Professional Services (Australia) Australia

Turn more buyer enquiries into signed engagements

HelloGrowthCRM keeps buyer briefs, off-market leads and selling agent relationships in one pipeline, with mobile apps built for inspections and auction days. A$20 per user per month.

Quick answer

Can HelloGrowthCRM hold buyer briefs and search criteria?

Yes. Store each buyer's budget, target suburbs, property type, land size, timeline and any deal-breakers against their contact record, so the brief lives somewhere other than your head. When a selling agent rings about an off-market listing, you can check which clients match in seconds instead of scrolling back through messages. The built-in dialer records brief calls and writes an AI call summary, which means the detail you agreed verbally is captured as a written note against the buyer.

Outcome-first workflowA$20 per user per month, or A$16 on annual billing pricingSMS reminders + Xero sync

Industry Use Cases

Buyer brief capture and search criteria storage

Off-market opportunity tracking from selling agents

Auction day notes and outcomes from mobile

Engagement fee proposals for new buyer clients

Referral tracking from brokers and past clients

Long-term nurture for buyers acting next year

Why this page exists

A buyer's agency runs on two pipelines at once. One is clients: enquiries from expats, upgraders and investors who need a brief taken, a fee agreed and an engagement signed. The other is stock: relationships with selling agents across your patch who ring you first when something is coming off-market. Most agencies run both from a phone, a notes app and memory. That works for a solo operator until the third client, then briefs get muddled, a selling agent's call about a property that suited a client last month goes to the wrong person, and enquiries from the website sit unanswered while you are at an auction. HelloGrowthCRM holds both sides in one place, with an app that actually works from a kerbside inspection.

HelloGrowthCRM is a sales CRM, and it is worth knowing where it stops. It does not hold a trust account, it is not agency compliance software, and it does not manage your licensing obligations. Buyer's agents are licensed under state and territory real estate law, with different requirements in each jurisdiction, such as a Class 1 or Class 2 licence in New South Wales, and those obligations stay with you and your existing systems. The CRM does not generate agency agreements to a prescribed statutory form, run contract or conveyancing workflow, or provide property data, valuations or due diligence. Use it for what it does well: capturing buyer enquiries, holding briefs and search criteria, tracking selling agent relationships and off-market opportunities, sending fee proposals, and chasing referrals from brokers and accountants.

Common search intent

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Why teams evaluating CRM for buyer's agents Australia want a simpler system

Buyer enquiries arrive from the website, Instagram and referrals while you are at an inspection, and the good ones go cold before you get back to the car.

Each client's brief lives in a different place, so matching a selling agent's off-market call to the right buyer depends entirely on what you happen to remember.

Selling agent relationships are the whole business, yet there is no record of who called you about what, or who you owe a follow-up to this week.

Referrals from mortgage brokers, accountants and past clients are never tracked, so the people sending you work never hear back about the outcome.

Engagement fee proposals get rewritten for every enquiry, which slows down the moment when a motivated buyer is ready to commit.

You cannot say how many enquiries you took last quarter, which source produced signed engagements, or what your conversion rate actually is.

Challenge → solution → result

Common Buyer's Agents problems — and how this CRM solves them

ChallengeCRM workflowBusiness result

Challenge: Enquiries go cold while you are at inspections and auctionsSolution: Web, phone and messaging capture with automated first-response sequencesResult: Every buyer gets a reply the same day, not on Monday

Challenge: Briefs live in your head, so off-market calls get mismatchedSolution: Budget, suburbs, property type and timeline stored on each buyer recordResult: Matching a selling agent's call to a client takes seconds

Challenge: Selling agent relationships fade without regular contactSolution: A separate agent pipeline with follow-up reminders and call loggingResult: You stay front of mind when stock comes off-market

Challenge: Referrers never hear what happened to the buyer they sentSolution: Source tagging plus automated update sequences to referral partnersResult: Brokers and accountants keep sending work

