Lead and enquiry follow-up is the critical first step in converting prospects into clients. Manual logging, duplicate checking, and inconsistent follow-up sequences waste hours each week and cause qualified leads to slip through the cracks.
Automation captures every inquiry, deduplicates contacts instantly, qualifies leads by intent, and sends personalised first-touch emails within minutes. Follow-up reminders trigger automatically, ensuring no prospect is forgotten.
The full workflow, from trigger to completion.
Inquiry arrives via email, web form, or phone. The automation platform detects the new message and extracts contact details and property interest.
Contact record is created or updated automatically with name, email, phone, and inquiry details. Duplicates are detected and merged.
The automation reads the inquiry and scores the prospect on likelihood to buy, budget range, and timeline. Unqualified leads are flagged for manual review.
If the lead scores above the threshold, proceed to auto-send. If below, route to a sales for manual review.
A templated but personalised first-touch email is sent automatically, referencing the prospect's property interest and inquiry details.
A follow-up task is created automatically for 3 days later, assigned to the sales responsible for the territory or property type.
Sales team receives a notification with the prospect's details, qualification score, and next follow-up date so they stay informed.
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