GGraftPal

By Industry Solution

CRM Software for Conveyancers

Track property transactions from instruction to completion. GraftPal's CRM for conveyancers manages leads, milestones, and fee billing in one platform.

GraftPal is the all-in-one CRM software built for licensed conveyancers and property law firms, covering your full workflow from first enquiry to final invoice, without the tool-switching.

Lead Capture
Visual Pipeline
Proposals
Invoicing

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44%

Revenue Growth

Average revenue uplift reported by Licensed conveyancers and property law firms on GraftPal

<60s

Lead Response Time

GraftPal routes and alerts you the moment a new lead arrives

65%

Close Rate Uplift

When conveyancing crm leads are managed inside a single CRM

8 hrs/wk

Admin Time Saved

Automating follow-ups, proposals, and invoicing in GraftPal

Track Every Property Transaction From Instruction to Completion

Conveyancers receive a steady stream of referrals from estate agents, mortgage brokers, and direct inquiries β€” but when you don't respond within hours, the referrer sends the work to a competitor. The referral relationship depends on fast, reliable follow-up, yet most conveyancing firms track incoming instructions in spreadsheets that nobody updates in real time.

Each transaction moves through a predictable but multi-step process: instruction, searches, inquiries, exchange, and completion. When dozens of transactions are running simultaneously, it's easy to lose track of which searches have come back, which inquiries are outstanding, and which completions are imminent. Billing at completion means cash flow is lumpy and hard to forecast.

Why GraftPal

GraftPal gives conveyancers a referral-to-completion pipeline with automated follow-ups that keep estate agents confident in your firm. Transaction milestones are tracked visually, and completion-triggered invoicing ensures you bill the moment the work is done.

Impact by the Numbers

The Business Impact for Conveyancers

What licensed conveyancers and property law firms unlock when they replace disconnected tools with GraftPal's all-in-one CRM platform.

Pipeline Conversion

2.3x

Licensed conveyancers and property law firms convert at more than twice the rate when every deal is tracked in a single CRM

Faster Payments

50%

Integrated invoicing cuts the gap between project completion and cash in the bank

More Leads Captured

3.2x

GraftPal's built-in lead capture pulls enquiries from every channel into one pipeline automatically

Pipeline Stages Tracked

7

Every stage from first touch to final payment is visible in GraftPal, no spreadsheet needed

Tools Replaced

3+

On average, GraftPal users eliminate three or more disconnected apps when switching to the platform

Active Within Week One

92%

Fast onboarding and pre-built templates mean most users are live and capturing leads within 15 minutes

Common Challenges

Challenges Facing Conveyancers Professionals

Real problems that cost licensed conveyancers and property law firms time and revenue, and that one well-configured CRM platform eliminates.

Estate agent referrals need instant follow-up.

Transaction milestones are tracked in spreadsheets.

Completion-based billing creates cash flow gaps.

app.graftpal.com/jobs
GraftPal Jobs β€” track, schedule, and manage all your jobs in one place

The GraftPal Solution

How GraftPal Works for Conveyancers

Every feature is native to GraftPal, no add-ons, no extra subscriptions, no integrations to maintain. Explore the full platform and see how it all fits together.

Lead Capture

Capture inbound enquiries from forms, social, and referrals into one organised pipeline.

Explore Lead Capture Forms on the platform

Visual Pipeline

Track every opportunity stage in a clear visual pipeline so nothing slips through.

Explore Visual Pipeline on the platform

Proposals (engagement letters)

Send engagement letters fast and keep records in one place.

Explore Proposals on the platform

Invoicing (milestone)

Bill by milestone to keep cash flow aligned with delivery.

Explore Invoicing on the platform

Automation

Automate follow-ups so leads never go stale.

Explore Workflow Automation on the platform

Reports

Track conversion rates and revenue across your pipeline.

Explore Pipeline Reports on the platform

Your Pipeline

A Pipeline Built for Conveyancers

Every stage of your workflow, tracked and automated from first enquiry to final payment.

1
Referral
2
Instruction
3
Searches
4
Inquiries
5
Exchange
6
Completion
7
Invoice

Key Benefits

Why Conveyancers Professionals Switch to GraftPal

One CRM. No More Tool Juggling.

GraftPal replaces the patchwork of spreadsheets, email threads, and disconnected invoicing apps that most licensed conveyancers and property law firms rely on. Your pipeline, proposals, invoicing, and automations are all connected inside a single platform, so nothing slips and nothing needs syncing.

Your Full Pipeline, Stage by Stage

See exactly where every deal stands, from Referral through to Invoice, in a clean visual CRM pipeline. Spot stalled deals fast, follow up at the right moment, and keep revenue moving without manual tracking.

Proposals and Invoices Built Into Your Workflow

GraftPal isn't just a conveyancing crm. Send professional proposals, collect e-signatures, and issue invoices without leaving the platform. Shorten approval cycles, reduce payment delays, and cut the admin that drags out deals.

Automation That Compounds Over Time

Set up follow-up sequences, stage triggers, and reminder automations once, then let GraftPal run them on every deal. Fewer leads go cold, less time is spent chasing, and your pipeline moves even when you're heads-down on delivery.

app.graftpal.com/jobs
GraftPal Jobs β€” track, schedule, and manage all your jobs in one place

Use Cases

Who Uses GraftPal for Conveyancers

From solo operators to growing teams, here's how licensed conveyancers and property law firms use GraftPal as their all-in-one CRM to win more business and reduce overhead.

01

Licensed conveyancers and property law firms ready to replace scattered tools with one connected CRM, so every lead is captured, every deal is tracked, and every invoice goes out on time without switching apps.

02

Professionals looking for a conveyancing crm with real pipeline visibility, who need to see exactly where each deal sits and act before opportunities go cold.

03

Businesses that want conveyancer software built into the same platform as their proposals and billing, not bolted on through a third-party integration.

04

Teams scaling up who need consistent workflows, shared pipeline access, and accurate revenue forecasting, all inside a single CRM built specifically for licensed conveyancers and property law firms.

Explore the Platform

Platform Features for Conveyancers

GraftPal is built around three connected hubs, Marketing, Sales, and Commerce, giving licensed conveyancers and property law firms a complete CRM software platform with every tool in one place.

Frequently Asked Questions

Conveyancers FAQs

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