Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Find new buyers and send first emails after the team approves them.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Reply to new website leads and share the gaps needed for follow-up.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Email deal owners a link when their proposals are rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Send first emails to new referrals and keep their follow-ups on the leads.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Welcome signed clients with the scope promised in their agreement.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Prioritize new buyer and seller leads for team follow-up.
Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.
Start seller conversations with a tailored email and Agent brief.
Give homeowners a relevant first reply while your sales Agent gets the property details and questions needed for the next conversation.