Agents help real estate businesses stay close to buyers and sellers as listings and deals move forward.
Send prepared emails to leads and see which contacts have replied.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Send a due lead follow-up in the original email thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Book introductory meetings with new prospects on the rep's calendar.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
Introduce referred prospects using their stated need and log the next step.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Summarize prospect emails and log them for follow-up.
Get short summaries and useful labels for incoming work email. Scan your tracking sheet when it's time to follow up.
Keep prospect replies while trashing clearly unwanted mail.
Your inbox stays clearer each week as clearly unwanted mail goes to trash and you get an explanation for every decision in your private chat.
Tell clients who covers their account and flag urgent deal emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
Flag prospect meeting invitations that clash with customer calls.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
Send a relevant prospect follow-up when a deal reaches the next stage.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Send prospects a call recap with the agreed next step and timing.
Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.
Follow up on sales calls with the promised link and agreed next step.
Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.
Flag inbound prospects due for a personal follow-up.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.