Realtors capture relocation leads and prioritize follow-up

Realtors miss relocation prospects when guide submissions sit unlogged, risking commissions and giving competitors first contact. Tagged leads and alerts ensure follow-up within minutes.

Overview

Relocation leads get lost when guide downloads aren't recorded, which costs commissions and hands first contact to competitors. This workflow captures each respondent as a tagged lead, logs preferences, and alerts the realtor so follow-up happens within minutes and no qualified prospect is missed.

Notable Features

Create and tag CRM leads
Capture preference notes on profile
Send internal lead alerts instantly