Property Sector
CRM Specialists 

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Common Challenges we Solve 

PIPELINE VISIBILITY - No clear view of enquiries, lot availability, stage releases, or where each buyer sits in the sales process. Your team is constantly chasing updates across spreadsheets and emails just to understand what's actually happening across your developments.

TOO MANY MANUAL TASKS - Repetitive data entry, manual follow-up reminders, and updating the same information across multiple places. Time that should be spent with buyers or progressing deals is consumed by admin that could be automated.

SCATTERED NOTES AND COMMS - Client conversations, agent updates, and buyer preferences buried in email threads, chat apps, and individual notebooks. Critical context gets lost when team members are away or when clients are handed between sales, marketing, and project teams.

USER ADOPTION - Teams avoiding the system because it doesn't match how property sales actually work or adds unnecessary admin. When your CRM feels like a burden rather than a tool, people default back to spreadsheets and their inbox.

Property workflows are uniquely complex. At Zippily, we build CRMs purpose-designed for developers, project marketers, and surveyors — centralising your pipeline from enquiry to handover.

Our Recommended Platform

HubSpot – CRM

Centralise data and streamline workflows

HubSpot CRM provides a single platform to track leads, manage stock or project progress, and automate follow-ups. By consolidating enquiries, client communications, and project data, HubSpot eliminates disconnected spreadsheets and ensures your team always has real-time visibility into project status.

HubSpot benefits for property teams:

  • 360 view on leads, projects and opportunities

  • Automated follow-ups, reminder and sequences to prevent missed opportunities

  • Real-time reporting dashboards for improved project visibility

  • Collaboration tools to keep developers, marketers, agents, and surveyors aligned

Learn more

Other platforms we like

PandaDoc

Quoting & Document Management

Perfect for property developers and surveyors who need fast, accurate, professional quoting.

PandaDoc helps you:

  • Produce branded quotes and contracts in minutes

  • See prospect engagement with real-time open + signing alerts

  • Use built-in e-signatures (no extra tools required)

  • Pull CRM data directly into documents to avoid errors

  • Automate proposal creation at key pipeline stages

  • Sync signed contracts straight back to HubSpot

  • Eliminate duplicate data entry across your sales systems

Why it matters for the property sector:
It drastically reduces admin, speeds up deal cycles, and creates a seamless flow between CRM to quotes and signed contracts.

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AirCall

AI VOIP & Communication Platform

Aircall integrates directly with HubSpot to centralise team communication.

  • Automatically log and record client calls inside the CRM

  • Route calls to the right team member instantly

  • Keep communication consistent across sales, admin, and site teams

  • Improve response time for enquiries and follow-ups

  • Send automated SMS follow-ups directly from CRM

Why it matters for the property sector:

Every call is stored, searchable, and connected back to the client record — eliminating missed details and fragmented phone notes.

Together, these tools help property developers and surveying teams eliminate disconnected data, streamline workflows, and improve visibility and collaboration across every project.

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Discovery Session
We clarify your goals, workflows, roadblocks, and desired outcomes, ensuring the CRM aligns with your business needs and growth plans.

Our process.  

Configuration review & Feedback
We walk through the CRM setup together, check that every detail meets your expectations, and make adjustments based on your feedback.

Shadow Session
We observe your systems and processes to map the right CRM architecture for your team.

Tailored Training Workshops
Short, practical sessions designed for your team. Choose half-day or full-day workshops to ensure sales, marketing, and operations staff feel confident using the system from day one.

CRM Configuration & Integrations  
We set up and configure your entire ecosystem — clean, scalable, and tailored for your business. Integrations with tools like PandaDoc, Aircall, or other platforms are configured to streamline workflows and centralise data.

Ongoing Support & RevOps
We find clients get the most value from long term partnerships. Keep momentum going with a RevOps-focused retainer. We provide continued expert support, workflow optimisation, reporting tweaks, and strategic guidance as your business scales.

  • “Zippily did an outstanding job setting up our CRM. From the very beginning, he was efficient, professional, and made the whole process seamless. He quickly understood our needs, tailored the setup to suit our business, and made sure everything was running smoothly. His attention to detail and clear communication gave us confidence at every step. We’re now set up with a system that works perfectly for our team thanks to his expertise. Highly recommend Zippily for anyone needing a reliable and skilled CRM setup!”

    Stefan Powney (Growth & Acquisitions Director) - Tuakiri Properties (5 Star Google Review)

  • “Zippily has been an incredible asset to our team. He quickly resolved our challenges and streamlined our workflows, always seeking the most effective and user-friendly solutions. His speed, responsiveness, and efficiency are unmatched, and he’s a pleasure to work with. We highly recommend the team at Zippily.”

    Maria Salmon (Residential Sales Manager) - Precinct Properties (5 Star Google Review)

  • “Sean and his team at Zippily have gone above and beyond with their services. Their knowledge and expertise in CRM implementation and custom API establishment for our systems development have been superb. Responsive and pro-active; we highly recommend partnering with them.”

    Ben Madden-Holmes - House Surveys AU (5 Star Google Review)

Our Journey with House Surveys AU

We partnered with House Surveys AU to understand their unique workflow challenges and deliver a seamless solution that eliminated manual data entry, saved hours each week, and gave them confidence in their connected systems.

View Case Study

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More About Us

Frequently Asked Questions.

  • Zippily delivers end-to-end CRM implementation for property developers and surveying teams. We map your workflows, build custom pipelines, automate follow-ups, integrate tools like PandaDoc and Aircall, and set up real-time reporting dashboards. HubSpot is our preferred CRM for most property teams, but the ideal platform depends on your workflows, team size, and project volume.

  • Most property teams pair their CRM with tools like PandaDoc for quotes, contracts, variation requests, and survey reports, and Aircall for VOIP, call logging, and SMS automation. Together with HubSpot CRM, these platforms centralise leads, stock updates, documents, and communication across your entire development pipeline.

  • Most property CRM implementations take 3–6 weeks, depending on project complexity, multi-development environments, and the number of integrations required. Costs vary based on automations, dashboards, and connected tools, but Zippily ensures a cost-effective setup tailored to property developers, surveyors, and teams running multiple projects simultaneously.

  • Yes — Zippily provides tailored CRM demos for property developers and surveying teams. We walk through lead management, project pipelines, stock tracking, and document workflows, along with data security, permission structures, and multi-team access so you can see exactly how the CRM will work for your business.

  • Zippily’s setups fix key issues like disconnected data, slow follow-ups, and limited project visibility. We centralise leads, stock, lot availability, and survey documents, automate reminders, and build dashboards for stage releases, project milestones, and inspection workflows. The result is faster admin, fewer errors, and smoother collaboration across all stakeholders.