Bloc Sales CRM
Know the deal.Move the chain.
From the first valuation call to completion money landing, Bloc keeps the property, people, communication, documents, and next action on one live record.
Vendor pipeline
All branches · 18 active opportunities
Pipeline
£4.2m
12%Valuations
14
3Instructions
8
2- Buyers matched, ranked
- Against the instruction, from your own register.
- The chain, both directions
- Upward and downward on one record.
- Silence, measured
- Days since last contact, per party.
- Memorandum drafted
- Minutes after the offer is accepted.
One live sales picture
A branch should not need a meeting to learn what changed.
The morning view is already current: what moved, what stalled, who is waiting, and which action protects the instruction.
Pipeline value
All branches · last 12 weeks
£4.2m
+12% this month
18 active opportunities across four stages.
£0.0m
live pipeline value
0%
viewing follow-up logged
<0 min
to publish an instruction
0 view
from valuation to completion
Where sales software breaks
The risk is rarely invisible.
It is simply scattered.
The deal stalls quietly
Progression is only as current as the last person who remembered to update the spreadsheet.
The history lives everywhere
Offers, feedback, solicitor chases, and vendor promises are split across inboxes and private notes.
The branch learns too late
Managers find the risk after the vendor calls, not when the first warning sign appeared.
The sales journey
One record changes shape as the deal moves.
Every opportunity has an owner and a next move.
Qualify the vendor, book the valuation, send the proposal, and move the signed instruction into marketing without rebuilding the record.
Bloc AI, grounded in the workspace
Ask the pipeline.
Approve the action.
Bloc AI works from live properties, contacts, viewing history, tasks, and deal activity. It can identify the call list and prepare the work; your team stays in control of what is sent.
Bloc AI
Connected to your dataManager view
Forecast the month without interrogating the branch.
Live activity and sales values replace the Friday spreadsheet. Drill from the number into the property, owner, milestone, or task behind it.
Sales performance
All branches · August
Pipeline
£4.2m
12%Forecast fee
£91.4k
8%Avg. days
34
6dFall-through
4.1%
1.2%Completion forecast
AugustActivity
Tom Whitfield offered £1.21m on Kensington Gardens
4mHannah Cole completed the Chelsea check-in
26mAisha Khan uploaded a signed AST for Marylebone
1hJonas Meyer booked 3 viewings for Saturday
2hTeam performance
August · liveTom Whitfield1
6 completions · £41k fees
942
Hannah Cole1
41 viewings · 9 lets
878
Aisha Khan2
100% certs current
731
Jonas Meyer1
128 tasks closed
654
The work behind the deal
Progression is a list of tasks with owners.
Searches, enquiries, and mortgage milestones become real tasks against the property, prioritised, assigned, and visible to the branch instead of living in one negotiator's memory.
Tasks
All branches · 24 open · 2 urgent
To Do
3Chase searches · 45 Chelsea Manor
18 Aug
Chelsea Manor · sale
Book gas safety inspection
21 Aug
Flat 4, Brent St
Prepare vendor report
23 Aug
8 Mayfair Place
In Progress
2Draft memorandum of sale
16 Aug
12 Kensington Gardens
Collect Right to Rent documents
19 Aug
Flat 9, Mason Rd
Waiting
2Awaiting mortgage offer
12 Aug· Overdue
22 Marylebone High St
Landlord approval, boiler repair
20 Aug
Flat 4, Brent St
Completed
2Issue draft contract
12 Aug
12 Kensington Gardens
Deposit protected · TDS
9 Aug
22 Clover Rise
Today
Friday 14 August · 4 appointments
Friday 14 August
4 appointments09:00
10:00
Valuation
14 Notting Hill Gate
10:30
11:15
Viewing
12 Kensington Gardens
12:00
12:45
AST signing
22 Clover Rise
15:00
15:30
Follow-up call
Priya Raman
The deal is a team sport
Everyone sees the same thread.
Notes sit on the property, not in an inbox. Mention a colleague and it reaches them with the record attached, so cover on a day off does not mean starting from scratch.
12 Kensington Gardens
Under offer · £1,210,000 accepted
Notes
12 Kensington GardensHannah Cole
12mJonas Meyer
1hTom Whitfield
3hIn the workspace
4 onlineTom Whitfield
Sales
Hannah Cole
Lettings
Aisha Khan
Property mgmt
Jonas Meyer
Valuations
Diary engine
Filling gapsDiary utilisation
60%
6 of 10 slots booked this week
Valuation · N1
Viewing · W2
Viewing · E14
Open slot
Valuation · SW6
Open slot
Inspection · W1
Open slot
Open slot
Key handover
Matched from waiting applicants and overdue callbacks

“We were running three systems and a shared spreadsheet. The spreadsheet was the one everybody actually trusted, which tells you everything. Bloc replaced all four.”
Daniel Okafor
Managing Director
Others manageyour leads.We bring them.
Bloc runs the whole agency, and because it is built inside the Matchouse marketplace, vendors and landlords searching today find your branch. New instructions arrive instead of waiting to be chased.
No card required · Per branch, unlimited negotiators · UK-hosted