Real estate
Every enquiry routed to the right agent, in writing.
Portal leads, phone calls and website forms arrive at the same time, and the follow-up depends on who noticed first.
Where the time goes
- Portal and website enquiries sit in different inboxes.
- Viewing requests need a written reply with times, not a round of phone tag.
- CRM records stay half-empty, so nobody trusts the pipeline.
What solves it
A lead intake workflow: every enquiry is answered, qualified and written into your CRM.
An example from this industry
Could I view the two-bedroom property in Bristol on Saturday? Please send the available times in writing. Sam, 07xxx xxx xxx.
Open the demo with this example
The example is fictional, including the name and phone number.
Common questions
Can it book a viewing?
Yes. It offers available times in writing and confirms the slot with the agent and the client.
What happens to the CRM record?
Every enquiry creates or updates a record with the details, the source and the next step.
Can it handle several agents?
Enquiries are routed by area, by listing or by a simple rule you set.
Get a written assessment
Describe one process. Within 48 hours you get a written plan and a 3-minute video: what's worth automating, how it would work, the risks, and a fixed price. No call, no obligation.
Request assessment