Agency Pilot
Agency Pilot is a UK-based cloud CRM platform purpose-built for commercial property agencies and chartered surveyors, offering property marketing, enquiry management, lease event automation, valuations, and data analytics to over 170 property firms and 3,500+ users.
- Company typePrivate
- Founded-
- HeadquartersChapeltown, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Agency Pilot does
Agency Pilot, operated by APCRM Limited, is a UK-based, privately held software vendor that builds Agency Pilot CRM, a cloud-based customer relationship management platform purpose-built for commercial property agencies and chartered surveyors. The product is organised into six modules — Property Marketing, Enquiry Management, Landlord & Tenant, Valuations & Inspections, Data Analytics, and core CRM — that share a common database and are supported in-house from the company's headquarters in Chapeltown, Sheffield. The platform differentiates through deep vertical integration: free live feeds to Rightmove, Zoopla, On the Market and roughly ten additional portals, an exclusive Microsoft Power BI integration for analytics, plus bundled data connections to EG Radius, Companies House, EPC Register, UK PlanIt and HM Land Registry for property intelligence.
The technology stack centres on real-time property portal syndication, automated digital brochure generation, secure data rooms, bespoke valuation forms usable on mobile devices, and configurable lease event automation for breaks, rent reviews and expiries. Integration depth extends to Microsoft Outlook, Gmail, Xero, SmartSearch, Mailgun, DotDigital, Google Analytics and Twitter. The firm also operates a complementary in-house design services unit that delivers bespoke property websites, brochures and HTML emailers, with at least 18 named clients in the public portfolio.
Commercial mechanics are built around annual, concurrent-licence CRM subscriptions sold through a sales-led motion with dedicated account managers, free onboarding and free initial training. Pricing is quote-based and not publicly disclosed. Recurring revenue from the CRM platform is supplemented by one-off revenue from website design and development projects and professional services revenue from brochure and emailer design. The firm holds ISO 27001 and ISO 9001:2015 certifications and supports 3,500+ users across 170+ commercial property firms, including Lambert Smith Hampton, Carter Jonas, Eddisons, and Graham Sibbald. The business is operated independently with no disclosed parent, subsidiaries, acquisitions, or external funding rounds.
Agency Pilot firmographics
Firmographics- Name
- Agency Pilot
- Legal name
- APCRM Limited
- Website
- https://agencypilot.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Agency Pilot is a UK-based cloud CRM platform purpose-built for commercial property agencies and chartered surveyors, offering property marketing, enquiry management, lease event automation, valuations, and data analytics to over 170 property firms and 3,500+ users.
- Ownership category
- akta.pro rank
Agency Pilot industry classification
Industry- Product category
- Commercial Property CRM Software
- akta.pro primary industry
- Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH)
- akta.pro secondary industries
- Marketing Automation & Campaign Management CRM (HDAEAFAB), Sales Force Automation (SFA) CRM (HDAEAFAA), CRM Data Quality, Enrichment & CDP-Adjacent CRM (HDAEAFAJ)
Keywords
Where Agency Pilot is headquartered
LocationHeadquarters
- HQ city
- Chapeltown
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Agency Pilot business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- CRM Software Subscription: Recurring subscription revenue from commercial property agencies using Agency Pilot CRM as their primary CRM platform. Pricing based on user licences with dedicated account management and support included.
- Website Design and Development: Bespoke property website design, development, and hosting services with dynamic Agency Pilot CRM integration. Offered as one-time project engagements.
- Marketing Materials Design: Design services for brochures and emailers including sample templates (free for new clients) and bespoke design work for property marketing collateral.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Licence-based pricing with no concurrent licence sharing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Agency Pilot product offering
Product offeringCore offering
Agency Pilot CRM is a cloud-based customer relationship management (CRM) platform purpose-built for commercial property agencies, estate agents, and chartered surveyors in the UK. The platform centralises property data, automates marketing to property portals (Rightmove, Zoopla, On the Market), manages enquiries, tracks lease events, supports valuations/inspections, and provides analytics through an exclusive Microsoft Power BI integration. The company also offers complementary bespoke website, brochure, and emailer design services with dynamic CRM integration.
