Scenario · Real estate
A new contact shouldn't go cold in an inbox.
A scenario focused on the first response to an interested contact and its follow-up, not on managing the property portfolio.
An interested contact writes from a portal, a form, or WhatsApp. The longer the first response takes, the colder they arrive at the next conversation.
How it's solved
Interested contact writes
SALES responds
Asks the necessary questions
Classifies interest
Updates the CRM
Schedules a visit and notifies
What it can do in this scenario
Respond to the contact as soon as it arrives, whatever the channel
Ask the questions a sales rep would ask at the start
Classify interest based on the answers
Log everything in the CRM you already use
Schedule a visit when appropriate
SystemThe contact asks to speak with a person, or the situation isn't standardHuman handoff
What if it needs a person?
We define when it can act and when it must hand the conversation or task over to your team. How it's decided.
What changes
Before
Interested contacts waiting hours — sometimes days — for their first response.
After
A system that responds, asks what's needed, and logs everything before the sales rep has to step in.