Enquiry capture
Website and portal enquiry forms that record purchase or rental, budget, location, bedrooms and timeline before an agent gets involved.
INTEGRATIONS & AUTOMATION FOR REAL ESTATE
Turn property enquiries into booked viewings.
We connect your website, property portals, WhatsApp Business API and CRM so every property enquiry is recorded, assigned to the right agent and followed up on time.
Enquiries arrive faster than agents can sort them.
A listing goes live and the messages start: is it still available, what is the price, can I view on Saturday? They arrive from your website, social pages, property portals and WhatsApp, often outside working hours.
Serious buyers wait behind casual browsers, and details live in personal chats instead of your CRM. When a follow-up is missed, nobody notices.
The fix is not another inbox. It is a clear path from the first enquiry to a recorded lead, an assigned agent and a booked viewing.
THE WORKFLOW
From first enquiry to viewing.
An illustrative workflow, not a claim about a completed client project. Your version is designed around your team, tools and customers.
WHAT HAPPENS NEXT
01
An enquiry arrives from your website, a property portal or your WhatsApp Business number.
02
Website enquiries capture whether the client is buying or renting, their budget, preferred areas and timing.
03
The lead is created in your CRM with every detail and its source attached.
04
The right agent is assigned and notified, and replies to WhatsApp messages from a shared team inbox.
05
Matching listings are pulled from your property list for the agent to share.
06
A viewing is booked in the agent’s calendar, and the client can receive a WhatsApp confirmation and reminder.
07
If a lead goes quiet, the agent gets a follow-up task at the interval you choose.
WHAT WE BUILD
The pieces behind the conversation.
We agree the scope with you first. Most projects start with two or three of these and grow from there.
Listing lookup
Matching properties drawn from your current list, whether it lives in a CRM, a spreadsheet or your website.
CRM lead capture
Every enquiry saved as a lead with its source and details, so nothing depends on one agent’s phone.
Agent routing
Leads assigned by area, property type or availability, with a notification that includes the enquiry details.
Viewing bookings
Viewing slots connected to your calendar, with confirmations and reminders for client and agent.
WhatsApp Business API
Number onboarding, a shared team inbox, and optional notifications using Meta-approved templates that respect opt-outs.
Tools we can connect
Available connections depend on your subscriptions and the access each platform provides. These are integration examples, not partnership or certification claims.
COMMON QUESTIONS
Before we get started.
We don’t have a CRM. Can this still work?
Yes. Many agencies start with a shared Google Sheet as the lead list. We can connect a CRM later without changing how enquiries come in.
Where does the property information come from?
From the list you already maintain. We check how your listings are stored and agree how they stay up to date, so agents never offer a property that has gone.
Can agents still talk to clients directly?
Yes. Agents reply themselves, from a shared WhatsApp inbox or their CRM. The integration handles the admin: recording the lead, assigning it and reminding the agent to follow up.
Can it handle enquiries from Facebook and Instagram ads?
Ads that open a WhatsApp chat land in the same team inbox, and the lead can be tagged with the campaign it came from. We confirm the details against your ad setup during scoping.
OTHER INDUSTRIES
AUTOMATION OPPORTUNITY AUDITWhat would you like
Book an automation auditWhat would you like
to take off your plate?
Book a 30-minute workflow review. We’ll identify one to three processes worth automating and show how we’d connect your tools.