Tracking & Managing Enquiries: Mastering Your Deal Flow
In a fast-moving, collaborative real estate market, tracking every enquiry is your strategic advantage. The PropertyList infrastructure provides a comprehensive Smart CRM designed to manage and monitor every lead, ensuring no opportunity slips through the cracks.
Whether you are fielding questions from co-broking agents on the MLS or receiving direct leads from your Branded MicroSite, our platform centralises your communications into one seamless workflow.
Automated Lead Capture & Categorisation
When a new enquiry enters your digital headquarters, the system is engineered for rapid response. All incoming leads are completely automated - the infrastructure instantly captures and saves the lead directly into your Smart CRM without any manual data entry required.
To instantly organise your pipeline, the system automatically categorises and saves each contact based on their specific enquiry, dynamically designating them as a buyer, a long-term renter, or a short-term/holiday renter. Once this automated conversion takes place, the contact's dedicated history timeline immediately begins logging their journey.
History Timelines: Your Strategic Overview
To ensure you always have total clarity on a negotiation, PropertyList employs a powerful dual tracking system. Every action, message, and viewing request is logged automatically into a dedicated history timeline:
- Contact History Timeline: When you open a specific client's profile within your Smart CRM, you can access a complete history timeline of their interactions. This allows you to track exactly which properties they have enquired about, review past communications, and monitor the current status of their interest without hunting through your inbox.
- Property History Timeline: Similarly, every individual property mandate features its own dedicated history timeline. This allows the listing agent to monitor all incoming enquiries, viewing requests, and direct leads associated with that specific asset. It provides a crystal-clear picture of the property's market performance and agent interest at a glance.
Integrated Pipeline and Scheduling
While the history timelines give you a highly detailed, granular view of individual interactions and specific properties, you will need to manage your broader daily operations. To support this, your automatically categorised enquiries sync directly with our advanced organisational tools:
- The Sales Pipeline: Visualise your entire agency's deal flow, move tracked enquiries through different transaction stages, and generate comprehensive progress reports. (Please refer to our dedicated Sales Pipeline - Tracking documentation for a complete guide).
- The Calendar: Manage your daily schedule, log viewing appointments generated from your enquiries, and sync your tasks seamlessly with external apps. (Please refer to our dedicated Calendar documentation for step-by-step setup instructions).
By leveraging these integrated tracking tools, you ensure that every automated enquiry is professionally managed from the initial contact all the way through to a successful closed deal.