Sales, lettings, tenancies, property management, compliance and client accounting, together on the same records. Not a trial and not a cut-down version: the CRM is free for good.
Book the valuation, win the instruction and keep every buyer, viewing and offer on one record. Progression tracks each milestone, and your fee is ready to invoice the day the sale completes.
Register applicants, match them to what's available and book viewings from the same screen. When an offer's accepted, record the checks and turn the application into a tenancy in one step.
Budget, bedrooms, areas and move-in date checked against every property you're letting.
Offers above the advertised rent are refused under the Renters' Rights Act, and deposits are capped under the Tenant Fees Act.
Right to rent and referencing recorded for each person, then the tenancy drafted from the agreed terms.
Every tenancy holds its rent, deposit, documents, keys and history. SortX works out the dates that matter and puts them on your Today screen before they're missed.
The 30 days to protect a deposit and serve prescribed information, counted from the day you received it.
Section 13 increases, agreed changes and renewals, with the rent in force always right.
Meter readings, keys, forwarding addresses and check-out inspections, listed until each one is done.
Repairs, inspections, planned servicing, contractors and keys sit against the property they belong to, so anyone in the team can pick up where someone else left off.
Record rent, post fees, pay landlords and contractors and reconcile the bank, in a ledger that can't be quietly edited. SortX keeps the books; the money stays in your client account.
Gas safety, EICR, EPC, smoke and carbon monoxide alarms and licensing are tracked for every property, with a task raised before a certificate runs out. Standard reports cover the rest of the agency.
A shared diary for viewings, valuations and inspections, with clashes caught before they're booked.
One screen of what needs someone today: tasks, enquiries, arrears and expiring certificates.
Agreements, certificates and photos filed against the right record and previewed in place.
When something happens, SortX creates the tasks and assigns the work, the way you set it up.
Bring your book in from a spreadsheet or your old system, and download everything whenever you want.
Up to 25 users with owner, admin, member and viewer roles, and two-factor sign-in.
No. The CRM is free for good, with every area included. You only pay if you add one of the AI tools, and you can remove them again whenever you like.
Yes. Bring in properties, landlords, tenants and tenancies from a spreadsheet or your current system's export, including opening balances and arrears.
Yes. Tell SortX what you use it for and it shows you the parts you need. Everything else is a click away if you grow into it.
Yes. Add your branches, share one set of records across them and report on each branch separately.
Each agency's records are kept separate from every other's, sign-in supports two-factor authentication and you can download your whole workspace whenever you want.
Nothing stops working. The CRM includes 25 users, 2,000 properties and 25 GB of documents; past that, we'll talk to you about raising it.
Answers your calls, WhatsApp and texts, books viewings and logs every enquiry and repair. It texts your team when a person is needed.
Your bank feed matched to every tenancy automatically, and late payers chased by text and email until they pay.
Tenants report repairs online with guided fault-finding. SortX triages each one and offers the job to your contractors.
Set up your workspace, invite the team and bring your book across. It costs nothing to run, and there's no card to enter.
