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Property enquiries assigned, followed up and counted

For brokers, developers and agencies whose leads come from many portals and campaigns and need to be assigned and followed up quickly.

Proposed solutions

Everything on this page describes proposed solutions and illustrative interfaces, not deployed products.

Where the time and money leak

  • Enquiries from portals, ads, calls and referrals sit in different places
  • Leads wait unassigned, or get contacted twice by different people
  • Follow-up depends on each salesperson's memory
  • Nobody can say which source produced site visits and closures
  • Property details and availability are shared as screenshots

How the work could run instead

  • Lead capture

    Website forms, ad lead forms and manual entries come into one inbox with the property and source recorded.

  • Lead assignment

    Rules allocate leads by project, area or round-robin and notify the owner.

  • CRM and pipeline

    Stages from enquiry to site visit, negotiation and closure, with notes and reasons for lost deals.

  • Follow-ups

    Reminders for calls and visits, with overdue lists for managers.

  • Property enquiries

    Each enquiry is linked to the listing or project, with an up-to-date inventory of units for the team to share.

  • Reporting

    Leads by source, conversion by stage and workload per salesperson.

Modules a first version could include

  • Lead inbox
  • Assignment rules
  • Pipeline board
  • Follow-up tasks
  • Property and unit list
  • Site visit scheduler
  • Communication templates
  • Source and conversion reports
Illustrative demo

These are proposed solutions for real estate teams. The linked interface is an illustrative demo using sample data. It is not a deployed product, and nothing here describes a live client system. Real builds are scoped around your own workflow.

Questions from this industry

Talk through your real estate workflow

Tell us how things run today. We will say plainly what could be built, what it depends on and where a simpler fix is better.