monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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.
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.
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.
Pair executed deal agreements with their signing history.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.