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Joyce Clarke Estate Agents · Estate agency · 2026

Joyce Clarke CRM

A staff-only CRM covering sales, lettings and property management, delivered by Nexuz Software Ltd.

  • RBAC staff workspace
  • Audit logging
  • CSV import framework

How it is put together

Joyce Clarke CRM architectureINCRMOUTWebsite enquiriesPhone & manual entryContacts & pipelineClient recordsJobs & schedulingQuotes & invoicingOwner reporting
A single-operator CRM: enquiries in one end, jobs and invoicing out the other, with client data held under enforced access rules. Dashed outlines mark data under enforced access control.

Context

Estate agency work is three businesses in one system: sales pipeline, lettings, and ongoing property management. Generic CRMs model the first and ignore the other two.

Phase 1 was scoped to the operational spine — records, pipeline, tenancies and tasks — with a mapping framework so historic data can be brought across later.

Problem — Sales, lettings and property management run across spreadsheets and generic software that never matched how an estate agency actually works, with no single record of a property, a tenancy or a chain.

Approach

How it was built.

  1. 01

    Staff-only from the first commit

    Sign-in only, role-based access, no public sign-up, audit logging throughout. There is no anonymous surface to defend.

  2. 02

    Model the three businesses separately

    A sales pipeline from valuation to completion with viewings, offers and commission tracking, sitting alongside lettings and property management with tenancies, rent schedules, arrears, maintenance jobs and compliance certificates.

  3. 03

    Give the day a shape

    Activity and task tracking with a My Day view, so the system reflects what someone is actually doing rather than what they remembered to log.

  4. 04

    Plan the migration before it is needed

    A CSV import and mapping framework built in Phase 1, so moving historic records is a configuration exercise rather than a second project.

What was built

  • Secure staff workspace — sign-in only, RBAC, audit logging
  • Core records — contacts, properties, addresses, documents and photos
  • Sales pipeline — valuation to completion, viewings, offers, commission tracking
  • Lettings and property management — tenancies, rent schedules, arrears, maintenance, compliance certificates
  • Activity and tasks with a My Day view
  • Sales and lettings dashboards
  • CSV import and mapping framework for future migration

Outcome

A branded staff workspace where valuation through to completion, tenancies, arrears, maintenance and compliance certificates all live in one place, with a migration path off the old data.

Ownership

Delivered under Nexuz Software Ltd, branded to Joyce Clarke. The firm holds the code and the data, with no per-seat licence.

All workNext: ONE NAD Life

Next step

Tell me what the business runs on today.

No pitch deck, no discovery fee. If something off the shelf would genuinely serve you better, I will say so before either of us spends money.

Message on WhatsAppzbarnett@nexuz.uk

Prefer to write it down? Send a full enquiry with what you are trying to build.