Log replies, send outreach emails, book lead meetings. 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.
Follow up with a lead in the same email conversation.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Introduce referred buyers or sellers and track the first email on their lead.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Contact buyers or sellers when a deal reaches a follow-up 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 buyers or sellers promised material and agreed next steps.
Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.
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.
Send sellers a first reply and surface questions for the next call.
Give homeowners a relevant first reply while your sales Agent gets the property details and questions needed for the next conversation.
Invite interested buyers or sellers to discuss their inquiry.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
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.
Follow up with introduced buyers and sellers before they go quiet.
Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.
Send final transaction agreements for signature.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Follow up with buyers or sellers who have not answered an email.
Your sales follow-up emails go out when due if prospects stay quiet, and their replies stand out in your inbox.