Product
PropTrace CRM
A CRM built for property valuers and valuation firms to manage their valuation work end-to-end. PropTrace CRM brings case intake, assignment tracking, site visits, report preparation, and client billing into one organized workspace — so valuers spend less time on coordination and more time on valuations.
Step by step
How PropTrace CRM Works
Capture
Log incoming valuation requests with client, property, and bank details in a single structured intake.
Assign
Allocate cases to field engineers and valuers, and schedule site visits with clear ownership.
Track
Follow every case through its stages — visit done, report drafted, reviewed, delivered — with nothing slipping through.
Deliver & Bill
Finalize reports, share them with clients, and keep invoicing and payment status tied to each case.
Who it's for
Use Cases
Valuation Firms
Manage high volumes of valuation assignments across teams, branches, and client banks.
Independent Valuers
Keep every case, document, and deadline organized without spreadsheets and phone-call follow-ups.
Field Coordination
Plan site visits, track field engineer progress, and collect visit data in a structured way.
Records & Compliance
Maintain a complete, searchable history of valuation reports and supporting documents.
What sets it apart
Why PropTrace CRM?
Built for Valuation Work
Designed around how valuers actually work — bank formats, site visits, and report turnarounds.
One Organized Workspace
Cases, clients, documents, and billing in one place instead of scattered files and chats.
Faster Turnaround
Clear case stages and assignments cut coordination delays and speed up report delivery.
From the PropTrace Family
Backed by Real Value's property-data expertise and ISO/IEC 27001:2022-certified practices.
Let's build together
Ready to see PropTrace CRM in action?
Tell us about your goals — we'll bring the AI, data, and engineering to get you there.
Contact us