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Every conversation.
One clear next move.

CRM for UK estate-agency teams.

Captraex turns enquiries, calls and viewing notes into source-linked buyer records, explainable matches and agent-approved follow-up.

Follow the four decisions
One buyer historyPortal, email, call and viewing context stay together.
Reasons before recommendationsRequirements and trade-offs remain visible to the agent.
Approval before actionSuggested changes and follow-up wait for authorised review.
Four controlled decisions

One record.
Every move accounted for.

Follow Maya from the first alert to an accountable next action. Source, intent and ownership stay in view at every stage.

Scroll changes the explanation. It never changes or sends the record.

  1. 01 / Enquiry

    Every enquiry lands with its source intact.

    Portal alerts, calls, emails and website forms enter one owned queue. Every channel, timestamp and reference stays attached; Priya reviews any possible buyer match.

    EnquiryScroll to follow the process
    4 sources retained · Priya assigned
  2. 02 / Qualification

    Every proposed detail shows its evidence.

    Budget, timing and priorities sit beside the message that supports each proposal. Nothing updates until Priya reviews it; missing or uncertain details stay visibly open.

    QualificationScroll to follow the process
    Proposed fields · evidence linked
  3. 03 / Viewing

    A viewing is booked only when Priya confirms it.

    The proposed time stops at a human threshold. Once Priya confirms it, the appointment enters the calendar; feedback remains pending until after the viewing.

    ViewingScroll to follow the process
    Confirmed by Priya · feedback pending
  4. 04 / Agent approval

    AI prepares. Priya decides.

    Captraex drafts from cited evidence, then stops before the approval threshold. Scrolling this explainer changes the view—it never approves or sends work.

    Explore the complete workflow
    Agent approvalScroll to follow the process
    Awaiting Priya · not sent
One buyer record / illustrative workflowAgent review required

Workspace

  1. 01Pipeline
  2. 02Buyers
  3. 03Properties
  4. 04Viewings
  5. 05Follow-up

Example record · Maya Carter · portal enquiry

Three-bedroom home near Peckham Rye

Qualified
BudgetUp to £850,000Evidence linked
TimingMove within 12 weeksEvidence linked
PrioritiesSchool catchment · south-facing gardenEvidence linked
Suggested next action

Offer the Saturday viewing slot for Bellenden Road.

The recommendation cites Maya's timing, budget and two stated property priorities. Nothing is sent until the agent approves it.

Explainable matches
All priorities18 Bellenden Road3 bed · £825,000
One trade-off42 Chadwick Road3 bed · £795,000
Approval gateFollow-up is ready for Priya to review.
Trust

AI with a paper trail.

Every suggestion points back to the message, note, viewing or transcript that informed it. Agents can inspect, edit and approve before anything goes out.

01

Source-linked suggestions

See the exact evidence behind extracted details and proposed actions.

02

Human approval

AI prepares work. The named agent remains responsible for the decision.

03

Complete interaction history

Enquiries, amendments, approvals and follow-ups remain visible in sequence.

Adoption

Start alongside your stack. Replace it when you're ready.

Connect the tools your team already uses, prove one workflow and consolidate only when the connection has been tested.

Portal enquiries

Carry source and property context into the working queue.

Check availability
Email

Keep permitted replies and viewing discussions on the buyer history.

Check availability
Calendar

Keep proposed and confirmed appointments in the same story.

Check availability
Current CRM

Scope only the records required for the first operational workflow.

Agency scoped

Bring us one real workflow.

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