ESTATEOS / Guides
Start with structure. Continue with confidence.
How an agency gets started and organises its work.
Rehearse one complete workflow with your team before commercial onboarding. The paths below are navigation instructions; private modules require sign-in and appropriate permissions.
1. Set up your agency
An authorised manager sets the brand, members and roles. Invite each colleague with a personal account and the permissions they need.
Settings → Team & permissions
2. Build a complete property record
In Properties, add characteristics, the owner and a separate commercial instruction. Keep private documents separate from approved public media.
Properties → New property → Details & instruction
3. Connect the buyer to their requirements
In CRM, save the buyer, budget, areas and requirements. Review matching, select properties and save a shortlist.
CRM → Buyer → Requirements & shortlist
4. Complete the viewing journey
Schedule a viewing with a property, buyer and agent. After the meeting, record the outcome and assign the next action with a due date.
Calendar → Viewing → Outcome & follow-up
5. Prepare your public presence
Review branding, pages, SEO titles and enabled languages in Website. Verify the domain in Settings, select eligible listings and explicitly publish.
Website → Pages & SEO · Settings → Domains
Check before you welcome visitors.
Review photos, languages, enquiry forms, permissions and the full follow-up journey. The Website SEO-readiness card shows prerequisites, not proof of Google rankings.
Sign in to your agency ↗Request a guided demonstration ↗Frequently asked questions
Is it just a CRM?
CRM is one part of EstateOS. Property records, people, viewings, tasks and the agency website connect in a shared workflow.
What can I see in a demonstration?
We start with a real need from your agency and follow the complete workflow. The public showcase uses Demo Agency and fictional data. We separately confirm availability and configuration for your agency.
Can we have our own website and domain?
Agency websites support your own brand and a verified domain. Activation requires configuration, a content review and explicit publication. It does not happen automatically at sign-up.
Does it already connect to Spitogatos, Meta or Google?
No. External connections remain Coming soon. Naming a provider does not imply a partnership or an active synchronisation.
Does it work on mobile? Is installation required?
EstateOS is a responsive web application for phones and computers. An App Store or Play Store app is not required. Core workflows keep a consistent logic across screen sizes.
Are MarketingOS and ConstructionOS available?
The workspace includes campaign plans. Ad execution, social publishing and MarketingOS automation remain Coming soon. ConstructionOS is a separate roadmap direction.
How is the agency’s information protected?
Access is controlled through accounts, memberships, roles and permissions. Data is isolated per agency, and private documents are separated from public presentation media.
YOUR AGENCY. YOUR WORKFLOW.