Preparing Invisible CRM.
Securing your records
000%Invisible CRM · Secure Record Vault
Your records, quietly made trustworthy.
iCRM brings every property, person and decision into one private vault—traced to its source, reasoned in the open and changed only with your approval.
01 · Source intelligence
Everything arrives with a source.
Watch records move across connected systems, see what changed, and keep the original evidence attached from the first signal.
02 · Emily workspace
One conversation. Every case in context.
Emily carries the record, the evidence and your previous decisions into every conversation—without losing the thread.
03 · Evidence canvas
From scattered sources to one record of truth.
Every canonical record keeps its reasoning path visible, so your team can inspect the journey—not just the result.
Decision required
The asking price is different in two trusted sources. The signed instruction is newer, but iCRM will not replace the live value until a person approves it.
04 · Human gate
You are the human gate.
iCRM can capture, match and explain. Only your team can approve a material change and seal it into the vault.
Update the asking price to £495,000?
Emily found a newer signed instruction. The live record remains unchanged until you decide.
06 · Questions
Common questions.
What Invisible CRM does, who it is for, and how your records stay yours.
What is Invisible CRM?
Invisible CRM (also called iCRM) is a customer relationship management system built for UK estate agencies. It holds sales, lettings and property management in one record, and every field carries its source — so you can always see where a value came from, who changed it and when.
Who is Invisible CRM for?
UK estate agents, letting agents and property managers. It covers the full agency workflow: applicants, valuations, property onboarding, viewings, offers, sales progression, tenancies, maintenance, inspections and move-outs.
How is it different from a normal estate agency CRM?
Two things. First, provenance: every field records its source, confidence and the person or system that set it, so the record is auditable rather than just current. Second, the AI assistant never writes silently — Emily proposes a change and a human approves it before anything is committed.
Does the AI change my data automatically?
No. Emily can read your records and draft changes, but every write pauses for explicit human approval. You see the exact before-and-after for each field, and you can edit the proposal before accepting it. Nothing is committed without that confirmation.
Can I migrate from my existing CRM?
Yes. Invisible CRM imports from CSV exports and connects directly to Street. Imports are staged first: you review the field mapping, see a preview with duplicate and exception counts, resolve anything ambiguous, and only then promote the batch into live records.
How does it handle compliance?
A Compliance X-ray tracks each obligation against the properties, tenancies and contacts it applies to, and flags what is missing, expiring or expired. You can upload the satisfying certificate against a finding, and it is filed and linked to the obligation ledger.
Where is my data stored, and is it secure?
Data is UK-resident. Sign-in supports multi-factor authentication via an authenticator app, email code or recovery code. Session credentials are held in httpOnly cookies that browser JavaScript cannot read, and every change to a record is written to an immutable audit ledger.
Does it support sales and lettings in one system?
Yes. Sales and lettings run side by side over shared property and contact records, so a landlord who is also a vendor is one person rather than two duplicates. Each side keeps its own pipeline, columns and stages.
Is Invisible CRM the same as RealGenie iCRM or Genie Vault?
Yes — they are the same product. Invisible CRM (shortened to iCRM) is the estate-agency CRM built by QGAI within the RealGenie platform, and it has also been referred to as iCRM Vault and Genie Vault. Whichever name you have heard, it is this CRM.
What does the "Invisible" in Invisible CRM mean?
It means the admin does itself in the background. The CRM captures records from your existing sources, keeps them current and traced to where each value came from, and surfaces only the decisions that need a human — so your team spends time on clients, not on data entry, while the system stays auditable.
05 · Secure Record Vault
Nothing changes without you.
One private place for every record, every source and every decision. Start with what you already have; iCRM will make the path visible.