Organise real estate context and commercial workflows.
An illustrative real estate workflow using business context, research, leads and follow-up planning. Specific channel connections and automation require setup and validation.
Stages and approaches are planning examples, not guarantees of every automation, integration or commercial result.
Explore a sample real estate journey.
Inquiry
Capture from WhatsApp, portals, Instagram, calls.
Qualify
Budget, payment plan, location, unit type, urgency.
Match units
Surface available units that fit the buyer brief.
Schedule viewing
Book site visits, assign agents, send reminders.
Reservation
Track deposits, paperwork, and unit hold status.
Handoff
Pass to legal/finance with full context.
Workflow challenges and possible approaches.
Agents forget which units a buyer already saw.
Buyer-unit history is logged automatically.
Hot leads cool off after the viewing.
Post-viewing follow-up sequences with AI scripts.
Manager has no view of broker performance.
Per-agent conversion dashboards.
Potential integrations to discuss — not all are available
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