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Real estate · Lead response

Lead follow-up & routing

Every portal, website, and social lead answered in minutes and routed to the right agent.

Map automation opportunityAll real estate workflows
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

See it run, step by step.

Toggle the manual and automated paths, then run a sample through the flow.

  1. 01
    New enquiry
    Portal & web forms
  2. 02
    Create / update CRM
    CRM
  3. 03
    Instant reply
    SMS / email
  4. 04
    Route to agent
    Team alerts
  5. 05
    Follow-up ladder

Time reclaimed
~0h/ weekIllustrative

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.

Map automation opportunity