Real estate co-founders: capture client contact records fast

Co-founders see fact-find forms buried, causing onboarding gaps and lost commissions. It routes submissions into the contact database so sales and ops start onboarding with accurate client details.

Overview

Missed or buried client fact‑finds create onboarding gaps that eat into commissions for real estate co-founders. This workflow captures every submission into your contact database and triggers onboarding tasks so sales and ops hand off clean, accurate records and avoid lost follow-ups. Customers report faster handoffs and zero missed follow-ups after implementing similar routing.

Notable Features

Create contact records from forms
Look up and update duplicates
Notify sales and ops of leads