Product overview
Agency Pilot is a single unified cloud-based CRM platform for the commercial property industry, built around a core CRM system with multiple integrated modules: Property Marketing, Enquiry Management, Landlord & Tenant (Lease Advisory), Valuations & Inspections, and Data Analytics. The platform is complemented by design services for websites, brochures, and emailers. All modules share a common database, enabling data to flow between functions and property listings to sync automatically with major property portals.
Differentiator
Problem solved
Functional benefit
Products and services
- Agency Pilot CRM (Core Platform) A comprehensive cloud-based CRM platform designed for commercial property professionals. It centralises property data, manages customer interactions, automates workflows, and integrates with property portals and business tools. Used by over 170 commercial property firms across the UK.
- Property Website Design Bespoke website design service for commercial property firms. Websites are responsive, dynamically integrate with Agency Pilot CRM, and include SEO optimisation and content management system. Designed, developed and supported in-house.
- Brochure Design Digital brochure design service featuring sample templates and bespoke designs. New CRM clients receive a branded brochure template for free. Brochures integrate with Agency Pilot CRM's digital brochure tool.
- Emailer Design HTML property email template design service. Sample emailers can be customised with client branding. New clients have branded email templates added to their system for free.
Quantifiable outcome
- Over 170 property firms and thousands of users rely on Agency Pilot CRM
- +1 more outcomes
Companies that use Agency Pilot
Customer profileNamed customers18 records
Segments4 records
Ideal customer profiles3 records
Agency Pilot technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration28 records
AI capability1 record
Feature10 records
Agency Pilot partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core and standard.
- RightmovecoreReal-time data feed to Rightmove available for free for Agency Pilot CRM clients. Properties updated on Agency Pilot CRM automatically update on Rightmove listings.
- ZooplacoreLive data feed to Zoopla available at no extra cost for Agency Pilot CRM clients.
- On the MarketcoreProperty portal feed to On the Market included at no extra cost.
- Microsoft Power BIcoreExclusive Microsoft Power BI integration for advanced reports and interactive data visualisations. Available at no extra cost to Agency Pilot CRM users.
- Microsoft OutlookcoreFull email, calendar, and contact synchronisation with Microsoft Outlook, allowing users to manage all communications directly within the CRM.
- GmailcoreEmail integration with Gmail allowing users to manage business email directly from within Agency Pilot CRM.
- EG RadiuscoreFree integration with EG Radius data exchange platform. Users can publish available properties and deals done while maintaining control over which data is shared.
- Companies HousestandardIntegration with Companies House for accessing company information directly within Agency Pilot CRM. Free to all users.
- EPC RegisterstandardSearch the EPC Register for detailed Energy Performance Certificate information directly within Agency Pilot CRM. Free to users.
- UK PlanItstandardFree UK PlanIt integration for searching planning applications within Agency Pilot CRM.
- HM Land RegistrystandardIntegration with HM Land Registry enabling users to discover commercial property ownership and comparable transactions using an interactive map.
- DotDigitalstandardMarketing platform integration enabling users to send newsletters, surveys, and interactive emails with engagement tracking from within Agency Pilot CRM.
- XerostandardAccounting software integration allowing staff to access up-to-date client account information directly from the client's company record in Agency Pilot CRM.
- SmartSearchstandardCredit checking and due diligence integration allowing users to see AML check status within Agency Pilot CRM.
- MailgunstandardEmail service integration providing improved, faster email delivery rate and automated handling of bounce-backs and complaints.
- Google AnalyticsstandardWebsite traffic monitoring within Agency Pilot CRM, tracking visitor activity and page performance for informed marketing decisions.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Agency Pilot competitors and assessment
Company assessmentDirect peers
- Ascora: Ascora is a vertical CRM built specifically for commercial property agencies managing property, lease, and inspection workflows. It is the closest international analogue to Agency Pilot in scope and target customer.