Challenge: Fee proposals are slow, so motivated buyers driftSolution: Quote builder with reusable retainer and success fee structuresResult: Proposals go out while the buyer is still keen

Map your workflow to the CRM instead of rebuilding it in spreadsheets

Their workflowHelloGrowthCRM module

Buyer enquiry from your website or socialWeb form lead capture that creates the buyer record instantly

Taking a brief over the phoneBuilt-in dialer with call recording and AI call summaries of the brief

Deciding which enquiries are ready to engageAI lead scoring to rank buyers before you commit search time

Moving a buyer from enquiry to engagementPipeline stages such as Enquiry, Brief Call, Proposal, Engaged, Searching

Staying in front of buyers who are not ready yetAutomated email sequences that run for months without manual work

Fast replies during inspections and auctionsSMS and WhatsApp follow-up from the same contact record

Quoting your engagement and success feeQuote and proposal builder with reusable fee structures

Billing the retainer or success feeInvoicing built in for engagement and success fee billing

Working from the kerb on a SaturdayiOS and Android apps with buyer briefs and history on the phone

Understanding where business comes fromReporting dashboards on enquiry source, conversion and engagement volume

Xero + SMS follow-up

Built for a business run from a phone on a Saturday morning

Buyer's agents do not work from a desk. You take a brief in the car, get an off-market call from a selling agent between inspections, bid at eleven, and answer three website enquiries from the footpath afterwards. HelloGrowthCRM captures web forms, phone calls and messaging into one pipeline, and the iOS and Android apps carry the full buyer brief and contact history with you. The built-in dialer records calls and writes an AI summary, so a brief taken by phone becomes a written record without you typing it up that night. SMS and WhatsApp follow-up run from the same contact, and native connectors, Zapier and the API link the CRM to the rest of your stack.

Why Australia teams choose this

See how Xero sync, SMS reminders, ABN-aware records, and follow-up automation fit your workflow in one demo.

Built for Xero-connected SMS follow-up

How it works

Capture every enquiry channel

Connect your website form, your mobile number and your messaging channels so buyer enquiries land in one pipeline instead of three apps. Setup takes about fifteen minutes and past contacts import from a spreadsheet.

Store the brief where you can find it

Record each buyer's budget, suburbs, property type and timeline against their record, so an off-market call from a selling agent can be matched to the right client in seconds rather than from memory.

Run two pipelines side by side

Keep a client pipeline from enquiry to signed engagement, and a separate relationship pipeline for selling agents across your patch, with follow-up reminders so the people who feed you stock hear from you regularly.

Quote, engage and report

Send engagement fee proposals from the quote builder, invoice the retainer or success fee, then use reporting dashboards to see which sources, suburbs and referrers actually produce signed clients.

Pricing

A$20 per user per month, or A$16 on annual billing

HelloGrowthCRM is A$20 per user per month, or US$12 monthly, and US$10 per user per month on annual billing. There is a free forever plan, which is often enough for a solo buyer's agent running a handful of briefs at a time. Setup takes about fifteen minutes. If you would rather spend Saturdays at auctions than building pipelines, the optional Growth Engine managed RevOps service can set it up and run it for you.

HelloGrowthCRM versus a generic CRM for buyer's agents

RequirementHelloGrowthCRMGeneric CRM

Works away from a deskiOS and Android apps with full briefs and history, built for inspections and auction daysDesktop-first software that never gets opened on a Saturday morning

Holds a buyer brief properlyBudget, suburbs, property type and timeline on the record, ready to match off-market callsGeneric contact fields with the brief buried in a free-text note

Two-sided pipelineSeparate client and selling agent pipelines, both with follow-up remindersOne pipeline that assumes every contact is a customer

Call captureBuilt-in dialer with recording and AI call summaries, so phone briefs become written notesCalls made from a mobile with nothing logged back to the CRM

Clear about scopeStates plainly that it is not trust accounting, agency compliance or property data softwareBroad claims that leave licensees unsure what is actually covered

Cost and setupA$20 per user per month, free plan available, about fifteen minutes to set upHigher seat costs plus onboarding fees before the first enquiry lands

Useful next steps

Real estate CRM Australia

The Australian property overview covering enquiry capture and agent pipelines.

