Every client, and where each is up to.
Buyers, sellers and referrers, with every call, email and document against them. Your pipeline in your own stages, and a signed client who goes quiet comes back to your attention.
Agencies listed on buyersagents.com.au
Every buyer, seller and referrer in one place, and where each is up to.
The tools a buyers agent is offered were built for somebody else. A CRM that wasn't built for property. A calendar tool that doesn't know what a Section 32 is. A proposal tool that's never heard of a cooling-off period. An AML platform kept apart from the client's record. None of them talk to each other. And every hour spent switching between them is an hour not spent finding the right property for a client.
Buyersagents.com.au was built from the ground up for one type of professional: the Australian buyers agent. Every feature, every workflow, every automation exists because a buyers agent needed it.
One platform. Everything in one place.Every client, and where each one is up to.
Every client. Every stage. One view.
See exactly where every client sits in the buying journey, from first enquiry to settlement. No spreadsheet. No sticky notes. No "I'll check my emails."
The complete client picture. Always.
Every note, every property, every offer, every compliance check, attached to the client, not buried in a folder. Open a client record and everything about them is on one screen.
A preview, not a feature.
The panel shows onboarding automation we have not built. Nothing on this page sells it; what the CRM does today is listed under Features below.
From first call to settlement. Every step tracked.
The pipeline was designed around how buyers agents actually work, not how a generic CRM thinks they should. Every stage maps to a real milestone in the buying journey. Every card shows what matters: budget, compliance status, days in stage, and the next action you set.
- Drag-and-drop pipeline stages you can rename, reorder, add to and delete
- Lanes that pick up a card on their own when it goes quiet or runs past its next action
- Days in stage and the next action, on every active client card
A video room, the log, and the recap afterwards.
Start a call from the top bar, send the guest a link, and keep the client's file open beside it. What was said is saved line by line as the call runs, with everyone told when transcription starts and the consent recorded, and the recap's next steps become tasks in your queue in a click.
Rachel Hart
Sarah Mitchell- A video room from the top bar, the guest on a link
- The transcript, line by line, saved as the call runs
- Every call logs against the contact, and the recap next steps become tasks
Your AUSTRAC obligations, on the record.
An identity check on a person and a company or trust check, sent from the client's record and filed against it, with a certificate that states which checks were performed and which were not. Compliance does not replace your AML/CTF program, your compliance officer, or your reporting to AUSTRAC.
- An identity check sent from the client record, with the result filed against it
- A certificate that states which checks were performed and which were not
- Your AML/CTF program, the registers and the case diary, on the record
Suburb statistics and comparable sales, inside the platform.
Research a property, add it to a client's shortlist and generate a report, all in the same place the client record lives.
- Suburb statistics and comparable sales on the addresses Cotality holds
- Listing photography and property detail carried onto the property record
- Property due-diligence reports through PropDive, our own report service
What CRM has
- Contact recordsName, phone, email, address, company and ABN for every buyer, seller and referrer you deal with.
- TagsLabel people the way you work, and filter the list by the tag.
- Relationship timelineEvery call, email, document, note and property against a contact, in date order.
- Lead captureAn enquiry from your profile, a form or your website lands as a contact with an opportunity already open.
- Spreadsheet importBring a spreadsheet in, matched by email to who you already hold, and undo the whole import if it went wrong.
- Pipeline boardDrag a client from one stage to the next, on stages you name and order yourself.
- Lane rulesSet a rule on a lane, such as quiet for 14 days, and see who matches it right now.
- Action queueThe top five things to do next, read off your own pipeline.
- Gone-quiet alertsA signed client with no call, email or diary entry for 14 days comes back to your attention.
- PlaybooksThe playbook for a kind of buyer, tuned to the way you sell.
- Sales overviewThe funnel, where your leads come from and what each source returns.
- Morning letterWhat changed overnight, waiting on the Workbench.
Your Google Calendar and your Cotality account connect from your settings. See what connecting takes
All 18 modules on one subscription
CRM is part of BuyersagentsOS. No add-on tiers and no per-module pricing.
Your card is added today and charged only when the trial ends. Cancel before then and you pay nothing.
See what the plan costsOne record per client, with everything about them on it.
Your clients, their briefs, the properties you are searching and every message about them, in one place.
Every plan opens with a 7-day trial. Upgrade when you are ready. Cancel any time.