Enquiry routing
Capture incoming enquiries, check for existing contacts and assign them by project or geography using agreed routing rules.
- 01Enquiry arrives
- 02Check contact details
- 03Assign agent
- 04Create follow-up
Real estate
Every enquiry.
A clearer next step.
Bring property enquiries, agent assignments and follow-ups into one connected process. Give your team the context to respond and keep interested buyers informed.
Designed for
your context.
Enquiries can arrive from listing portals, campaigns, the website and referral channels. A useful workflow preserves the source, captures stated preferences and gives an agent a clear next action without relying on manual copying.
Workflow possibilities
A practical place to start.
Illustrative use cases, tailored to your systems during discovery.
Viewing coordination
Connect appointment requests, agent availability and reminders, with rescheduling and cancellation handled explicitly.
- 01Viewing requested
- 02Confirm availability
- 03Send reminder
- 04Record feedback
Property information assistants
Answer questions from approved listing information and route availability, pricing and negotiation questions to the team when confirmation is needed.
- 01Visitor question
- 02Find listing information
- 03Answer or clarify
- 04Hand off to agent
The details
we plan around.
- Listing freshness and availability confirmation
- Contact permissions and communication preferences
- CRM ownership and duplicate enquiries
A few answers
Before we begin.
Can you connect property portals to our CRM?
We assess each portal’s supported integrations and your account access. Where an API or approved lead feed is available, it can be included in the workflow.
Can a chatbot confirm prices and availability?
Only when it has an approved, current source for that information. Otherwise it should identify the question and hand it to an agent rather than invent an answer.
Relevant expertise
Let’s find out