DEVFUNNELS / Estate agents

Lead follow-up automation for estate agents

Give every enquiry a clear next step and a person responsible for it.

DevFunnels builds lead follow-up workflows for estate agents and property businesses. Connect enquiries, appointment steps and CRM updates so prospective buyers, sellers, landlords and tenants receive follow-up that fits their situation.

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EXAMPLE WORKFLOWS

Keep enquiries moving without losing the personal service

Route a new property enquiry

Capture an enquiry from an agreed source, check for an existing record and assign it to the right person. Acknowledge the request accurately and create a staff task where a reply needs judgement.

Keep appointment details clear

Use confirmed viewing or valuation details to send appropriate reminders. Rescheduling and cancellation should update the workflow, so someone does not receive a reminder for an appointment that no longer exists.

Follow up after a viewing

Record whether the viewing happened and prompt the next conversation. Capture feedback, update the CRM stage and pause automated messages when an agent takes over or the prospect replies.

These are proposed workflow examples. The build, timing and integrations are agreed around your business.

Your tools.
A connected process.

We begin with your current CRM, enquiry sources, calendars and communication channels. Access to a portal or CRM is assessed before any integration is promised. Lead ownership, duplicate handling, contact preferences and up-to-date appointment status are part of the scope.

See the build and support process

What we measure

Time to first appropriate response
Enquiries assigned to an agent
Viewings or valuations arranged
Completed follow-up tasks
Lead stage changes and opt-outs

We agree the baseline and reporting before launch. Results depend on your business, data and implementation.

A PRACTICAL STARTING POINT

Start with one useful workflow.

Choose one enquiry source and one next step, such as arranging a viewing. Agree how duplicate contacts are handled and when staff take over. Test cancellations, replies and incorrect data as well as the straightforward path before launch.

You get a custom tracking system, SOPs and the opportunity to request tailored video guidance. Investment varies depending on business needs.

Read Marcus’s previous marketing client feedback

Estate agents: common questions

Does this replace our estate agency CRM?

The aim is to improve the workflow around your existing tools where feasible. We assess integration options first and explain any additional software in the proposal.

Can you connect property portals?

Only where suitable, authorised integration access is available. We do not promise access to a particular portal or platform before checking it.

Will an automation make decisions about applicants?

The examples here cover administration and follow-up. Decisions that require professional judgement remain with your team.

EXPLORE YOUR INDUSTRY

Let’s look at your follow-up.

Tell Marcus about your team, your tools and the next step that keeps getting missed.