Solution 01 / What we can build
Enquiries, viewings & follow-up
Connect the first expression of interest to a structured follow-up process.
- 01
A shared enquiry record
Capture website forms and supported channel feeds with the property reference, contact preferences and original message. Identify potential duplicates before creating another disconnected record.
- 02
Viewing coordination
Match viewing requests to agent availability and property access arrangements. Send confirmations and change notices, with a clear route back to a person when plans change.
- 03
Follow-up ownership
Assign enquiries, schedule next actions and keep viewing feedback together. Highlight conversations that have no next step so opportunities do not disappear between agents.
An example in practice
An agency could turn a property enquiry into an assigned call, an agreed viewing and a follow-up task in one connected record.
Designed to support: A clearer route from enquiry to the next conversation.







