What is Marketli?
Marketli is a CRM and shared client workspace for finance brokers and property professionals — leads, clients, deals, messaging and automations in one place.
Marketli gives you two things that usually live in separate tools:
- A CRM for your side of the business — leads, clients, deals, pipelines, automations, reporting.
- A shared workspace your client can actually log into, where the property, the brief, the milestones and their next steps all live.
The point of the second half is that your client stops asking "where are we up to?", because they can see it.
The main screens
| Screen | What it is for |
|---|---|
| Leads | Enquiries from your website and anywhere else, on a board from New through to Qualified. |
| Clients | Your whole contact roster — clients, past clients and address-book contacts. |
| Workspaces | One per deal. The client is in here with you. |
| Conversations | In-app chat, SMS and email with a contact, side by side. |
| Company | Everything you configure: team, billing, templates, phone, automations, bookings, rewards. |
Who it is built for
Marketli covers several property industries, and what you see depends on the industry your company is set to. Client workspaces are offered to mortgage brokers, buyer's agents and real estate agents. Other professional types — conveyancers, pest and building inspectors, and the rest — get the directory, enquiries and the parts of the CRM that apply to them.
Your industry is chosen when you set up your company and cannot be changed afterwards, so it is worth getting right the first time.
What a typical week looks like
- An enquiry comes in through the form embedded on your website and lands in Leads as New.
- An automation texts them back within seconds, before you have even seen it.
- You work the lead across the board, then convert it — which creates the client and, if you want, the workspace.
- Inside the workspace you set the milestone, add the property, log notes your team can see, and put next steps on the client's checklist.
- Bookings, review requests and reminders run themselves off automations you set up once.
Where to go next
- New company? Start with Setting up your company.
- Want enquiries flowing in first? See Capturing leads.
- Want the client-facing side? See Creating a workspace.
Still stuck? Email help@marketli.app.