Every tool your property project needs
Ten purpose-built modules covering the full property project lifecycle - CRM, stock, contracts, marketing, payments, and settlement. No integrations to bolt on. No gaps between teams.
CRM & Lead Management
Manage leads from every channel in one place — with automated follow-ups, built-in email and SMS, and real-time visibility across your entire sales pipeline. Purpose-built for property projects, not configured from a generic CRM.
- Lead automation, scoring and tracking
Evaluates lead quality so your team knows which prospects to prioritise — and which campaigns are driving results.
- Multi-channel capture
Built-in communication tools keep every buyer's conversation connected — without switching between platforms.
- Industry specific integrations
Fast, simple and standardised connection with industry specific real estate portals, meta, project websites and more
Stock Management
Manage and allocate stock across your entire project portfolio with complete visibility over pricing, sales status, availability, and buyer profiles. No spreadsheets or manual updates.
- Agent and channel partner allocation
Distribute stock to master agents, channel agents, and sales groups — with granular access controls.
- Pricing control and availability
Adjust pricing and availability instantly across your project — and see which stock is moving fastest as it happens.
- Full project visibility in one place
Pricing, sales status, availability, specs, buyer profile, and settlement risk — all from a single view.
Marketing Automation
Target the right buyers at the right time with automated email, SMS, and workflow tools built around property project sales cycles. Use recommended workflows or build your own.
- EDM Marketing, Emails & SMS Automation
Trigger real-time communications from initial enquiry onwards — event-based or time-triggered, with templates ready for fast sending.
- Personalised nurture journeys
Customise end-to-end communication journeys through advanced email, SMS, and workflow tools.
- Tracking and analytics
Monitor interactions and response rates to see what's working — and refine your approach based on actual data.
Contract Management
Centralise the entire contract and document management process — from generating sales contracts to tracking changes, buyer upgrades, and key dates. One place for your sales team, back office, and legal to work from the same information.
- Contract generation in a click
Generate sales contracts directly from the platform — and manage changes, particulars, and buyer upgrades without leaving the system.
- Document management
All contract documents in one place, with version control and a clear audit trail of every change.
- Automated workflows
Purchaser experience workflows fire automatically based on key dates in the sales contract — reducing manual follow-up.
Payment Solutions
Simplify financial management across your project. Purchaser payments, deposits, and commission generation all handled inside the platform, with direct integration to your accounting software.
- Deposit management
Purchaser payments collected and tracked against each unit and contract.
- Commission automation
Agent commissions calculated and generated without manual calculation.
- Accounting software integration
Payment processes connected directly to your accounting software — no manual data entry or double handling.
Sales Optimisation
Lead scoring that ranks every lead by likelihood to convert — based on analysing historical patterns and up to 50 lead metrics. Your sales team sees their highest-priority opportunities first, without any manual qualification.
- Algorithmic lead ranking
Leads ranked automatically by likelihood to convert — based on historical patterns across your pipeline, not gut feeling.
- 50 lead metrics scored
From phone calls and emails to scheduled meetings and last contact — assign your own scoring weights or use out-of-the-box settings.
- Email tracking and engagement
Monitor who's actively opening and engaging with emails to sharpen lead scores and surface real buyer intent.
Settlement Management
Handle buyer communications, inspection bookings, defects, risk tracking, and completion reporting in one place. Identify settlement risks early and keep every stakeholder informed.
- Settlement risk management
Real-time status tracking and risk scoring across every transaction — so potential issues are identified well before completion.
- Inspection management
Automated booking management for purchaser and valuation inspections — with automatic reminders keeping buyers informed.
- Defects management
Log issues, take photos, and assign defects in real time — all centralised and tracked through the defecting period.
Interactive Mapping
Showcase project stages, releases, and availability through interactive maps that update in real time as sales happen. Embed directly into your marketing website or share with sales teams.
- Embeddable project maps
Embed interactive maps into your project website — showing property details, releases, and live availability to buyers.
- Real-time sales and stock visibility
Instant oversight of sales status, stock management, and master planning — updated automatically as transactions occur.
- Controlled access for different audiences
Buyers see availability, agents see sales detail, development managers see project performance — each with the right level of information.
Reporting & Metrics
Use out-of-the-box report templates or build your own. Get instant insights on agent productivity, campaign performance, sales activity, forecasting, and settlement risk.
- Out-of-the-box and custom reports
Start with ready-made templates for agent productivity, sales activity, and settlement risk — or build your own dynamic reports from scratch.
- Flexible visualisations
Represent data with bar graphs, line graphs, pie charts, tables, or heatmaps — using pivot tables to combine data from multiple sources.
- Automated report delivery
Schedule and send repeating reports automatically — so the right people get the right data without manual exports.
Trust Accounting
Manage and receipt deposits from buyers throughout the reservation, contract, and settlement process — with compliance reporting and agent commission integration built in. Designed specifically for the property sales agents and solicitors.
- Deposit management
Manage and receipt deposits from reservation through to settlement — all within the same platform your sales team already uses.
- Compliance reporting
Out-of-the-box reporting built for regulatory compliance — so your trust accounting stays accurate and audit-ready without manual reconciliation.
- Agent commissions integration
Balance final payments between agent commissions owed and deposits due at the point of settlement — in one workflow.
See Property Shell in action
Book a 15-minute, no-obligation conversation about our platform and your needs.
Frequently Asked Questions
Got questions? Our team is here to help you find all the answers!
What is Property Shell?
Property Shell is a comprehensive software platform tailored for property development and project marketing businesses. It streamlines processes, enhances collaboration, improves buyer experiences, and boosts sales outcomes, resulting in increased efficiency and profitability for your projects.
How is Property Shell different from Salesforce or HubSpot?
Salesforce and HubSpot are built for general sales pipelines. They can be configured to work in property — but configuration isn’t the same as purpose-built. Property Shell was designed from the ground up around the complexity of off-the-plan property projects: multi-stage stock releases, contract-to-settlement workflows, trust accounting, interactive mapping for display suites. These aren’t add-ons or integrations. They’re core to the platform.
How long does it take to implement Property Shell?
The time required to implement Property Shell depends on you and the size of your projects and business. In some instances, we can get you set up in just a few days. Generally, we say allow approximately 3-4 weeks for us to work with you and your team or more depending on your exact requirements.
We’re a smaller team. Is Property Shell built for us?
Yes. Property Shell is used by boutique developers managing single projects and national agencies running dozens simultaneously. The platform scales with you - start on Essential with core CRM and project management and move to Performance or Advanced as your team and pipeline grow. You only pay for the capability you need today.
Is there a mobile app?
Yes - Property Shell is available on iOS and Android across all plans. Your team can manage leads, update stock, track tasks, and stay across project activity from anywhere - on site, in a display suite, or on the road.
What happens after I submit a demo request?
Our team will follow up within one business day to confirm a time and learn a little about your current setup and projects. The demo itself is a personalised 30-minute session - we’ll focus on the modules most relevant to your role and workflow, not a generic product walkthrough. No commitment required.