Valuation requests and viewing enquiries arrive all day. A prompt, helpful reply and a clean log make sure each one reaches the right person.
Website valuation requests and general enquiries are a good start. Each one gets a prompt reply from your own email asking for the postcode, whether they are selling or letting and preferred times, while the right negotiator gets an alert and the lead is logged in a shared sheet with a reply clock.
Portal lead emails can often be logged and alerted in the same way as other lead-platform alerts, but every portal formats its emails differently. Formats are confirmed on your first real leads before anything is promised. Where your CRM already handles portal leads well, it is left alone and the automation only fills the gaps.
It depends on the CRM. Many accept leads by email or have an import, and some offer an API. The first step is checking what yours supports and keeping your CRM as the main record. If a connection would need a paid add-on, the cost is shown before you decide anything.
A good first reply thanks the person, says when a human will be in touch and asks only for what is still missing. For estate & letting agents, that usually means:
OpenAtoZ · AI automationOne repetitive task automated properly, in tools you already own, then handed over with written notes.
OpenAtoZ · Lead generationLead-platform alerts starred, labelled and logged with their arrival time, so a new lead never sits unseen in your inbox.
OpenAtoZ · WebsitesAnswers common questions from your own approved FAQ and collects the visitor’s name and number into a sheet you own.
OpenAtoZ · AI automationDaily sales, low-stock or weekly enquiry summaries delivered automatically, so you stop building the same spreadsheet every Monday.
Describe the job in a few lines. You get a fixed-price scope, or an honest “not for me”.
Website valuation requests and general enquiries are a good start. Each one gets a prompt reply from your own email asking for the postcode, whether they are selling or letting and preferred times, while the right negotiator gets an alert and the lead is logged in a shared sheet with a reply clock.
Portal lead emails can often be logged and alerted in the same way as other lead-platform alerts, but every portal formats its emails differently. Formats are confirmed on your first real leads before anything is promised. Where your CRM already handles portal leads well, it is left alone and the automation only fills the gaps.
It depends on the CRM. Many accept leads by email or have an import, and some offer an API. The first step is checking what yours supports and keeping your CRM as the main record. If a connection would need a paid add-on, the cost is shown before you decide anything.
No. Marketing needs the right consent; I do not send it.
Fixed quote after scoping.