- SFG (Software for Groups): SFG provides estate agency and property management software (Concorde, EstateMaster, Encore) to UK agents. Overlaps with Agency Pilot on CRM, listings, and portal feeds for UK-based agency customers.
- Dezrez: Dezrez offers a UK estate agency CRM and property portal feed platform (Rezi) with marketing, enquiry, and workflow tools. Comparable to Agency Pilot's modules for property marketing, enquiry management, and CRM.
- Re-Leased: Re-Leased is a cloud commercial property management platform with lease, tenant, and inspection workflows. Closely comparable to Agency Pilot's Landlord & Tenant, Valuations & Inspections, and CRM modules for commercial agency customers.
- Loop (estate agent CRM): Loop is a UK CRM and front-office platform for estate and letting agents with property matching, portal feeds, and enquiry workflows. Direct competitor to Agency Pilot in the UK agency CRM category.
- REI Hub (Real Estate Industry Hub): REI Hub is a vertical CRM tailored to commercial real estate agencies, with property listings, enquiry management, and reporting. Comparable use case and customer profile to Agency Pilot.
Broad incumbents
- MRI Software (Qube Global Software): MRI Software is a large property technology incumbent serving commercial and residential property managers. Its Qube/REIN products overlap with Agency Pilot's landlord and tenant, valuation, and reporting modules, though MRI is a much broader suite.
- Aareon UK: Aareon is a European housing and property management software incumbent with a UK presence. Its CRM, landlord, and property operations functionality compete with Agency Pilot's property-focused modules for UK customers.
- Yardi Systems: Yardi is a global incumbent for commercial property management and accounting. Its CRM-adjacent, lease, and analytics functionality overlaps Agency Pilot's landlord and tenant and data analytics modules at enterprise scale.
- VTS (Visual Lease / VTS Platform): VTS is a commercial real estate operations platform covering leasing, asset management, and tenant engagement. While broader and more enterprise-focused, it addresses the same commercial property workflows as Agency Pilot.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Agency Pilot social profiles
Digital presenceAgency Pilot compliance and trust
Trust signalCompliance2 records
Agency Pilot financial estimates
Financial estimateRevenue estimate
Valuation estimate
Agency Pilot leadership team
Management profileNumber of profiles
Profiles1 record
Agency Pilot funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Agency Pilot M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Agency Pilot
What does Agency Pilot do?
Agency Pilot CRM is a cloud-based customer relationship management (CRM) platform purpose-built for commercial property agencies, estate agents, and chartered surveyors in the UK. The platform centralises property data, automates marketing to property portals (Rightmove, Zoopla, On the Market), manages enquiries, tracks lease events, supports valuations/inspections, and provides analytics through an exclusive Microsoft Power BI integration. The company also offers complementary bespoke website, brochure, and emailer design services with dynamic CRM integration.
Is Agency Pilot a public or private company?
Agency Pilot is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Agency Pilot founded?
Agency Pilot was founded in -1. It employs 11 to 50 people.
Where is Agency Pilot based?
Agency Pilot is headquartered in Chapeltown, United Kingdom, in the Europe region.
How does Agency Pilot make money?
Three revenue lines are on record. CRM Software Subscription is the primary driver. The others are website Design and Development and marketing Materials Design.
Who are Agency Pilot's main competitors?
Direct peers on record are Ascora, SFG (Software for Groups), Dezrez, Re-Leased, Loop (estate agent CRM) and REI Hub (Real Estate Industry Hub). Broad incumbents are MRI Software (Qube Global Software), Aareon UK, Yardi Systems and VTS (Visual Lease / VTS Platform).
Does Agency Pilot have an API?
No public API is recorded for Agency Pilot.
What industry is Agency Pilot in?
Agency Pilot's product category is Commercial Property CRM Software. Its primary akta.pro industry code is HDAEAFAH, Industry-Specific CRM (Vertical CRM Suites), with a secondary code of HDAEAFAB, Marketing Automation & Campaign Management CRM.