Lead Sources
IDX and portal leads as records with the source
Real Estate · Brevo
Brevo Setup for Real Estate Teams
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.
At a Glance
- Platform
- Brevo
- Build
- Starter, $3,000
- Built In
- About Four Weeks
- First Engagement
- $7,750
The Stack
What Runs Where
Eight 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
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 CRM Build and each connection.
The CRM Build, Starter$3,000
About four weeks. CRM only, never discounted.
The Website$2,500
$1,500 with Growth and up. Designed for your trade, live in about two weeks.
Typical first engagement$7,750
$6,750 with Growth and up. The website, this Build and the connections above.
Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with Brevo or any platform named here.
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.