Every Lead Has an Owner
Routing by source, area or agent, with a next action attached.
Industries Real Estate
Website and CRM Setup for Real Estate
Leads with no owner and no next action, and no way to say which source produced the last closing.
What You Get
Three Things That Change
The Site Writes to the Database
Enquiries and valuation requests land on the contact record, not in an email.
Source Attribution That Holds Up
Know whether the portal, the referral or the profile produced the closing.
Why Now
The CRM Is Full. That Is Not the Same as Working.
You probably own the right software already. Leads just land nowhere, and follow-up depends on who remembers.
What We Find
The Same Four Things, Almost Every Time
Speed to Lead Is Measured in Days
A 9pm enquiry answered on Thursday, after three other agents called.
IDX and CRM, Strangers
The IDX site and the CRM never talk: search on one system, follow-up on another, copied across by hand.
Stale Records Nobody Trusts
Years of duplicates, so people work from memory instead.
Agent Turnover Breaks the Routing
Rules built around people stop working when the roster changes.
How We Fix It
The Work, In Order
- Lead routing built on rules rather than individuals, so roster changes do not break it
- Website and IDX wired to write directly onto the contact record
- Automated first response measured in minutes, with a human follow-up task attached
- Stage definitions everyone agrees on, so the pipeline means the same thing to everybody
- Deduplication and a documented data standard for new records
- Source tracking on every lead, reported monthly
- Review requests after every closing, routed through a hub
Tools InvolvedFollowUpBoss IDX providers HubSpot Make Review automation
Configurations
Set Up on Your Platform
The same business, set up on FollowUpBoss, HubSpot or Brevo. Pick yours to see the setup and the price.
FollowUpBoss
For the agent or team whose CRM is full and nobody owns anything. FollowUpBoss with assignment rules and action plans that actually fire.
See the FollowUpBoss SetupHubSpot
For the brokerage that wants one record across agents, marketing and reporting, with the pipeline built to how it actually closes.
See the HubSpot SetupBrevo
For the solo agent starting from nothing: a form that becomes a contact, a follow-up sequence, and the review request, at almost no cost.
See the Brevo SetupMost Enquiries Are Lost Before Anyone Speaks to Them
Response time is the single largest lever in the funnel, and it is almost entirely a systems problem rather than an effort problem.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.