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Real Estate · Configuration

Real Estate on Brevo

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.

The Stack

What Runs Where

8 layers, with Brevo holding the record. Everything else is either switched on inside it or connected to it.

Reasoned from the pattern; no real-estate engagement has been delivered yet.

System of record
Brevo
Contacts, a simple deals pipeline, and every email and text sent.
Intake
Forms into Brevo
A form becomes a contact with a source and a list.
Follow-up
Brevo automation
Email and text sequences that run without anyone remembering.
Messaging
Brevo email and SMS
Transactional and marketing messages from one place, priced by volume rather than by seat.
Reviews
Brevo automation
The review request as an automated send when a job is marked done.
Lead sources
IDX, Zillow and portal leads
Every lead arrives as a record with the source, not as an email.
Phone
Aircall or the CRM's own line
Every call and text on the record.
Visibility
Google Business Profile
The profile most agents claimed once and never revisited.

What We Switch On

Inside Brevo

  • Contact attributes and lists that match the business, not the template
  • The follow-up sequence for new enquiries
  • The review request automation
  • A simple pipeline for the jobs in flight
  • Transactional email for confirmations and reminders
  • One report: enquiries, source, and what became of them

What it does not do. Brevo is a messaging platform with a light CRM attached; when quoting, scheduling or job costing are needed the record moves to a platform built for them, which is a day's work at this size.

The Path

One Job, Start to Finish

The lead

Arrives from a portal, the site or a referral as a record with its source.

The first text

Within the minute, from the owner assigned by the rule.

The plan

An action plan by lead type runs until someone answers.

The appointment

On the calendar and on the record.

The closing

The review request, and the past-client plan that keeps the sphere warm.

Connections

What We Wire In

Lead sources

IDX and portal leads as records with the source

Phone line

Calls and texts on the record

Google Business Profile

Reviews answered, the profile kept current

What It Costs

The Starter Build

Your platform holds the customer and just needs configuring properly, so this is the Starter Build.

Every line is priced on its own: the website, the Build and each connection. What each contains is on the Set Up and Connect pages.

The Build, Starter$3,000

Two weeks. CRM only, never discounted.

The Website$3,500

$2,500 on the Growth or Operate Plan. From the template, live in two weeks.

Typical first engagement$8,750

$7,750 on a plan. The website, this Build and the connections above.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with Brevo or any platform named here.

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Eight categories, scored against your three closest competitors. We need nothing from you but your business name — every signal we check is already public.

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