Automations for real estate agenciesSet the rule once, stop doing it by hand.

Rules that run the follow-up you'd otherwise forget

Most of what falls through the cracks in an agency isn't complicated, it's just easy to forget: the email that should go out when a listing matches a buyer, the task that should exist after a viewing, the reminder three days after a call nobody answered. Automations exist for exactly that kind of thing.

A rule has three parts: a trigger (something happened), an optional condition (only when this is also true), and an action (do this). No code, just picking from what already exists in your CRM, property types, deal stages, contact fields.

Chain actions into a sequence with delays between them, so a rule can send a thank-you email right after a viewing, then a follow-up three days later, then a task for a call after a week, all from one rule you set up once.

• Trigger, condition, action, no code
• Triggers on property, contact and deal events
• Conditions to target the right cases
• Actions: email, task, notification, stage change
• Multi-step sequences with delays between them
• Ready-made templates for common follow-up situations