarizes leads and proposes next steps — every write action needs your approval first.
Privacy ReviewHandle privacy requests through a structured queue built for manual review.
Team & WorkspaceSee your verified colleagues and manage your public microsite from the same workspace.
The connected workflow

How a broker works in Broker Workspace CRM

One property, one inquiry, one deal — the same context follows the work from start to finish.

Connected CRM activity Property · Contact · Deal
  1. 01

    Add a property

    Submit a listing with structured details, media and documents. It becomes a property record in your workspace.

  2. 02

    Receive an inquiry

    A new inquiry lands as a lead on your board — with the property and the person who asked already attached.

  3. 03

    Turn it into a contact and an opportunity

    Convert the lead into a contact record and, when it's ready, into a tracked deal in your pipeline.

  4. 04

    Schedule viewings and tasks

    Book a viewing against your availability, and keep follow-up tasks and reminders tied to the same lead.

  5. 05

    Move the deal forward

    Track the deal's status on the pipeline board, with AI-suggested next steps you can accept or ignore.

  6. 06

    Share documents and track results

    Share exposés and files through secure links, then check lead value and pipeline activity in Analytics.

The same record context continues across the workspace AI support remains review-first
Why it's a CRM, not a listing tool

A working environment for brokers — not just listing submission

Publishing a listing is one part of the job. Broker Workspace CRM is built for everything that happens after it.

Not just listing submission

A form that publishes a property and stops there.

A working environment for brokers

Properties, contacts and deals stay connected, viewings and follow-ups are tracked, and every document and share is visible in one place.

  • Property, contact and deal share the same context
  • Viewings and follow-up tasks are tracked, not left in inboxes
  • Documents and shares are visible and revocable
  • Analytics shows pipeline value and activity, not just page views
  • AI proposes next steps; you review before anything is sent
Built honestly

What's real today

We'd rather be precise than impressive. A few things worth knowing as you evaluate the CRM:

AI prepares suggestions and action previews; nothing that changes CRM data runs without your explicit review and approval.

Portal Sync is a diagnostic, dry-run check of export readiness, not one-click publishing to external portals.

Privacy-related requests go through a structured, manual review — nothing is deleted or changed automatically.

Deal documents don't yet include a confirmed e-signature integration.

Team is a directory of verified colleagues today, not role-based team management.

Next step

Ready to bring your work into the CRM?

Create your partner account to get started, or compare STARTER and VIP to see what's included.

Create a Partner Account Compare STARTER and VIP

See How It Works