Triggers, sequences and AI-assisted actions that run your process consistently across the whole team.
Everything you need to excel, built into one seamless experience
Fire on portal lead arrival, viewing booked or completed, stage change, price reduction, document signed, or a defined period of inactivity. These are the moments that matter in a property transaction, not generic CRM events you have to bend into shape.
Chain messages, waits, conditions and tasks into a sequence that adapts to what the client does. A buyer who opens the second email gets a different third step from one who ignored both, so nurture stops feeling like a mailing list.
Send leads to the right agent by area, language, price band, source or round-robin, with escalation if nobody responds inside your service window. The lead that arrives at midnight has an owner before anyone opens a laptop.
Have the AI draft a personalised message, match a new listing against buyer requirements, or open a WhatsApp conversation as part of a sequence — so automation is not limited to sending the same template to everyone.
Flag deals and leads that have gone quiet past a threshold you set, and act on them — a task for the owner, a nudge to the manager, or an automated re-engagement message before the client has fully moved on.
New agents follow the same sequence as your best performer from day one. Onboarding stops being an oral tradition and the numbers stop depending on who happened to pick up the enquiry.
Turn your biggest challenges into competitive advantages
Follow-ups depend on individual memory
Sequences run on triggers, so the step happens whether anyone remembers or not.
Portal leads sit unacknowledged for hours
Instant acknowledgement and routing the moment the lead arrives.
Process quality varies wildly by agent
The same automated sequence runs for everyone on the team.
Deals go quiet and nobody notices
Inactivity thresholds raise tasks and alerts before it's too late.
Almost every lost deal in an agency traces back to a follow-up that did not happen. Not a bad pitch or the wrong price — just a message nobody sent because the agent was at a viewing. Automations move that reliability out of individual memory and into the system. When a lead arrives, it gets acknowledged, routed and scheduled. When a viewing finishes, feedback is requested. When a deal has been quiet for a week, someone is told. The process runs identically for your best agent and your newest one, which is usually where the variance in an agency's numbers actually comes from.
An automation is a trigger, optional conditions, and a sequence of actions. Triggers fire on the things that happen in a property business — a lead arrives from a portal, a viewing is booked or completed, a deal changes stage, a price is reduced, a document is signed, or a period of silence elapses. Actions cover messaging across email and WhatsApp, task creation, assignment and routing, field updates, stage changes, and AI-assisted steps such as drafting a personalised message or matching a listing to buyers.
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