BASIC EDITION · FREE · FOREVER

Every buyer. Every listing. One message away.

Agent Companion Basic is a CRM built around how South African estate agents actually work a lead — WhatsApp first, phone second, email when it has to be in writing. No subscription, no login, no server. It lives on your device.

10

Screens, one app

3

Channels, always together

0

Rand, no upgrade prompts

100%

On your device

CORE

The one thing Plus and Pro don't do better

Buyer ↔ Property matching is Basic’s reason to exist. The moment a buyer’s budget, area and bedroom count overlap an active listing, both sides show it — no AI, no black box, just the rules an agent already uses.

ON A LEAD

Open any buyer and see a live Matched Properties list — every active listing inside their budget, area and bedroom range, ranked by fit.

ON A LISTING

Open any property and see Matched Buyers the other way round — everyone whose brief it satisfies, right now, today.

NO GUESSWORK

Matching runs on budget, suburb, property type and bedrooms — the same shortlist logic you’d do by memory, just instant and never forgotten.

ONE TAP AWAY

Every match carries its own Call · WhatsApp · Email buttons — see the fit, reach out, no detour through a contacts app.

COMMUNICATION

Three ways in, never just one

Most free CRMs pick a channel and make you route everything through it. Basic keeps Call, WhatsApp and Email sitting side by side on every lead, every match, every follow-up card.

WhatsApp

Opens WhatsApp with a saved template pre-filled — property share, follow-up nudge, viewing confirmation, feedback request.

Call

Dials straight out and logs the call afterwards — outcome, notes, next step — so the history is never just in your head.

Mail.Ru

Email

Same template library as WhatsApp, formatted for a subject line — for the seller who wants it on paper.

DASHBOARD

Opens on what needs you today

Four counts, one priority card. No pipeline chart to interpret before your coffee’s cold.

 dashboard
6HOT LEADS
3FOLLOW-UPS DUE
14ACTIVE LISTINGS
41TOTAL LEADS
John Smith HOT · 6 DAYS QUIET
Cash buyer · Blairgowrie · R1.8M–R2.4M · 3 bed

LEADS & LISTINGS

Built on the fields you already write down

Buyer, seller, landlord or tenant — one record type, filtered by role. Temperature tells you who to call first; source tells you what’s actually bringing you leads.

Buyer Seller Landlord Tenant Hot Warm Cold Inactive Bond needed Cash buyer Property24 Private Property Referral Show Day Walk-in

Listings carry House, Apartment, Townhouse, Duplex, Cluster or Land, plus up to 10 photos — resized and compressed the moment they’re added, so a phone full of listings never fills up its own storage.

FOLLOW-UPS

Nobody goes quiet by accident

Every lead gets a next-contact date. Basic just sorts them into three columns and lets Overdue turn impossible to ignore.

Overdue

Naledi Khumalo3 days overdue
Pieter Botha1 day overdue

Today

Fatima AdamsViewing feedback

Upcoming

John SmithIn 2 days
Riaan NelIn 5 days

PLATFORM & DATA

Four counts, one priority card. No pipeline chart to interpret before your coffee’s cold.

Desk or bakkie, same ten screens

One codebase, two shapes. Behind the wheel between viewings, the layout adapts — nothing gets left off the small screen.

WINDOWS

Sidebar + table

Full desktop layout for the office — lead and listing tables, side-by-side detail panes, keyboard-friendly forms.

ANDROID

Bottom tab bar

The same ten screens, reflowed for one-handed use between showings — Dashboard, Leads, Properties, Follow-ups, Settings.

WHERE YOUR DATA LIVES

What’s Built

Every feature, in one list

Basic is free, forever, and everything below is already live — not a roadmap.

  • Lead records — Buyer, Seller, Landlord, Tenant, with search and filters by temperature and type
  • Property records — House, Apartment, Townhouse, Duplex, Cluster, Land
  • Photos — up to 10 per listing, auto-resized and compressed on upload
  • Buyer ↔ Property matching — rule-based Match Score, shown on both sides
  • WhatsApp — saved templates, opens your own WhatsApp number
  • Phone call — one-tap dial, with outcome logging afterwards
  • Email — saved templates, opens your own mail app
  • Timeline — every call, message and note logged automatically
  • Follow-up board — Overdue, Today and Upcoming, sorted automatically
  • Dashboard — daily stats and one priority lead to call first
  • Local backup — export and import your own data file
  • Windows desktop app and Android app — same data model, same features

Not in Basic — cloud sync across devices, Deal/Offer/Commission tracking, Viewing management and Task lists. These are what Plus adds.

Run the file

your way

from lead to key.

Basic Edition · v1.0 · Windows & Android · free account required to download.

When a desk grows into a team — mandates, offers, commission, shared pipelines — Plus and Pro pick up exactly where Basic leaves off. Basic itself never expires and never asks you to.

Ready to start a project? Reach out — we’ll respond within 24 hours.