Lead & Enquiry Management

Every inbound lead gets logged, scored, and assigned to the right agent before anyone picks up the phone.

88 hrs

Time saved/month

Companies have mapped

About This Automation

Lead and enquiry management in commercial real estate involves capturing prospect details from multiple channels, manually logging them into a CRM, qualifying each lead, and routing it to the right agent. Manual handling creates delays, inconsistent qualification, and scattered follow-up reminders.

Automation captures enquiries from email and web forms, extracts and structures the data, applies consistent qualification rules, and assigns leads to agents based on specialisation and workload.

Key features

Capture enquiries from email, web forms, and phone messages in a single inbox

Extract prospect name, property type, budget, and location automatically

Apply qualification rules to filter leads by budget threshold and property match

Route qualified leads to the best-fit agent based on specialisation and geography

Send confirmation emails to prospects and assignment alerts to agents instantly

Log all lead activity and source data to the CRM and reporting spreadsheet

How The Automation Works

The full workflow, from trigger to completion.

1. Enquiry receivedtrigger

A new enquiry arrives via email, web form, or phone. The automation platform detects the incoming message and extracts key details.

2. Extract and parse enquiry

The automation reads the enquiry text and extracts prospect name, property type, budget, location, and contact details into structured fields.

3. Qualify lead automatically

The automation checks the extracted data against qualification rules (budget minimum, property type match, location coverage). The lead is marked qualified or unqualified.

4. Create lead

A new contact and lead record is created with all extracted and qualified data, source channel, and timestamp.

5. Assign

The automation selects the best-fit based on specialisation, current workload, and geography, and assigns the lead.

6. Send prospect confirmation

An automated email is sent to the prospect confirming receipt and providing next steps and expected follow-up timeframe.

7. Notify assigned

A message is sent to the assigned with lead summary, qualification status, and a direct link.

8. Create follow-up task

A follow-up task is automatically created with a due date of 24 hours from enquiry receipt, assigned to the automation.

4 reasons to map this process

It's completely free

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You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

There's no obligation to build

45 hrssaved/month

30times mapped

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Frequently asked questions

Everything you need to know before mapping this process.

My process is slightly different from this. Can I customize it?

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

Is this really free?

What do I actually get from the mapping session?

Does this work with the tools my team already uses?

What happens after I map my process?

Do I need to prepare anything before starting?

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Estimated Time Saving

88hrs/month

Process pain:7.8/10

Mapped by:15 Companies

Map this to your business to get your exact numbers.

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