Real estate directors: capture new deals into pipeline fast

Real estate directors miss new deal cards on busy boards, risking showings and commission. Create a deal record for each new customer card so reps start outreach within minutes.

Overview

Missed deal cards directly threaten showings and commission. This workflow captures every new customer card into your deal tracker and routes it to the right rep so outreach begins quickly, reducing missed follow-ups and manual entry.

Notable Features

Create deal records from cards
Notify sales reps of deals
Prioritize hot leads in pipeline