For real estate CEOs: Never miss referral-sale alerts

Project managers miss referral-sale emails, causing lost commission attribution and delayed outreach. Routes referral alerts to sales channel with context so reps prioritize outreach.

Overview

Referral notifications buried in email cost commissions and slow outreach. This workflow delivers every referral-sale alert into your sales channel with the context reps need to act, eliminating missed follow-ups and clarifying referral attribution. Leadership gets faster handoffs between project management and sales and a reliable record of who to prioritize.

Notable Features

Post referral alerts to sales channel
Extract referral details from email
Flag referred leads in CRM