For Buyers Agents
Proptez gives buyers agents a real CRM — Enquiries, Leads, Contacts and Buyer Profiles as distinct, purpose-built stages — instead of a letting-agency CRM with a "buyer" checkbox bolted on.
Leads that don’t pollute your CRM
Every enquiry doesn’t need to become a tracked prospect. A Lead is deliberately lightweight and disposable — you decide when someone is worth qualifying, and only then does it become a full Contact.
Buyer Profiles, not just contact cards
Capture what a buyer is actually looking for — budget range, preferred suburbs, property type, minimum bedrooms and land size, must-have and nice-to-have features, timeframe and motivation.
One record per person, always
The same person can be an owner of one property, a tenant of another, and a buyer interested in a third — without ever creating a duplicate Contact record.
Convert in one step
Qualifying a Lead creates the Contact and an empty Buyer Profile in a single action — ready for the agent to fill in, instead of re-keying the same details across three screens.
Is this different from a generic real estate CRM?
Yes — most real estate CRMs are built around listing management first and retrofit "buyer" as just another contact tag. Proptez separates the funnel deliberately: an Enquiry is a raw signal, a Lead is a qualified prospect, and a Buyer Profile captures actual buying criteria — so your CRM reflects how a buyers agency actually works, not how a sales agency does.
Can I track what a buyer is looking for before they’ve made an offer?
Yes. Buyer Profiles are designed for exactly this — budget, suburbs, property type, must-have features and timeframe are all captured up front, independent of any specific property or transaction.
Does it replace spreadsheets for tracking buyers?
That’s the goal — one Contact per person, with their Buyer Profile, status and assigned agent all in one place, instead of a spreadsheet that goes stale the moment two people touch it.
Does a buyer need to exist as a Lead first?
No. Not every Contact has to originate from a Lead — an existing Contact (say, a past client) can have a Buyer Profile added directly. Leads exist specifically for prospects who aren’t confirmed contacts yet.
Book a walkthrough and we'll show you the Lead-to-Buyer-Profile flow end to end.
