Real estate management
Assess property and stakeholder coordination requirements.
Explore Real estate managementPixie CRM for property managers, letting teams, landlords and property service providers
CRM for Property Services
A property can involve owners, tenants, contractors and several internal teams. A request is easier to manage when everyone can find the property context and the person responsible for the next action. Pixie connects stakeholder records, service work and supporting documents, with specialist property modules considered where they match your portfolio.
Property Services · A connected workflow
Keep every property relationship and service request in view.
Illustrative process · configured around your team
- 01Record the relationship
- 02Assess the request
- 03Coordinate the work
- 04Review the outcome
How Pixie fits your business
Keep every property relationship and service request in view.
A repair request can cross several inboxes before anyone confirms who is coordinating it. Linking the request to its property, stakeholder and owner creates a clearer route from first report to documented follow-up.
For property managers, letting teams, landlords and property service providers, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.
A practical starting point
Walk through one real example from record the relationship to review the outcome. Use your own documents and handovers to decide which fields, roles and modules the first release needs.
The work, step by step
A shared thread from enquiry to the next conversation.
Give each stage a clear owner and an agreed handover. These are example steps for property services; the final process should reflect your service model and the systems you already use.
- 01
Record the relationship
Connect the relevant owner, occupier, contractor and property details.
- 02
Assess the request
Capture the issue, access arrangements and responsibility for deciding the next action.
- 03
Coordinate the work
Assign contractor follow-up, document requests and service tasks with visible ownership.
- 04
Review the outcome
Keep completion information and open questions available for the next stakeholder conversation.
Build around the work you do
Relevant modules for property services.
Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.
Service workflow management
Organise service requests and assigned follow-up.
Explore Service workflow managementProperty compliance management
Review evidence and obligation-tracking needs for the portfolio.
Explore Property compliance managementHMO property management
Explore documented HMO workflows where relevant.
Explore HMO property managementProperty licence applications
Coordinate licence-application administration and evidence.
Explore Property licence applicationsCustomer portal
Share appropriate updates with selected stakeholders.
Explore Customer portalAcross the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.
A considered rollout
Make the first release useful to the people doing the work.
Confirm jurisdiction, access controls and the responsibilities of owners, agents and contractors. Evidence tracking supports administration; it does not by itself certify a property or guarantee compliance.
Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.
- Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
- Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
- Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
- Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.
Use the CRM implementation guide and migration checklist to prepare the first discussion.
Specialist workflows to explore
These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.
Useful answers
Questions from property services teams.
Use these answers to shape the conversation about your proposed configuration.
Can one property have several contacts?
Plan the relationships between owners, occupiers, contractors and internal staff during setup. Demonstrate who can see each request and document, especially where the same stakeholder is involved with more than one property.
Which modules should our team start with?
Start with the relationship record and the most important handover in your property services process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.
How do we connect the systems we already use?
List the systems involved in record the relationship and review the outcome. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.
How can we review pricing and implementation scope?
Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.
Let’s map your next better working day.
Bring one real property services customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.