Buyer and seller enquiries arrive across multiple channels
Bring the information, ownership and next action into one agreed process.
From property enquiry to agent follow-up
Give every property enquiry a clear owner, next action and place in the pipeline.
Organise buyer and seller enquiries, assign leads, schedule viewings and keep every property conversation visible.
- 1Property enquiry
- 2Immediate acknowledgement
- 3Lead qualification
- 4Agent assignment
- 5Viewing booked
- 6Reminder
- 7Post-viewing follow-up
- 8Opportunity updated
Common process gaps
Why real estate teams need a connected view
Agents respond at different speeds
Bring the information, ownership and next action into one agreed process.
Viewing follow-up is difficult to track
Bring the information, ownership and next action into one agreed process.
Dormant leads disappear from view
Bring the information, ownership and next action into one agreed process.
What the system enables
Design the journey around clear customer and team actions
Acknowledge new enquiries promptly
Configured according to the agreed process, channel availability and implementation scope.
Qualify interest and route leads to the right agent
Configured according to the agreed process, channel availability and implementation scope.
Coordinate viewing appointments and reminders
Configured according to the agreed process, channel availability and implementation scope.
Track property interest and opportunity stages
Configured according to the agreed process, channel availability and implementation scope.
Re-engage suitable dormant leads
Configured according to the agreed process, channel availability and implementation scope.
Request reviews at appropriate customer moments
Configured according to the agreed process, channel availability and implementation scope.
Example workflow
A practical real estate sales journey
The precise stages, messages, hand-offs and automations are defined with your team during the Sales System Audit.
- 1Property enquiry
- 2Immediate acknowledgement
- 3Lead qualification
- 4Agent assignment
- 5Viewing booked
- 6Reminder
- 7Post-viewing follow-up
- 8Opportunity updated
Build the right starting point
Book a Sales System AuditMap a better real estate sales journey
Book a Sales System Audit to review your lead sources, response gaps, team hand-offs and the right starting configuration.