Estates Management

Property and Estates Management software Complex estates made easy

Concerto provides leading Property Management software and Estates Management software designed to help organisations across the UK manage complex property portfolios efficiently, compliantly and cost-effectively. Our Estates Management software gives estates and facilities teams a single, trusted system to manage land, buildings, space, condition, utilisation and statutory compliance all in one place.

Built for public and private sector organisations, Concerto's Property Management software supports smarter, data-driven decision-making by bringing together accurate estates data, powerful reporting and seamless integration with facilities management and asset management processes.

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What you get with Estates Management software

Everything in one place

Our estates management software provides a single, central platform for managing properties, leases, licences and key estate documents across the UK. Designed to replace spreadsheets and disconnected systems, our estates management software solution keeps all estate information organised, accessible and secure in one place, saving time and improving data accuracy.

Never miss an estates deadline

Our estates management software automatically tracks critical dates such as lease breaks, renewals, rent reviews and contractual obligations. With built-in alerts and reminders, estates teams stay ahead of deadlines, reduce risk and avoid costly errors, supporting stronger governance and compliance across the estate.

Visibility across your estate

With complete visibility of what you own, occupy or manage, our estates management software brings together costs, risks, valuations and income in a single view. This enables estates teams and senior stakeholders to make informed, strategic decisions with confidence, supported by accurate and up-to-date estate data.

Designed for real-world estates

Built to support the complexity of modern property portfolios, our estates management software solution scales from single sites to large, multi-site estates. It enables consistent estate management across internal teams and outsourced providers, all working from the same trusted system and shared data set.

Concerto enables us to make informed decision on our land and property interests. We now meet our legal obligations through transparent data. Without Concerto we would otherwise struggle.

Andrew Stirling
Head of Corporate Estates
Visualisation of the Concerto Estates Management system showing estate insights, data and graphs over time

Key features of our estates management software

Our estates management software enables organisations to effectively manage asset portfolios across multiple and geographically dispersed locations while maintaining a truly centralised management approach. The system is highly flexible and configurable, allowing it to mirror the structure, workflows and reporting requirements of your organisation.

Linked sites, documents, equipment records and acquisition and disposal registers are all managed within our estates management software, alongside site reviews, condition surveys and valuations. Customisable measurements, KPIs and reporting are supported, with integrated GIS and CAD providing spatial context and enhanced insight across the estate.

 

Sites & asset register

A comprehensive sites and asset register sits at the heart of our estates management software. Estates teams can store and manage key strategic information against each site, including address and contact details, ownership data, photographs and supporting documentation. The intuitive user interface allows organisations to control what information is visible and to extend site records with additional data as required.

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Dashboard & reports

Our estates management software includes built-in dashboards and a powerful report generator that enables users to quickly create detailed, tailored reports. Using a guided, step-by-step approach, estates teams can filter and select data to meet operational or strategic reporting needs.

Reports can be saved and reused, then automatically scheduled and distributed by email at defined intervals, ensuring stakeholders always have access to accurate, up-to-date estates information.

Mobile working with barcoding

Our estates management software includes mobile working functionality as standard, with no additional licence costs. This makes it cost-effective to deploy across the organisation while delivering long-term efficiency gains through a single point of data entry and real-time access to estate information on the move.

Barcoding functionality allows on-site teams to scan assets, buildings, rooms or equipment and instantly update the central estates management system. This removes duplicate administration, improves data accuracy and ensures estates information is always current and reliable.

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Start the conversation

Get started today. Schedule a 20 minute discovery call and follow it with a personalised demo designed for your team.

Module features

Case management

Case types - Configurable workflows - Customisable forms - Dashboards and reports - Department allocation - Documents and templates - Links to agreements - Roles management - SLA/KPI reporting - Workflow and processes

Estates management

Asbestos register - CAD, GIS & 3D viewer - Deeds and lease management - EPC/DEC recording - IFRS 16 compliance - Insurance valuation - Lettable units - Ownership/disposal - Property management surveys - Service charge - Tenant invoicing - Valuations - Vendor payments - Void management

Equipment register & PPM

Asset register - Site equipment database - Warranty information & tracking - Servicing details - Scheduled servicing dates - Maintenance scheduling - BIM-enabled integration - Equipment lifecycle tracking - Service record management - Integrated environment - Maintenance coordination - Facility asset visibility - Equipment monitoring.

Asbestos management

Asbestos audit management - Asbestos material recording - Building user risk assessment - Risk matrix - Property portfolio analysis - Sample tracking - Asbestos removal tracking - Asbestos location identification - Hazardous material management - Asbestos compliance monitoring - Asbestos reporting - Asbestos survey data.

Property management surveys

Mobile compliant - Integrated mobile software - Disability Access Audit Module - Condition Survey Module - Legionella Survey - Sufficiency Survey - Suitability Survey - Survey management - Compliance inspections - On-site data capture - Mobile auditing - Digital survey forms - Real-time data upload - Survey reporting.

Document management

Data storage and management repository - Information exchange - Project documentation - Centralised document location - Staff & consultant collaboration - Contractor collaboration - Project correspondence - Notes - Photos - Videos - Reports - Document approval - Version control - Approved version access - Project data management - Document control functionality.

CAD integration

GIS integration - 3D viewer - CAD drawing import - Asset structure visualisation - Graphic interface - Map-based asset viewing - Room type display - Room area display - Equipment data display - Two-way navigation - Land records - Building records - Acquisitions - Disposals - Lease management - 3D BIM modelling - Integrated spatial data management.

