Agent
- Work assigned leads and follow-up tasks
- Share project details on WhatsApp
- Log site visits and outcomes
For brokers, developers, and property sales teams
Never lose a buyer between the first enquiry and the site visit.
Property leads arrive from portals, the website, calls, and WhatsApp. When follow-up lives in personal phones and spreadsheets, enquiries go cold, agents duplicate work, and owners cannot see which projects are moving.
No registration required to start with the audit. We will review the current journey before recommending a plan.
The operating gap
A better workflow starts with the gap your team feels every day.
Track new leads by source, won share, agent workload, overdue follow-ups, and inventory by project. Compare against your current baseline rather than industry averages.
The first step is not buying more software. It is mapping where the customer journey stalls, what the team repeats, and which signal should trigger the next action.
How the workflow works
From the first signal to the next useful action.
- 01
Capture enquiries from website forms, campaigns, and WhatsApp into one lead list.
- 02
Assign each lead to an agent with follow-up tasks and due dates.
- 03
Match buyers to projects and units from the property inventory.
- 04
Review the pipeline, overdue follow-ups, and agent workload every week.
Role-based features
Give each team member the view they need.
Sales manager
- Reassign unattended leads
- Review overdue follow-ups
- Balance agent workload
Owner
- Compare lead sources and projects
- Track won share
- Review inventory status
Benefits and measurement
Make the improvement visible to the people doing the work.
- One lead pipeline shared by the whole sales team.
- Overdue and unassigned follow-ups are visible before a buyer goes cold.
- Project and unit availability in the same place as the buyer conversation.
Track new leads by source, won share, agent workload, overdue follow-ups, and inventory by project. Compare against your current baseline rather than industry averages.
Proof and implementation
See the workflow before you commit.
The product preview above is a transparent walkthrough, not an invented testimonial. We establish your baseline first, then agree which measures will prove progress.
Evidence firstProduct walkthrough of the lead pipeline and agent follow-up.
Security and consentReporting on lead sources, agent workload, and inventory.
Assisted rolloutOnboarding checklist for projects, units, and agents.
Implementation timeline
Start with a contained pilot before scaling.
- 1
List projects, units, and the lead sources you use today.
- 2
Set up agent roles and follow-up rules.
- 3
Import open leads and assign them to agents.
- 4
Review the pipeline and overdue follow-ups after two weeks.
Integration details
Keep the tools that already matter.
We start from the systems already holding your customer, booking, commerce, or communication data, then define the smallest useful connection.
Questions before you start
Practical answers for the first conversation.
Can each agent see only their own leads?
Agent roles can be scoped so agents work their assigned leads while owners see the full pipeline.
Can we manage several projects?
Yes. Projects and units are kept in the property inventory and compared on the reporting dashboard.
Do property portals connect automatically?
Portal leads can be brought in through forms, imports, or integrations; confirm your portal with the team before setup.
Start with evidence
Book a free workflow audit.
Bring your current website, booking path, messages, and reporting questions. We will help you identify the first workflow worth improving.