Business owners capture property leads and assign agents

Business owners miss property inquiries hidden in site forms, leaving agents without context. Capture inquiries into CRM and assign agents so follow-up begins with full details.

Business owners capture property leads and assign agents

Overview

Missing property inquiries cost showings and revenue for business owners. This workflow turns website contact forms into complete prospect records, routes them to the right agent, and eliminates unrecorded leads so agents can begin personalized follow-up with full context.

Notable Features

  • Create or update prospect records
  • Log property inquiry as note
  • Assign leads to the right agent

Business owners capture property leads and assign agents