Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Acknowledge callers and flag urgent voicemails for review.
Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.
Send approved property outreach and see which prospects were emailed.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Email approved buyer lists and see which contacts were skipped.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved listing emails to eligible prospects.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Send personalized property emails to eligible leads and report skips.
Your campaign emails go to eligible contacts from the latest segment, with a send log showing skips and errors.
Keep buyer and seller appointments current as plans change.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Show which open house guests and inquirers need a call first.
Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.
Write a first email to referred buyers or sellers in the introduction thread.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
Give flagged buyer and seller emails a next-day follow-up task.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.