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CRM & Follow-up Automation

Lead tracking & sales workflow automation

Organize incoming leads, sales follow-ups, and reporting workflows.

Organize incoming leads, sales follow-ups, and reporting workflows.

Most property inquiries are lost in follow-up, not in advertising. We help you organise incoming leads, assign them, set follow-up reminders and keep reporting simple, so no inquiry sits unanswered.

What’s included

  • Lead pipeline and status design
  • Lead assignment by salesperson or team
  • Follow-up reminders and next-action tracking
  • Lead source and campaign tracking
  • Dashboard for managers
  • Basic reporting and activity tracking
  • Workflow configuration and testing
  • Team onboarding and handover documentation

Optional integrations

  • Meta lead forms
  • WhatsApp Business Platform/API
  • Google Sheets
  • Website inquiry forms
  • Email or third-party CRM integrations

Best for

Real estate businesses with multiple salespeople, large lead volumes or inconsistent follow-up processes.

Important to know

API access, third-party CRM subscriptions, WhatsApp messaging charges, custom software development and advanced integrations are priced separately. Integration feasibility depends on platform access and permissions.

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