CRM Atlantic brings together properties, leads, viewings, offers, contracts, anti-money-laundering checks, IMPIC reporting, portal feeds and the agency website. It was designed inside a working real estate agency — every screen was born from a real problem.
Most CRMs are good at storing contacts and publishing listings. CRM Atlantic does that too — and handles the part that still lives in paper, Word and Excel.
Anti-money-laundering KYC forms (Law 83/2017) with wording reviewed by a lawyer, IMPIC reporting, the mandatory contract register and a whistleblowing channel — inside the CRM, not in a separate folder.
The land registry certificate fills in the property record; the record fills in the brokerage agreement; the accepted offer fills in the promissory contract; the deed fills in the IMPIC report and the commission.
The ☀️ Today screen tells each agent who to call, which viewings they have and which buyers match new properties — with the WhatsApp message already written, in the client's language.
Not a generic product adapted to real estate: it was born in an agency in Cascais and is used there every day. Every rule has a reason from the field.
What wears down a listing most is an owner who doesn't know what is being done for their home. CRM Atlantic shows them before they ask, with figures that don't depend on the agent's word.
Runs in the browser on Windows or Mac, and on the phone as an app. Each agent sees their own work; management sees the team and the agency.
A pipeline that moves with facts, not clicks.
Every new property finds the people looking for it.
Brokerage, promissory and lease contracts from data you already have.
What the law requires, without loose paperwork.
Less typing, fewer mistakes.
Publishing is a decision per property.
Management knows where the agency stands.
Tools to win listings and sell.
Viewings happen on the street, not at the office.
We compare CRM Atlantic with two solutions available on the Portuguese real estate market: eGO Real Estate and CASAFARI CRM. The comparison is based on features and terms published by each provider.
| Feature | CRM Atlantic | eGO Real Estate | Casafari CRM |
|---|---|---|---|
| Documents generated from templates | ✓ Brokerage, promissory and lease contracts filled from the record | Not verified | ✓ Document templates (Premium plan, per their help centre) |
| Owner follow-up | ✓ PDF report + link with viewings, ratings and offers | Not verified | ✓ Ownerlink: viewings, feedback and portals |
| Viewing records and ratings | ✓ The visitor rates on their own phone, in 4 languages | ✓ Viewing sheet with rating and pros/cons | ✓ Viewing feedback, shareable with the owner |
| Buyer ↔ property matching with alerts | ✓ With one-click WhatsApp | ✓ Included | ✓ Included |
| Public agency website | ✓ Included, 4 languages | ✓ Included | ✓ Included |
| Portal export | ✓ idealista (official feed), Kyero XML, JamesEdition | ✓ 200+ portals | ✓ 200+ portals, depending on market and setup |
| Market data | Own sales + INE | ✓ Comparative analysis | ✓ Aggregated listings database and market analysis |
| Minimum commitment | ✓ None | Yes, auto-renewing with 60 days' notice (art. 17 and 21); the term differs between the PT (12 months) and EN (24 months) versions of their terms | Free plan none; paid plans not verified |
| On cancellation | ✓ We hand over a full export of your data | The database is deleted from their servers after cancellation (art. 24) | Not verified |
About this comparison. This comparison was prepared by CRM Atlantic from information made publicly available by each provider, including official pages, product documentation and terms and conditions, consulted on 13-11-2026. “Not verified” means only that the specific feature could not be confirmed in the public documentation consulted; it is not a statement that it does not exist or cannot be made available through additional plans, configuration or integration. Features, commercial terms and commitment periods may vary by plan and change over time. The trademarks and trade names mentioned belong to their respective owners. CRM Atlantic is independent of the companies mentioned and has no partnership or association with them. Any incorrect or outdated information can be reported to crm.atlantic.portugal@gmail.com for verification and, where appropriate, correction.
Features built for Portuguese law. We left them out of the table because we could not reliably verify them in the other providers' public documentation.
Everything included in every plan: contracts, compliance, portals, website and treasury. What changes is the size of the team.
No minimum commitment and no exit fee. Portals that charge advertisers keep billing the agency directly.
No. It runs in the browser on Windows or Mac, and on the phone it installs as an app straight from the website, without an app store.
Yes. We help migrate from another CRM, from Excel or from legacy databases. The first agency came from a FileMaker database with more than seventy tables and years of history.
Yes. There is no minimum commitment and, if you ever leave, we hand over a full export of your properties, clients, leads and documents.
Yes. We export to idealista through the official feed (V6 format), generate Kyero XML for the portals that accept it, and the JamesEdition multi-office format. Each agent chooses, property by property, where to publish. If your portal uses another format, we adapt.
Each person sees what their role allows. Restricted data — tax number, ID card, commission percentages — is only visible to those who need it. ID copies are stamped for exclusive use, and opt-outs from communications are recorded with a date.
No. CRM Atlantic organises and records what the law requires — KYC, IMPIC reporting, contract register, whistleblowing channel — but responsibility for compliance remains with the agency and with whoever fills in and validates the information.
The interface already works in Portuguese and Spanish, and properties can be in another country. Contracts and compliance are built for Portuguese law. If you work elsewhere, talk to us.
We book a 30-minute demo. Then we set up the account with the agency's logo, team and templates, and support you through the first weeks.
We will show you CRM Atlantic in 30 minutes, by video call, with real examples from an agency's day-to-day. No commitment.