Follow-ups and site visits
No warm lead
goes cold again.
My Work gives every salesperson a clear day: overdue follow-ups, today's calls and upcoming site visits, in the order that matters.
My Work
Start every day knowing who to call.
Overdue follow-ups at the top, today's calls next, site visits with their times. Each salesperson sees their own day; managers see the whole team's.
- Built from leads, tasks and visits automatically
- Overdue work never hides
- Ask the AI for a daily plan in one line
Site visits
Scheduled, confirmed and debriefed.
Book visits against a project and units, confirm them on WhatsApp, reschedule in a tap, and record what happened afterwards so the next step is never a guess.
- Visits linked to projects and units shown
- Reschedules and cancellations tracked
- Post-visit outcome and feedback on the lead
Calling
Every call logged. Every outcome kept.
Click to call through MCube, Exotel, Knowlarity, Ozonetel or Twilio. Calls land on the lead with the recording, and the AI turns them into a short debrief with the next step.
- Click to call from any lead
- Recordings attached to the lead
- AI debrief: summary, outcome, next step
Conversations attached to the lead.
A shared inbox on the official WhatsApp Cloud API. Approved templates for confirmations and reminders, and the full lead record beside every chat.
- Official Meta WhatsApp Cloud API
- Approved templates for visits and reminders
- AI drafts, translated for the buyer
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Reminders
Before a follow-up is due, not after it’s missed.
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Team view
Managers see every salesperson’s day and backlog.
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Escalations
Automatic alerts when a lead isn’t contacted in time.
Keep exploring
- Lead managementCapture, de-duplicate and assign every enquiry
- Projects and inventoryTowers, floors, units, prices and holds
- Channel partnersRegistration, attribution and claims
- CampaignsSpend, leads and bookings by campaign
- AutomationRules that run your process on every lead
- 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