Sales and agency leaders
For teams accountable for enquiry response, agent follow-up and pipeline visibility.
Industry
Keep property enquiries, viewings and follow-up connected
Property teams lose leads across channels and follow up slowly. We connect enquiry capture, WhatsApp and CRM so every lead is tracked, followed up fast, and visible in a real pipeline.
Give every property enquiry an accountable next step
An enquiry can arrive through a portal, a website, a phone call or a messaging conversation. When these sources are handled separately, the same prospect may receive conflicting responses while another enquiry receives none. We connect the enquiry record to the property interest, assigned agent and next action.
The starting point is the journey your team actually runs: qualification, viewing, negotiation and handover. We establish assignment rules and the information an agent needs before deciding which steps to automate.
Who we help
Operations leaders
For teams coordinating viewings, handovers and work across channels.
Sector challenges
Lead leakage across channels
Enquiries arrive on portals, calls and WhatsApp and fall through the gaps.
Slow, inconsistent follow-up
Response depends on individual agents remembering to act.
Weak pipeline visibility
No dependable view of deals, agent activity or accountability.
Records and responsibilities
Prospect and property interest
Keep contact details, source, requirements and relevant property references together, with rules for duplicate enquiries.
Agent and appointment
Record ownership, viewing arrangements, availability and the outcome of each interaction so follow-up does not depend on memory.
Deal and handover
Track stage changes, agreed commitments and outstanding documentation through the transition from sales to post-sale service.
Priority workflows
Lead capture and qualification
Bring portal, website, call and messaging enquiries into one owned queue, with qualification and routing rules.
Viewing scheduling
Coordinate availability, confirmations and reminders while keeping the lead record current.
Deal pipeline management
Give agents and managers a shared view of stage, next action, ageing and exceptions.
Post-sale and handover follow-up
Track documents, commitments and customer communication through completion and handover.
From a new enquiry to a completed viewing
A new enquiry is checked against existing contacts and routed to the appropriate agent. The agent records qualification and proposes a viewing. Confirmation and permitted reminders follow the agreed process, while the CRM retains the appointment outcome and next action.
If the prospect changes requirements or the property becomes unavailable, the record stays with the relationship rather than disappearing into a closed conversation. Managers can review unassigned enquiries and overdue follow-ups.
Keep communication and access boundaries clear
Agree who can view prospect details, transfer an enquiry or send a message. Messaging depends on the selected channel's requirements and the person's communication preferences. Record retention and property-specific obligations should be reviewed for the relevant jurisdiction; the system design does not itself establish regulatory compliance.
How we evaluate success
Enquiry response
Measure the interval from capture to an owned first response, with channel and working-time context.
Viewing progression
Review qualified enquiries, arranged viewings, cancellations and completed follow-up as separate stages.
Agent accountability
Check the proportion of active records with a current owner and a useful next action.
Questions to resolve before you start
Can multiple agents work from the same customer record?
Yes, with agreed visibility, assignment and collaboration rules. These rules prevent a shared record from becoming unclear ownership.
Can we keep the property portal we already use?
Where supported interfaces or exports are available, the workflow can connect to existing tools. Access and integration limits are checked before committing to the scope.
Can WhatsApp conversations support follow-up?
A supported messaging integration can link communication to the CRM workflow. The implementation must account for permissions, channel configuration and approved messaging behaviour.
Improve your real estate workflows
Describe the process, its owners and the handovers that need attention.