CRM, valuation and prospecting licences multiply with every hire.
Every enquiry becomes a card with an owner and a next action.
The CRM in Sofi Pro comes with an international-buyer pipeline already built inside it: qualification fields, bilingual forms, booking calendars and follow-up automations, with a mobile app for every agent.
Sofi is our live AI receptionist, not a recording. Calls are recorded.
Enquiries sit in inboxes and die quietly.
Portals, email, phone and messages each hold part of the story, and a CRM seat per agent grows with every hire. Without an owner and a next action, an international enquiry is easy to lose.
The history of one client is spread across email, SMS, chat and social messages.
An enquiry nobody owns is an enquiry nobody follows up.
Three steps.
We deploy it for you.
We build the account under your brand and domain, set up your users and both calendars, and import your contacts only once your opt-out list is confirmed in writing.
Every enquiry lands in the pipeline.
Forms, calls and messages create a card. The intake tags the language, scores the buyer and notifies the right agent, and the client gets a reply in their own language with a booking link inside.
Your team works it from the app.
Contacts, conversations, calendar and pipeline on desktop and on the phone, with viewing reminders and a rebooking link when a client does not show up.
- International Buyer pipeline: ten stages from first enquiry to keys handed over, plus Lost and Cold.
- Buyer qualification fields: language, nationality, budget range, area, buying timeline, financing route, relocation help and a timestamped consent record.
- A buyer intake form in Spanish and English with GDPR consent and a separate, optional WhatsApp consent, plus a seller valuation form.
- Two booking calendars: viewings assigned across your agents, and valuations.
- A unified inbox with one thread per client, and a mobile app for every agent.
- Five live automations: consent capture, intake and routing, a first reply with the booking link, viewing reminders and no-show rescue.
- Landing pages, e-signature and a social planner, configured by us.
- A read-only panel showing the referral earnings attributed to your agency's code.
- No cap on the number of agents.
Made for how you work.
One price for the whole team.
- No licence that grows with every hire.
- Every agent sees the same client history, and every card has an owner.
Your pipeline in your pocket.
- Enquiries, conversations and viewings in one app between appointments.
- Follow-up and reminders that run whether or not you remember.
Good questions.
Clear answers.
If your question is not here, ask us directly. We answer on WhatsApp in business hours.
Let's talk it throughCan we keep our current CRM?
You can, but you would be paying for two systems. If you want to move, we quote the migration separately and do it during setup, and we tell you before you sign whether your current export is clean enough to migrate well.
What happens to our data if we leave?
Your contacts and your conversation history are yours and can be exported. We do not hold a client list hostage.
Does it pull our listings from the portals?
No. Property listing feeds are not part of Sofi Pro today, and you keep your portals. We will not offer them until they are built and tested.
Can we send campaigns to bought lists?
No. The platform only messages people who replied to you or gave you their number. Every agency on it shares the same sending reputation, so this rule applies to everyone.
What is it built on?
Sofi Pro runs on a licensed third-party CRM and customer platform. What we add is the international-buyer operation built inside it, deployed and run by us under your brand.
See one enquiry go all the way through.
On a live account.
Leave your number and we call you within one working day. In the demo we push one lead through the system and you watch it come out as a booked viewing with reminders.
Explore Sofi Pro for agenciesLeave your number and we call you within one working day.
