From listing to viewing, with the context already collected.
The same property receives enquiries through portals, email and phone. We help the team find the right reference, prepare a reply and follow the next step.
Tell us about your processExplore a possible first workflowAn example to adapt to your work. We consider SMEs across all sectors, in Italy and Europe.
A viewing request that does not start from scratch
Someone asks about a listing and suggests two times. The agent needs to check that the property is still available and coordinate access.
Link the listing and contact
We prepare a record with the property reference, question and stated preferences. A withdrawn listing is flagged instead of receiving a standard reply.
Agree the viewing
The system prepares options from accessible calendars. The agent confirms access and availability with the parties before finalising the appointment.
Continue the conversation
After the visit, a note and follow-up task remain linked to the property. The checklist shows documents still to be reviewed, without certifying them.
This workflow describes a possible project, not a customer case study or a result already achieved.
The things to establish first.
- A property database with current references and statuses.
- CRM, calendars and communication rules for owners and enquirers.
- Document checklists defined by the agency and professionals involved.
A workflow we can verify.
One portal or inbox, from enquiry to an agreed viewing. Use the person’s stated preferences, without creating automatic scores for prospective buyers or tenants.
What we measure together
- Enquiries correctly linked to a property and responsible agent.
- Viewings to arrange with no next action assigned.
The work continues. So does the care.
We monitor changing portal formats, duplicate listings and synchronisation. Replies and rules are updated when a property changes status, while negotiations retain a direct path to the agent.
How we work togetherBefore we start.
Does it verify property documents?
It can show what has arrived and what is missing from a checklist. Validity, compliance and interpretation of those documents require the relevant professionals.
Can it send similar properties?
We can assess a workflow based on stated preferences and the applicable communication rules. A single viewing request does not trigger indiscriminate promotional messages.
Which step would you like to make easier?
A description and a contact address are enough. You can add tools, volumes and constraints in the form if you wish.