Estate Office Total
The CRM system and server for your agency.
Estate Office Desktop
Work with clients, listings and transactions in a dedicated Windows interface. Estate Office Desktop connects to Total, so the team uses the same agency records, not another separate database.
Product status: Windows 10/11 x64: test releases and active development. Estate Office Total and internet access are required. We do not advertise macOS or Linux releases here.
Agency overview
Review the funnel, results, commissions by currency and agency activity within the access granted by the CMS. Then move to cases needing attention.
Connected cases
Clients, searches, contracts and transactions provide the context. Forms and galleries support record and media handling from your computer.
Technical requirements
Desktop is not a standalone CRM without a server. It uses the CMS API and requires internet access. Tokens are stored in Windows Credential Manager; the application does not save the password.
Test before deployment
Verify installation on your target Windows system, CMS access, forms and media. The current interface can indicate a newer release; this is not an unattended automatic update installer.
FAQ
No. The current version requires a connection to the Total server. It does not provide an independent CRM database or editing with later offline synchronisation.
The application uses an Estate Office Total installation and its permissions. Access, testing, licensing and version compatibility are confirmed before deployment.
Estate Office
Tell us your operating system, device and the process you want to test. We will establish the requirements and possible access scope.