Real estate · Lead response
Lead follow-up & routing
Every portal, website, and social lead answered in minutes and routed to the right agent.
The manual version
How it usually runs
- Leads land in different places — property portals, the website form, social inboxes — and get noticed whenever someone happens to check.
- Details are copied into the CRM by hand, if at all.
- First contact depends on who is free, so hot leads cool down over a weekend.
- Follow-up runs on memory and sticky notes.
What we built
The automation
- Every lead source feeds one intake that creates or updates the CRM record automatically.
- An instant first response goes out by SMS and email with the enquiry details.
- The lead is routed to the right agent by area or type, with an ownership alert.
- A reminder ladder keeps nudging follow-up until the lead is marked handled.
Built with
Portal & web formsCRMSMS / emailTeam alerts
The pipeline
What actually runs, step by step.
- 01New enquiry
- 02Create / update CRM
- 03Instant reply
- 04Route to agent
- 05Follow-up ladder
What it changes
What the team notices.
No enquiry sits unseen over a weekend.
First response is consistent instead of personality-dependent.
Agents stop re-typing lead details between tools.
Run this on your agency.
Tell us how your team handles this today and we'll map where the automation fits — without replacing the tools you already rely on.