Real estate / Automation

From first enquiry to the next milestone.

Give leads, viewings, and transaction handoffs a clear owner. Start with a bounded setup that fits the way your team works.

Recommended starting points

A useful first conversation starts here.

  • Where do new enquiries arrive?
  • Who owns bookings and follow-up?
  • Where are dates and transaction updates recorded?

Keep your team in control

A setup includes agreed rules, testing, and handover. People own exceptions and decisions. Additional integrations, tool subscriptions, usage fees, and ongoing support are scoped separately.

Discuss your workflow →