CRM for Property Sourcers

The CRM Built for
Property Sourcing Businesses

Property sourcing is fast-paced. Deals move quickly, investors need regular updates, and one missed follow-up can cost you a deal. Easy Invest CRM is built specifically for property sourcers and deal packagers who are ready to systemise and scale.

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Also searched as: CRM for property sourcing business, property sourcer CRM UK, deal packaging CRM
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NDA Automation

Send NDAs automatically the moment an investor shows interest. Smart follow-ups if they don't sign. Pipeline moves itself once they do.

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Deal Packaging Pipeline

Track every deal from opportunity to distribution. Know where each deal sits, who's been sent what, and what's closing.

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Automated Investor Nurture

Multi-step email and SMS sequences keep investors warm between deals. They hear from you every week without manual effort.

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Booking Automation

Investors book discovery calls directly from your funnel. Reminders sent automatically. No back-and-forth.

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Deal Distribution Logic

Segment your investor database by deal type, location preference and budget. Send deals to the right investors every time.

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Property Sourcer Website

6-page branded website included — built for lead capture and investor acquisition, not just a digital business card.

What a property sourcing CRM must do

✓Automate NDA distribution and track signature status without manual chasing
✓Maintain a categorised investor database segmented by location, deal type and investment level
✓Run consistent follow-up sequences between deals so investors stay engaged and ready
✓Provide a visual pipeline showing every deal's status from opportunity to completion
✓Generate new investor leads through automated funnels and capture pages
✓Give you visibility over your whole business in one dashboard

Frequently Asked Questions

Does Easy Invest CRM work for deal packagers?+
Yes. The Sourcing System is built specifically for deal packagers — with pre-built pipelines for sourcing, packaging and distributing deals to investors.
Can I automate my NDA process?+
Yes. The Investor Acquisition System automates NDA sending, tracks signature status, sends reminders, and moves contacts through the pipeline automatically once signed.
How quickly can I get set up?+
After our onboarding process (approximately 4 weeks), your full system is configured and ready — pipelines, automations, website and all.
Ready to scale your property business?

Book your free 30-minute demo.

No obligation. No hard sell. We'll show you exactly how Easy Invest CRM fits your business and give you an honest recommendation.

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