Keep your real estate leads moving.
Reply to new leads in minutes, follow up with your existing database and track each transaction from contract to close.
New inquiry · Zillow
Alex Sample
14 Example Lane
Is this still available? Could we see it Saturday?
- 9:41 pmInquiry received
- 9:43 pmReply sent: “Yes, it is. Saturday works. What time suits you?”
- 9:43 pmRouted to the agent on duty and logged in your CRM
- Inquiry
- Showing
- Under contract
- Closed
Each lead has a clear next step.
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01
Connect the lead sources
Bring Zillow inquiries, website forms and open-house leads into the workflow, using the connections your systems support.
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02
Reply and route
Set up an initial reply day or night, notify the right agent and keep the conversation in your CRM.
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03
Follow up with your database
Re-engage past leads and clients with approved messages, using their history and contact preferences.
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04
Track contract to close
Keep transaction stages, deadlines, documents and task owners visible so your team knows what needs attention.
The workflow fits how your team works.
Does this work with our CRM?
We start with your existing CRM and check its integrations, API access and permissions. We agree what can sync and any limits before building.
What about texting compliance and opt-outs?
Before texts go live, we review consent records, sending rules and approved copy with your brokerage. Opt-outs are recorded and suppressed from further marketing texts.
Can we follow up with old leads?
Yes. We review contact history, consent and opt-outs first, then agree which segments and messages to use. Replies go back to your team.
Who owns the data?
Your brokerage keeps its CRM records and controls access. We agree any additional storage, export and handoff terms in writing before connecting the systems.
How long does setup take?
We set a schedule after checking your CRM, lead sources, data quality and required approvals. You know what goes live first before work starts.
Walk through your lead flow with us.
Bring your CRM, lead sources and the follow-up work your team handles today.