IT’S THE REAL ESTATE CRM YOU’LL LOVE TO USE, EVERY DAY



  • ORGANISE YOUR DAY

    Be more productive every day. Prioritize daily tasks, schedule meetings, set reminders, view showings, add memos and more. Dashboard alerts ensure that you always know what’s going on and what you should do next, so that you never miss a follow up.




    INTEGRATED WITH GOOGLE CALENDAR

  • MANAGE CLIENTS

    Keep everything about your clients organized in one place. Import your client database with the click of a button, and further enrich your client data with accurate, reliable information from our database. Store important client notes and memos, track activities and communications, look up property details when you need it, and always know when their birthday is. Managing your clients from first contact to final sale has never been easier.




  • NURTURE PROSPECTS

    Be laser focussed. Filter your contacts quickly, sorting them by client type to easily see which prospects or past clients have the greatest likelihood of turning into new business; or by property preference to view those whose requirements match your new listing

  • BUILD RELATIONSHIPS

    We understand that real estate success hinges on strong relationships. That’s why we have added unique relationship-focused features to make it easy to engage and stay in touch with clients at every step of the real estate cycle.






SIMPLE TO USE. POWERFUL FEATURES.

Designed specifically for South African real estate agents!
What can The Virtual Agent CRM do? Take a look.

MANAGE YOUR
CLIENTS ON THE GO

Add notes, comments and memos and
email your clients, all from within The
Virtual Agent.

MANAGE YOUR
CLIENTS ON THE GO

DRAG & DROP CALENDAR

Schedule an appointment or set a due
date for a reminder and you’ll receive
dashboard alerts to keep you
moving forward.

DRAG & DROP
CALENDAR

BIRTHDAY REMINDERS

Get automatic reminders of your clients’
birthdays and move-in anniversaries,
so that you never miss a moment to
show your clients just how much you
appreciate them.

BIRTHDAY
REMINDERS

PREDICTIVE SCORECARDS

See at a glance the likelihood of an
individual to purchase a new home or
sell a property, as well as the suburb
attractiveness of that property. When you
have data-backed listing predictions, you
can concentrate on the people who matter
most and win more listings.

PREDICTIVE
SCORECARDS

ENRICH YOUR CLIENT DATA

Importing your current database couldn’t
be easier. With just the click of a button,
you can add all your client data to the
CRM. Once imported, The Virtual Agent
will automatically fill the blanks in your
information with accurate, reliable data
from our database. We really do make it
that much easier for you!

ENRICH YOUR
CLIENT DATA

SHOW HOUSE TOOL

Accurately collect contact details,
property preferences and feedback of
potential buyers at your show day.
No more Mondays spent deciphering visitors’
handwriting and typing details into
a spreadsheet.

SHOW
HOUSE TOOL

TARGETED EMAIL MARKETING

Need to send a quick message to a client?
Send an email directly from The Virtual Agent.
Better yet, you can filter your clients by type
or property preferences to send a bulk email
to only that segment. Send a brochure to
only your current sellers, potential buyers in
a specific price range or to your show house
visitors. The options are endless.

TARGETED
EMAIL MARKETING

PORTFOLIO SHARING

Portfolio sharing gives you the ability to
share client profiles with a colleague who
also uses The Virtual Agent. Once shared,
both of you can both edit the client’s
profile. e.g. add notes, schedule meetings,
etc. It’s all about helping you and your
team focus and follow up.

PORTFOLIO
SHARING

UNIVERSAL SEARCH

Our Universal Search feature allows you to
search by any keyword. Search for anything:
names, addresses, words, phrases. So, if
you’re battling to remember the name of
your client, just try searching for what you
remember. Our comprehensive search
feature sifts through your contacts, notes and
memos to find who you’re looking for.

UNIVERSAL
SEARCH

BE PRODUCTIVE, ON THE GO

As an agent you’re always on the go, so we designed The Virtual Agent with you in mind. Stay productive all day and access everything you need from your laptop, tablet or smartphone at any time, from anywhere.

CLOSE MORE DEALS
WITH LESS WORK

Make every day easier with the leading CRM tool real estate agents love to use. Sign up for your free trial now and then pay only R80 ex VAT per month.

TRY THE VIRTUAL AGENT FOR FREE

START 30-DAY FREE TRIAL