Plus Edition · For Growing Teams

Basic, plus what a business needs to close a deal.

Everything in Basic, running across every device on your team — with mandates, offers, commission and viewings tracked as real records, not sticky notes.

22

Screens, one pipeline

6

New feature areas

Cloud

Synced, team-wide

In design

Not yet available

In design — not yet available. Agent Companion Basic is live today.

Deal Pipeline

From offer to commission, one thread

Every offer a buyer makes turns into a Deal record — counter-offers, acceptance, and the commission split at the end, all attached to the same Lead and Property you were already working.

OFFER TRACKING

Counter-offers logged against the same buyer and property, from first offer to acceptance.

DEAL STAGES

One pipeline from offer through to registered sale — no separate spreadsheet for where things stand.

COMMISSION SPLIT

Calculated per deal and split by agent automatically, the moment a deal closes.

STILL LINKED

Every deal stays tied to its original Lead and Property — nothing starts a second record.

Seller & Mandate

The seller side gets its own record

Basic tracks a seller as a name on a property. Plus gives sellers their own record — mandate type, mandate period, and the paperwork that comes with listing a home for sale.

Sole Mandate Open Mandate Joint Mandate Active Expiring Soon Expired Document Attached

Viewings

Every showing, logged and scheduled

Book a viewing on a shared calendar, and log what happened afterwards — who came, what they thought, and whether they’re still a live match.

  • Viewing Calendar shared across the team
  • Viewing log — attendees, feedback, follow-up outcome
  • Viewings linked to both the Lead and the Property

Tasks

Not everything is a follow-up call

Basic’s Overdue/Today/Upcoming board is built around contact dates. Plus adds Tasks — one-off to-dos with a priority and a due date, attached to a Lead, Property or Deal, separate from the call schedule.

  • Task title, priority and due date
  • Linkable to a Lead, Property or Deal
  • Marked complete independently of Basic’s follow-up reminders

Team & Cloud Sync

The same pipeline, on every agent's device

Basic’s data lives on one device. Plus syncs it — so a lead worked from a phone at a viewing and a desktop back at the office stay the same record, and a manager can see the whole team’s pipeline in one place.

How Teams Share Data

What’s Planned

Every feature, mapped out

Plus is in design — this is the full list of what it adds on top of Basic.

  • Deal & Offer records — counter-offer history, stages from offer to registered sale
  • Commission — calculated per deal, split by agent
  • Seller & Mandate — proper records, Sole/Open/Joint, expiry tracking
  • Viewing Calendar — shared across the team, plus a viewing log with feedback
  • Task management — priority and due date, linked to a Lead, Property or Deal
  • Cloud sync — across every device, every agent
  • Team-wide visibility — for managers
  • POPIA-aligned document handling

Built for the day your desk becomes a team.

Plus is currently in design. Agent Companion Basic is free and available today — see the full Estate Agent Companion overview for how the three editions compare.

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