Orders and invoicing

Multiple budgets - Order creation - Order sheets - Authorisation facility - User approval limits - Security limits - Invoice upload - Budget linkage - Project linkage - Automated budget updates - Financial management - Procurement control - Supplier management - CAFM financial integration.

Workflow and processing

Configurable system - Seamless integration - Organisational practices - Process governance - Workflow automation - Established process mapping - PRINCE2 support - Linked guidance - Detailed process creation - Custom workflow configuration - Process management - System adaptability.

FM and property helpdesk

Service & maintenance request management - Complaints handling - Request logging - User notifications - Action tracking - Issue resolution - Mobile technology - Contractor data entry - Real-time information access - On-site data capture - Integrated helpdesk system.

Case management

Integrated functionality - Case tracking - Organisation-wide visibility - Legal officer support - Expertise deployment - Process automation - Administrative reduction - Workflow efficiency - Case monitoring - Task management - Automated processes.

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Frequently asked questions

What is a service charge and how do I manage them proactively?

Service charges are payments tenants make for the maintenance and operation of shared building areas. Concerto streamlines their management from both landlord and tenant perspectives.

What is a service charge and how do I manage them proactively?

Service charges are fees collected from tenants or leaseholders to cover costs associated with managing, maintaining and operating shared areas and services within a property or estate. These typically include expenses for cleaning, repairs, security, landscaping, lighting, utilities and building insurance.

Effective service charge management involves accurately calculating, apportioning, invoicing and reconciling these costs, tasks that apply equally whether you're managing them from a landlord or tenant perspective. Concerto simplifies this entire process, providing clear expenditure tracking, transparent reporting, automated invoicing and comprehensive financial reconciliation tools.

Bellrock also offers specialist service charge consultancy, including budgeting, accurate cost allocation, recovery strategies and dispute resolution support, ensuring fair, compliant and efficient management for both landlords and tenants.

Can Concerto manage real estate portfolios?

Yes, Concerto is built for it. Whether you're managing ten buildings or ten thousand, Concerto gives you full visibility and control over every part of your property portfolio. From leases and asset registers to compliance, refurbishments and sustainability tracking, it brings everything together in one place. No more chasing spreadsheets or juggling disconnected systems just clear, centralised management across your estate.

Can Concerto manage real estate portfolios?

Yes. Concerto is designed to give estate and property teams a single, connected view of their entire portfolio, bringing together data, documents, and insights to optimise performance, reduce risk, and identify opportunities. At the core is a comprehensive property and estate register that records key details for every site, from ownership and usage to geographic location, classification, and links to assets, leases, and supporting documents. Lease management tools store agreements, track renewal dates, and trigger automated alerts for rent reviews, break clauses, and expiries, while also monitoring landlord and tenant obligations, rent schedules, and integration with finance systems.

Concerto links buildings to condition surveys and asset registers, enabling teams to track condition ratings, plan lifecycle investments, and connect assets to maintenance schedules and compliance data. Compliance management covers fire safety, asbestos, legionella, and other statutory inspections, maintaining full audit trails and documentation for each site while providing portfolio-level risk monitoring. Refurbishment and capital works can be planned and delivered within the system, with progress, budgets, and timelines linked directly to leases, asset condition, or compliance issues.

For workplace optimisation, Concerto supports space planning with room and desk booking, occupancy heatmaps, and visualised floor plans, helping organisations assess space usage, plan relocations, or reconfigure layouts. Financial forecasting features integrate with ERP platforms like SAP, Oracle, and Unit4 to track capital spend, asset depreciation, rent roll, and ROI on improvements. Sustainability and ESG reporting is built-in, with tools to track energy use, waste, and emissions, benchmark building efficiency, and feed into certification or investor reports to support net-zero and ESG goals.

Customisable dashboards and reports provide real-time visibility by site, region, or asset class, tracking KPIs, lease events, project milestones, and risk factors. Data can be exported to PDF, Excel, or CSV, and alerts can be set for critical deadlines or performance issues, ensuring estate managers have the insight they need to make informed, strategic decisions across their portfolio.

Can Concerto manage contractor relationships?

Yes, absolutely. Whether you're refurbishing classrooms, replacing boilers or delivering a large-scale capital programme, Concerto helps you stay on top of it all. From task planning and contractor coordination to tracking risk, spend and progress, everything sits in one secure, easy-to-use platform. You’ll have full visibility of timelines, budgets, documents and compliance. From day one to handover. Concerto simplifies complex projects and gives teams the control they need to deliver on time and within budget.

Can Concerto manage contractor relationships?

Yes, Concerto's project and contractor management tools are designed specifically for real-world estate and facilities work, offering end-to-end oversight and control. You can structure projects by defining sites, budgets, timelines, stakeholders, and funding upfront. Easy Gantt planning helps map tasks, assign owners, set deadlines, and monitor risks like slippage or critical path issues.

Concerto provides live financial tracking to view actual spend, committed costs, and forecasts, fully integrated with your cost centres and finance systems. Built-in workflows let you assign tasks, set dependencies, trigger risk checks, and automate reminders.

Contractor management is clear and comprehensive: allocate tasks, track delivery and performance, and monitor costs against SLAs all within a single platform. You can store and link key documents such as tenders, contracts, and manuals, with a full audit trail.

Active risk management tools help you log, track, and mitigate issues, while programme-level dashboards give you a consolidated view across multiple sites, departments, or initiatives like net zero upgrades. Smooth handovers are supported through inspections, warranties, and asset onboarding into maintenance plans.

Detailed reports on project status, risks, finances, and schedules are easily exported for executives or auditors. Whether managing one refurbishment or hundreds of sites, Concerto brings structure, accountability, and clarity to every stage of contractor and project management.

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