Leads and viewings
Broker, agent
- Take an enquiry, qualify it, and book the viewing
- Answer the repeat questions about a listing without waiting for an agent
- Follow up after the viewing and log the answer
← All industries
Industries
Real estate
For brokerages and agents selling and letting. Intake, qualification and the follow up that gets forgotten.
The jobs we cover
Team and pipeline
Principal, team lead
- Reply in the team group chat only when it is actually needed, not on every message
- Send files and updates into the group without being asked twice
- Report the pipeline each morning
Winning instructions
Business development
- Source prospects, verify them, and send a first approachIn pilot
- Follow up on a schedule and notice when someone repliesIn pilot
- Hold every outbound message for approval until you say otherwiseIn pilot
The base
Every agent starts here
These run the same way whatever the trade. They are the base an industry agent is built on.
Front desk
Whoever answers first
- Take an enquiry, ask the qualifying questions, and book it into the calendar
- Answer the questions customers actually repeat, in your own words
- Recognise who is asking from your own staff list, and refuse instructions from anyone else
- Stay quiet unless it has something worth saying, on your instruction
Money out and in
Owner, bookkeeper
- Produce a quote or an invoice in your own format, from a conversation
- Send it from your own address, with attachments
- Pull the bank and card feed into one ledger
- Chase what is unpaid on a schedule you set
The admin nobody has time for
Owner, office
- Check a document for what is actually wrong with it, including the layout
- Drive a real browser on a real desktop for the portal that has no integration
- Send a morning brief and an end of day summary
- Run overnight and report what happened by the time you open
- Build the owner's day and protect the time that mattersIn pilot
- Source prospects, verify them, and send a first approach held for your approvalIn pilot
Channels
It works where you already work
No new app to open, no dashboard to learn. The agent lives in the tools your team already has open.
WhatsAppTelegramDiscordEmailWeb chat on your own siteSMSIn pilotPhone callsExploring
By industry
A page for each one
The same catalogue, split out so you can read only yours.
Do not see your exact job?
Most of what is listed here started as one owner asking for one thing. Tell us the job and we will scope it properly.