CRM and operating system integration
Connect Estate Track records to SortX progression tasks, client updates and branch reporting where available.
SortX uses the integration to keep agency work in one operating queue while respecting what the connected system can provide.
Estate Track is the connected source or destination for this workflow.
SortX keeps property record context attached to the work item.
SortX keeps applicants context attached to the work item.
SortX keeps diary context attached to the work item.
SortX keeps tasks context attached to the work item.
SortX keeps reporting context attached to the work item.
Estate Track
SortX connects Estate Track to the surrounding records, tasks and approvals your team already uses.
Book a demoEach item below is a practical handoff: record matching, status checks, approvals and follow-up work.
Pull property, person and task context from Estate Track into SortX where the connection makes it available.
Match Estate Track contacts and property records against SortX before creating anything new.
Create SortX tasks for the right branch role instead of leaving work buried in Estate Track.
Write notes or status changes back to Estate Track only where the integration supports that direction.
Fold activity into SortX reporting so managers can see the work without exporting spreadsheets.
Show what the agent plans to change before external records or messages are updated.
Connect Estate Track records to SortX progression tasks, client updates and branch reporting where available.
SortX sits beside the system your team already knows. It connects intake, normalises the record and prepares the next action for a person or AI agent to approve.
The goal is simple: fewer disconnected tabs, clearer ownership and no unsupported assumptions about what Estate Track can or cannot return. SortX works with the fields and statuses available to your branch.
Book a demoConnect: Connect the branch data you choose to share.
Match: Match contacts, properties and live work against SortX records.
Route: Route the next task to the right agent queue with context attached.
Review: Sync notes, status changes and handoffs where the integration supports it.
Review workflowsEstate Track integration specifics.
No. SortX uses Estate Track as a connected system and keeps the agency workflow in SortX. Your team still controls the vendor account, permissions and commercial relationship.
Only the fields configured for the integration are used. SortX syncs records, statuses, notes or files where Estate Track makes them available and where your branch has approved that direction.
Yes. Approval steps can stay on for messages, record updates, document sends and sensitive compliance or finance actions.
Setup starts with branch mapping, permission checks and a short test workflow. SortX then rolls the Estate Track connection into the right agent queue for your team.
We will map the connection, test the handoffs and keep approvals where your branch needs them.