Automatic lead scoring, pipeline analysis and a daily brief on what actually changed — without building a report.
Everything you need to excel, built into one seamless experience
Score against rules you define — budget fit, source quality, engagement with listings you have sent, stage progression, time since contact. The result is an ordered call list rather than a chronological pile, which is the single biggest lever on conversion for a busy team.
A short summary each morning of what changed: new leads worth attention, deals that progressed, viewings booked, and anything that went quiet. It replaces the twenty minutes a manager spends reconstructing yesterday from three screens.
Ask for analysis on a single deal, contact or listing and get a grounded read on where it stands, what has stalled and what to do next — based on the actual interaction history rather than a template.
Pipeline by stage and value, agent performance, lead source return, conversion at each step. Live rather than exported, so a Monday meeting runs off the current state instead of a spreadsheet built on Friday.
See which portals, campaigns and referral sources produce leads that actually close, not just leads that arrive. This is how portal spend gets decided with evidence rather than habit.
Activity, response time, viewings, conversion and commission per agent, visible to managers with the permission to see it. Useful for coaching, and for spotting the agent quietly carrying the team.
Turn your biggest challenges into competitive advantages
Agents work the newest lead, not the best one
Scoring ranks the list by likelihood using your own qualification rules.
Reports nobody has time to build
Dashboards are live and the daily brief is generated automatically.
Deals die quietly with no warning
Per-record analysis flags stalling before the deal is unrecoverable.
Portal spend decided on gut feel
Source reporting ties spend to closed business, not just enquiry volume.
Every agency has more leads than it can work properly, and the ones that get worked are usually the most recent rather than the most likely. Scoring fixes the ordering. Every lead, contact and opportunity is scored against rules you set — budget fit, engagement, how recently they opened a listing you sent, how far through the pipeline they are — so the list an agent opens in the morning is ranked by who is worth a call rather than by date added. On top of that sits analysis: a daily brief on what moved, weekly trends, and per-record insight that flags a deal going quiet before it dies.
Scoring is rule-based and configurable per module, so it reflects how your business actually qualifies rather than a vendor's idea of a good lead. Insights are AI-generated summaries over your own data — per record, per module and across the pipeline — and they run automatically rather than waiting for someone to build a dashboard. Reporting covers the standard operational questions: pipeline by stage, agent performance, lead source return, and conversion at each step.
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