CRM for Agents - BestAgent
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Free mobile CRM for Agents
BestAgent is a free, mobile-first CRM that provides agents with the tools to register applicant details in compliance with GDPR, store property details and upload them to the portals and your website. (If you don’t have a website you could have a free BestAgent one, click here for more information)

Impress vendors

Upload your properties on portals at the valuation point


Be the first

To allow applicants to register via social media with just one click


Save time and money

Upload properties and add applicants at no cost

“Who said there is no such thing as a free lunch? Amazing, highly recommended!”

Eli Grossnass

Sarelis Estates

Screenshot 2018-11-08 at 15.26.47

“The user interface of the platform is very simple and straightforward to use.”

Kishan Srivastava

Bryta Homes

How to start uploading your properties:

Set up your free BestAgent account and add practice properties on “demo mode”.


  1. Go to BestAgent
  2. On the “new user” page choose the option to sign up with your social media or email address
  3. Enter your login details
  4. Click “login”
  5. BestAgent will pull through your profile photo and name you just have to type in your company name and
  6. Confirm your branch address
  7. Your account has been created. You can start adding practice properties

How to activate live mode:

*Any properties you have added while in demo mode will be deleted as soon as you go live.

  1. Click on the yellow box on top of the screen that says “you are on demo mode”
  2. Click on “Activate Live”
  3. BestAgent will confirm you are on live mode and you can start adding live properties by clicking “Add Properties”

Activate you portal feed and start uploading your real properties. 

  1. Login to your account and go to your homepage
  2. Click on the menu icon and click “Settings”
  3. Click on “Manage portals”
  4. Choose the portal you want to activate and click on “Activate”
  5. Click “yes” to confirm you have added all of your live properties onto BestAgent
  6. Enter your branch ID
  7. Click “nest”
  8. BestAgent automatically generates an email for you to send to your portal. Click on “email portal”
  9. Click “send”
  10. The portal will send you an email to confirm that you are active (depending on the portal, this might take a few hours)

The Brochure includes:

  • Your logo and company details
  • Service type (Sale or Lettings)
  • Address
  • Number of bedrooms
  • Price
  • Main image and additional photos
  • Short & Long Property Description
  • Property Features
  • Floor plan
  • EPC

How to generate PDF Brochures:

In “Company Settings” select “Yes” for BestAgent Brochures. The system will then generate the PDFs for each property.

You can then:

  1. Download them and send them to your applicants
  2. Populate them to your existing website; and/or
  3. Populate them to your free BestAgent website.

Watch all of BestAgent’s tutorials here