For estate agents: capture valuation leads into CRM instantly

Sales reps miss valuation inquiries when emails pile up in shared inboxes, costing showings and commission. Route valuation leads to the right branch and CRM so reps start follow-up.

Overview

Valuation enquiries get missed when inboxes pile up, and missed valuations cost showings and commission. This workflow captures and routes every valuation lead into your CRM and branch intake, delivering prioritized, contextual leads to the right rep. Customers report faster response times and cleaner pipeline records, helping protect listings and conversions.

Notable Features

Capture leads from valuation emails
Route leads to correct branch
Create CRM contacts and deals