Industries
How Real Estate Teams Manage Property Enquiries
The enquiry-to-site-visit workflow, and where deals leak.
Property enquiries are time-sensitive and come from several places at once — your site, portals, ads and walk-ins. The teams that convert are the ones that route and follow up fastest.
From enquiry to site visit
- Enquiry arrives with the property or project of interest
- It becomes a lead with its source and budget recorded
- An agent is assigned immediately
- The agent follows up to qualify and book a viewing
- The site visit happens and the outcome is logged
- Follow-up continues until an offer or a clear no
Assign every enquiry to an agent
An enquiry sitting in a shared inbox for an hour is often a lost enquiry. Route each one to an agent the moment it lands, by area, project or rotation.
Follow up until the site visit
Booking a viewing usually takes several contacts. Keep a scheduled next step on every enquiry and the full conversation on the record so any agent can pick it up.
Track which listings and channels convert
Record which property and which channel each enquiry came from. Over a few months this tells you where to spend your marketing and which listings need repositioning.
Do it in AliveCRM
The property enquiry workflow, built in
AliveCRM captures enquiries, assigns an agent, and keeps the follow-up on track through to the site visit.
- Enquiry capture from web and campaigns
- Agent assignment per enquiry
- Follow-up reminders and history
Rahul Sharma
Example Technologies
Stop Losing Leads. Start Managing Them.
Capture every opportunity, give your team the right information and follow up at the right time.