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Mortgage broker CRM Australia

For the brokers who refer buyers to you, and for reciprocal referral tracking.

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CRM for property managers

Useful if your agency also handles investor clients' rental properties.

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CRM dialer

How the built-in dialer, call recording and AI call summaries work.

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WhatsApp CRM

WhatsApp follow-up for buyers and selling agents from one contact record.

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Australian pricing

Per-user pricing in Australian dollars, plus the free forever plan.

Explore

Frequently asked questions

No. HelloGrowthCRM is a sales CRM. It does not hold a trust account, does not manage your licensing obligations, and is not agency compliance software. Buyer's agents are licensed under state and territory real estate law, with different requirements in each jurisdiction, and agency agreements often have prescribed statutory forms. Those obligations stay with you and your existing systems and advisers. Use the CRM for enquiries, briefs, selling agent relationships, fee proposals and follow-up, and keep compliance where it already sits.

Yes, and for most buyer's agencies this matters as much as the client pipeline. Keep a separate pipeline for selling agents across your patch, log every call and property they mention, and set follow-up reminders so you stay front of mind when something is coming off-market. Reporting dashboards show which agents actually produce opportunities. It is a relationship record, not a property data service, so listing information still comes from your usual sources.

That is the point of the mobile apps. iOS and Android carry the full buyer brief, contact history and pipeline, so you can check what a client said about their ceiling before you bid, and log the outcome from the footpath afterwards. SMS and WhatsApp follow-up send from the same record, so a quick message to a buyer or a selling agent stays attached to their history rather than disappearing into your personal phone.

Yes. Tag each enquiry with its referral source, then use reporting dashboards to see which brokers, accountants or past clients genuinely send business, and how many of those referrals became signed engagements. That makes it far easier to decide where to spend relationship time. Automated email sequences can also keep referral partners updated, so the people sending you buyers actually hear about outcomes instead of wondering what happened.

Yes. The quote and proposal builder supports reusable fee structures, so a retainer plus success fee proposal goes out while the buyer is still motivated rather than two days later. Invoicing is built in for the retainer and the success fee. Note that agency agreements in several states have prescribed form requirements, so use the CRM for the commercial proposal and keep your statutory agreement documents in whatever process your licence obligations require.

Often yes, because a solo operator is the person most likely to lose an enquiry while standing at an inspection. Start on the free forever plan with one pipeline, connect your website form and mobile number, and let automated follow-up handle buyers who are six months away from acting. As you add staff, assign owners per stage and split client and selling agent pipelines. There is no minimum seat count to begin.

A$20 per user per month, or US$12 monthly, and US$10 per user per month if billed annually, with a free forever plan available. Setup takes about fifteen minutes: connect your enquiry form, connect your number, name your pipeline stages and import existing contacts from a spreadsheet. If you would rather not build it yourself, the optional Growth Engine managed RevOps service handles setup and ongoing operation for an additional fee.

Stop losing buyers between inspections

Keep every buyer brief, off-market lead and selling agent relationship in one pipeline you can work from your phone. Set it up in about fifteen minutes on the free forever plan, then move to A$20 per user per month when it earns its keep.

AI & Intelligence

AI Features Built for Buyer's Agents

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Voice Agent for Quote Follow-Up

AI calls Buyer's Agents prospects a day after the quote goes out, answers the obvious questions, and books the next step so nobody has to chase manually.

Smart Compose for Client Messages

AI writing assist for enquiry replies, quote covering notes, and follow-up messages — consistent wording, sent faster.

Automated Follow-Up Sequences

Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open quote gets chased until it is won or closed out.

AI Lead Scoring

Rank incoming buyer's agents enquiries by value, location, and response speed so the team works the best ones first.

Explore AI Agents

All AI features included on every paid plan. No add-ons.