Workflow automation
Your best process,
on every lead.
Rules for assignment, messages, follow-ups and escalations run on every lead, every time. Describe one in plain words and the AI drafts it for you.
Triggers and actions
When this happens, do that.
Start a rule when a lead arrives, changes stage or misses a follow-up. Then assign it, message the buyer, create a task or alert a manager.
- New lead, stage change and missed follow-up triggers
- Assign, message, create tasks, notify
- Conditions on project, source and budget
Drafted by AI
Write it in a sentence.
Type what you want in plain words. The AI turns it into a rule with the right trigger, conditions and actions, and shows it to you before anything turns on.
- Plain-language rule drafting
- You review before it runs
- Edit any part afterwards
Messages
The right message, at the right moment.
Send approved WhatsApp templates and emails from your rules: a welcome when a lead arrives, a confirmation before a visit, a nudge when it goes quiet.
- Official WhatsApp templates
- Email from the CRM
- Every message logged on the lead
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Assignment rules
Round robin or by project, source and budget.
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Escalations
Managers know when a lead is slipping.
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Automation health
Ask the AI how your rules are performing.
Keep exploring
- Lead managementCapture, de-duplicate and assign every enquiry
- Follow-ups and site visitsA clear day for every salesperson
- Projects and inventoryTowers, floors, units, prices and holds
- Channel partnersRegistration, attribution and claims
- CampaignsSpend, leads and bookings by campaign
- Analytics and reportsLive performance for owners and managers
Ready to move your real estate
business forward?
Experience a smarter way to manage your sales operation.
Prefer to set it up yourself? Create a workspace
- Enquiry
- Qualified
- Site visit
- Negotiation
- Booking