How to choose agency software: 15 questions

A feature list says little — everyone writes “CRM, portals, AI”. Ask these 15 questions at every demo. Our answer is next to each one, so you have something to compare with.

Will it still fit in three years?

1

Is it right if I’m starting on my own?

Why it matters: Changing systems two years in costs more than any subscription.

OptiEstate: Yes. Starter is €15 a month for one agent, and the same system goes to 100 and beyond — only the plan changes.

From 1 to 100 agents
2

What will it cost at 10, 50 and 100 agents?

Why it matters: A “from” price tells you nothing — ask for your size.

OptiEstate: 10 agents — €220 a month excluding VAT on Core; 50 — €1,100; 100 — €2,200. There is no setup fee.

The price table
3

Is there a limit on agents and offices?

Why it matters: Limits show up exactly when you grow.

OptiEstate: Not on Core or Pro. Starter is for one office and up to 3 agents.

Whose clients are they and who sees what?

4

What happens to the clients when an agent leaves?

Why it matters: That is when you find out whether the clients belong to the agency.

OptiEstate: They stay with the agency. The agent’s access stops at once, and the clients move to a colleague together with their listings, searches and the whole history.

The agency’s data
5

Can an agent delete a client?

Why it matters: One delete can cost a deal.

OptiEstate: Only with a right that is off by default. Deposited and sold listings can’t be deleted at all, and without the right an agent can only request a deletion.

6

Who sees what?

Why it matters: An agent shouldn’t see everything — a manager should.

OptiEstate: An agent sees their own, a manager their team, the owner everything. There are 270 permissions, by role and one by one.

7

How are enquiries distributed?

Why it matters: An enquiry that waits an hour has already gone cold.

OptiEstate: Manually or automatically in turn — online agents first and 10 minutes to accept, otherwise it moves to a colleague. Around the clock.

8

Are there reports for every agent?

Why it matters: Without them you manage by gut feeling.

OptiEstate: A table for each: listings, searches, viewings, meetings, calls, lost deals with a reason and success rate.

How much work does the system take on?

9

Does it publish to the Bulgarian portals on its own?

Why it matters: Uploading to five portals by hand eats hours every week.

OptiEstate: To 10 portals and the OptiShare network with one click. Changes and taking a listing down when it sells go out on their own too.

Integrations
10

Does it match listings with the right buyers?

Why it matters: The buyer you forget buys from a competitor.

OptiEstate: Yes. Every new listing is compared with saved searches and the agent is notified. With Pro, also with other agencies’ searches in OptiShare.

11

Is an agency website included?

Why it matters: A separate site means entering everything twice and things drifting apart.

OptiEstate: Yes, as an add-on with no monthly fee — you pay once for the design. A change in the system shows on the site right away.

The website
12

What exactly does the AI do?

Why it matters: “With AI” is written everywhere — ask what exactly.

OptiEstate: Listing descriptions and translations, furnishing empty rooms in photos, voice input, a chatbot for the site and a connection to Claude, ChatGPT and other assistants through 44 tools.

AI features

Will it work without surprises?

13

Does it work from a phone?

Why it matters: An agent spends more time out in the field than in the office.

OptiEstate: Yes. It installs as an app straight from the browser, with notifications, and lists turn into handy cards.

14

How secure is access?

Why it matters: The client database is the agency’s most valuable asset.

OptiEstate: Two-factor sign-in, passkeys, locking to the office’s IP addresses and one device per person.

Security
15

How is data moved from the current system?

Why it matters: Moving the data is often the hidden cost.

OptiEstate: Free — we move the listings, clients and ads over for you, with no setup fee.