Keep property enquiries moving.
Connect advertising, listings, viewings and CRM activity so agents spend less time copying information and chasing updates.
Discuss your workflow →How we can help real estate
These are examples of workflows we can assess and build. We confirm the scope, available integrations and responsibilities before implementation.
Enquiry capture and routing
Send website, campaign and portal enquiries to your CRM where supported. Match the property, assign an agent and notify the team.
Viewing coordination
Collect preferred viewing times, send booking links and issue reminders from an approved calendar workflow.
Buyer follow up
Trigger relevant follow ups from buyer preferences and recorded interest, with contact permissions checked.
Listing updates
Move approved property information between connected systems and flag missing or conflicting details.
Vendor reporting
Prepare activity summaries from enquiry, viewing and campaign data for an agent to review.
Document handovers
Create checklists and internal tasks when a property or buyer reaches the next agreed stage.
An example workflow
- A buyer asks about a listing
- The enquiry is matched to the property and added to the CRM
- The assigned agent receives the details and a follow up task
- Viewing activity is recorded for the next conversation
The exact triggers, messages and review steps are agreed around your team and systems.
Built with the right boundaries
People remain responsible for property advice, disclosures and decisions. We confirm portal access and integration permissions before quoting.
From opportunity to a working setup
Understand the work
We review the current process, time consuming steps and the systems your team uses. Together we choose a manageable starting point.
Build and test
We map triggers, actions and exceptions, connect supported tools and test realistic scenarios before launch.
Hand over clearly
We document ownership, error notifications and operating instructions. Ongoing support can be scoped where needed.
Questions about real estate automation
Can you connect our existing systems?
We check the tools involved, supported connectors, API access and permissions during scoping. Where a connection is not available, we explain the limitation before confirming the project.
Which workflow should we start with?
A useful starting point is often enquiry capture and routing. We compare it with the other manual tasks in your business and prioritise a process with clear inputs, an owner and a measurable outcome.
How are pricing and timelines agreed?
We provide a scoped proposal after reviewing the workflow and dependencies. Required third party subscriptions, usage charges and ongoing support are clarified separately.
Start with one workflow.
Tell us where manual work slows your real estate team down.