Your CRM fills the diary. Moby runs the property.

Not the same job

Most UK lettings and estate teams already have a CRM, or something that acts like one. It holds contacts, applicants and viewings, and sometimes the trust accounting. That is fine, and it is not what this guide is about.

The gap shows up the day a repair is raised, a certificate falls due, or a landlord asks what is happening on Flat 3. A CRM records people and properties as contacts. The field work — the ticket, the visit, the evidence, the payout — is usually another tool, an email thread or a WhatsApp group.

Many firms need both. This guide is about closing the ops gap, not ripping out your front office.

Where the address book stops helping

Repairs start in WhatsApp, with no ticket, no photos and no clear owner. Gas safety and EICR dates live in a shared drive nobody trusts. The invoice is chased in a different system from the job it was for, and “preferred contractors” means a spreadsheet rather than a portal.

Then a landlord asks for a status update and the answer is a scavenger hunt across inboxes. None of that is a CRM failing at its job. It is work the CRM was never built to hold.

CRMs are good at filling the diary. They rarely take field work through evidence to a paid invoice without another tool.

Every job ticketed, every tenancy tracked

Moby is one system of record for the work that keeps a portfolio moving — for letting agents, property managers, landlords, and the trades who do the jobs.

Every job is a ticket: request, quote, work order, invoice, with the photos, the evidence and the status on the job rather than in a chat thread. Every tenancy is tracked: leases, rent and tenant payments where you enable them, so occupancy and money sit next to the work rather than in a side spreadsheet.

Work in progress is the first-class record, not a note on a contact.

Certificates on the property, trades on the same spine

The compliance pack tracks CP12, EICR, EPC and the other UK duties on the property itself, and blocks a live tenancy while something critical is missing. Moby tracks, reminds and holds the evidence; it is not the Gas Safe engineer or the inspecting body.

Trades work on the same spine. Agencies dispatch to their own roster or post to the marketplace; engineers get a free contractor portal with direct jobs and certificate templates, so a CP12 can be issued from the job it was done on. Each role has its own door — the Office for your team, customer and tenant portals for owners and occupants, and a client link for whoever hired the trade.

Ticket to invoice on one spine, with compliance still attached to the property.

Do I still need a CRM?

Yes, if your week is applicants, viewings, offers and mailshots. Keep that machine.

You need Moby if maintenance volume, contractor chaos, certificate risk or invoice lag is what actually burns time and reputation. We are not asking you to rip out whatever you use today. We are asking you to stop running repairs and compliance in WhatsApp.

CRM for the front door. Moby for everything after the keys hand over.

Straight answers

Is Moby a CRM? No. It is a property operations platform: tickets, tenancies, compliance, invoices and portals. Listings and leads in the Office are a lightweight funnel, not a sales CRM, and Moby will not replace one.

Will you hold client money? No. Payments run on your own Stripe account; Moby never sits on client money.

Do contractors need paid seats? No. Trades get free tools to run jobs and paperwork; agency and landlord operations sit on the organisation plan.

Who is it for? UK lettings and property management teams drowning in after-the-let work, self-managing landlords with enough volume that chat does not scale, and trade businesses that want jobs, certificates and invoices in one workspace. Not yet the best fit: a sales-only agency with almost no maintenance.

Bring one messy repair thread or one certificate panic to the walkthrough. We will show it as a ticket, a job and an invoice.