Capture property portal call leads for real estate agents

Sales reps at real estate agencies miss portal call notifications, risking lost showings and commissions. Capture those calls as CRM leads and assign reps so follow-ups happen quickly.

Overview

Missed portal calls cost showings and commissions when sales reps aren't notified. This workflow captures every property portal call as a CRM lead and assigns it to a rep, eliminating missed follow-ups and enabling faster first contact. Teams report response times drop dramatically and more qualified conversations enter the pipeline.

Notable Features

Create CRM lead from calls
Assign leads to on-call reps
Alert sales reps of inquiries