Property enquiry to booked viewing
Every enquiry gets a fast reply, a booked viewing, and a CRM record for the agent.
How it works · Property enquiry to booked viewing
STEP BY STEP
In
- Email inbox
WhatsApp- Website form
- 1
Capture01
Enquiry linked to the listing
Listing #214
- 2
Qualify02
Budget, timing, and needs asked
Qualified
- 3
Book03
Viewing slots offered and booked
Sat 11:00
- 4
Confirm04
Agent confirms the viewing
Confirmed
Human checkpoint
Out
- Booking request
- CRM record
- Follow-up task
How it works
01
The problem
Listing enquiries arrive from portals, email, and WhatsApp, and viewings take days to arrange.
Step by step
- 01Capture. Enquiry linked to the listing.
- 02Qualify. Budget, timing, and needs asked.
- 03Book. Viewing slots offered and booked.
- 04Confirm. Agent confirms the viewing.Human checkpoint
Tools and control
02
Connects
WhatsApp Business
Gmail
Google Calendar
HubSpot
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Confirm" step. Everything else runs on rules you agree, with every run logged.
More in Sales and CRM
03
Sales and CRM
Lead capture to CRM
Every enquiry becomes a complete CRM record with an owner and a next step.
See the workflowSales and CRM
Lead enrichment and scoring
New leads arrive enriched and scored, so reps prioritise the best fits first.
See the workflowSales and CRM
AI follow-up drafts
Stalled deals get a timely, personal follow-up drafted for the owner to send.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.