LEADS · VIEWINGS · HISTORY
Real estate broker CRM where no enquiry goes quiet by accident
No card · No trial clock · Export everything · Cancel anytime
You remember the property. Do you remember that they mentioned wanting a garden, that their budget moved twice, and that they're still waiting to hear back on their mortgage?
ERPFlow gives independent brokers one system for leads, viewings and client history — so nothing gets asked twice, and nothing goes quiet by accident.
WHAT'S INSIDE
Four things that keep enquiries moving.
Leads
Every enquiry in one list
Booking
Viewings without the email thread
Customers
Preferences and notes together
Attachments
Documents on the right person
THE PROBLEM
“Didn't I already tell you that?”
There's no ad campaign that beats a past client telling a friend “call this broker, they actually listened.” And there's no ad campaign that undoes a client saying “they kept asking me things I'd already told them, and then just… stopped calling.” If you're building a book of business on your own, this is probably familiar:
- 01Enquiries come in from portals, Facebook, referrals and walk-ins at open houses — and none of it lives in one list
- 02A buyer's budget, must-haves and situation live in your notes app, your memory, or nowhere — so you re-ask the same questions two viewings later
- 03Scheduling a viewing means checking your calendar, the seller's availability and the buyer's, across five different chats, for every single property
- 04Mandates, ID copies and contracts are scattered across email and random folders, never quite attached to the right person
- 05A deal moves through offer, mortgage approval and notary — and somewhere in that stretch a warm lead goes quiet simply because nobody followed up at the right moment
- None of this happens because you're bad at the job.
The job is fine. What isn't fine is that everything around it runs on memory and scattered tools.
And clients feel the difference between a broker who's on top of it and one who isn't. That difference is exactly what gets repeated to the next person looking to buy or sell.
In this business, your next client is usually your last one's friend. Every one of those moments decides whether that call comes.
THE FIX
One system, from first enquiry to closed sale.
Built so every client remembers being looked after — not chased, not forgotten.
01 · LEADS
Every enquiry in one list.
Portal enquiries, Facebook messages, referrals and walk-ins all land in the same list, each marked with where it came from. You see at a glance who has come in and through which channel — instead of reconstructing it from five inboxes.
02 · STAGES
Every enquiry carries its stage.
The stages are New, Contacted, Qualified, Proposal, Won and Lost. One view shows you who is stuck where — so nobody goes quiet simply because they slipped your mind.
03 · VIEWINGS
Book viewings without the back-and-forth.
Set when you do viewings and let the buyer pick a time that's genuinely free. No “does Tuesday at three work?” thread, and no two viewings booked over each other.
04 · PREFERENCES
Every preference and note stays on the client's record.
Budget, must-haves, family situation, what they loved and hated about the last three viewings — all on one record. Walk into the next showing already knowing what matters to them, instead of asking again.
05 · DOCUMENTS
Documents on the right person.
The mandate sits on the seller. The ID and the pre-approval sit on the buyer. Open the right record and it's all there — no digging through email when a notary asks for something.
06 · HOW SERIOUS
Mark who's actually serious.
Every enquiry can be marked Cold, Warm or Hot, so a glance tells you who is worth your week. Clients you've already closed with additionally carry up to five stars, so you remember who was genuinely straightforward to work with.
- New
- Contacted
- Qualified
- Proposal
- Won
- Lost
Buyer · 2-bed, Põhja-Tallinn
- Stage
- Qualified
- Source
- Referral
- How serious
- Warm
- Budget up to €210,000
- Must have: balcony or garden
- Waiting on mortgage pre-approval
The enquiries you have now could be in one list today.
No card · No trial clock · Export everything · Cancel anytime
GETTING STARTED
Three steps, about fifteen minutes.
- 01
Create an account
Name, email, password. No card asked for.
- 02
Put in the enquiries you have now
The ones you're working, with their stage and where they came from.
- 03
Share your viewings link
Under the listing, in a message, in your email signature.
WHAT THIS BUYS YOU
Less re-asking, fewer lost enquiries.
- Fewer leads that go cold simply because nobody followed up in time
- Fewer awkward “I already told you that” moments with buyers and sellers
- Fewer hours lost coordinating viewings across scattered chats
- Fewer documents hunted for at the worst possible moment
- More past clients who refer you, because they remember being looked after — not chased, not forgotten
COMMON QUESTIONS
What people ask before they start
Is the broker CRM free?
You can start for free. ERPFlow has a Free plan, not a trial — no card, no expiry date. It covers one user, ten clients, and ten quotes and five invoices a month; a bigger book of business needs a bigger plan.
What stages does an enquiry move through?
Six: New, Contacted, Qualified, Proposal, Won and Lost. They're fixed in the system and can't be renamed, so every enquiry you have is always described the same way.
Can I rate my enquiries?
An enquiry can be marked Cold, Warm or Hot. The star rating, up to five stars, applies to clients — people you've already done a deal with. They're two different things: one says how serious someone is now, the other says what they were like to work with.
Can I book viewings without the back-and-forth?
Yes. You share a link where the buyer sees only the times you're genuinely free and picks one. The confirmation email carries a link they can use to move or cancel it themselves.
Where do documents go?
On the person they belong to: the mandate on the seller, the ID and mortgage pre-approval on the buyer. There is no separate deal record in the system — everything hangs off the client and the enquiry.
Can I see where an enquiry came from?
Yes. Every enquiry carries a source — website, referral, email, phone, social media or advertisement. Over time that shows you which channel actually brings you clients.
What languages does ERPFlow come in?
Estonian, Russian and English, among others, and each user picks their own.
Can I get my data out?
Yes, at any time. Your whole organisation exports as CSV, and your files as a ZIP. You are not held in by making it hard to leave.
The broker who remembers is the one who gets recommended.
Put leads, viewings, documents and client history in one place — no more scattered notes, no more forgotten follow-ups.
No card · No trial clock · Export everything · Cancel anytime