OL
OpenLane Digital
Agency CRM Platform
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Email address
Password
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Add Agency Client
×
This creates both an
agency account
and a
login
for the agency to access their own branded CRM.
Agency Name *
Contact Name *
Login Email *
Login Password *
Phone
Location
Plan
Starter — £149/mo
Growth — £349/mo
Pro — £599/mo
Billing / Contract Notes
Brand Colour
White-Label Active?
Agency sees their own brand
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Create Agency + Login
Edit Login
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Email
New Password
(leave blank to keep current)
Status
Active
Disabled
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Save Changes
Change Plan
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Changing the plan will immediately update what features the agency can access.
Agency
Current Plan
New Plan *
Starter — £149/mo (2 agents, buyer pipeline only)
Growth — £349/mo (5 agents, full features)
Pro — £599/mo (unlimited agents, full features + priority)
Billing / Contract Notes
Cancel
Update Plan
Add Client
×
First Name *
Last Name *
Email *
Phone
Type
Buyer
Seller
Buy & Sell
Landlord
Budget / Valuation
Source
Direct
Facebook Ad
Rightmove
Zoopla
Referral
Priority
Hot
Warm
Cold
Notes
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Save Client
Add Deal
×
Adding to the
Buyer
pipeline funnel
Client *
Property / Address
Budget / Offer Value
Starting Stage
Assigned Agent
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Add to Pipeline
Book Appointment
×
Appointment Type
Viewing
Valuation
Offer
Call
Legal
Client *
Property Address
Date *
Time *
Assigned Agent
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Confirm Booking
Add Agent
×
Full Name *
Email *
Role
Agent
Senior Agent
Manager
Director
Phone
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Add Agent
New Conversation
×
Client *
Channel
SMS
Email
Facebook Messenger
Message *
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Send
Profile
×