For real estate, insurance and dealerships
In sales, whoever answers first leaves with the client. The rest of the conversation only matters after that.
What changes
- What happens now
Inquiries come from five places at once
A listing, the website form, Facebook, the phone, referrals. Each channel has its own inbox, and some aren't checked daily.
What it looks like afterInquiries from every channel, in one thread
Phone, WhatsApp, form and listings portal land in the same place, with the source marked. The CRM is good once the inquiry is in; the problem is getting it there.
- What happens now
A client who came through a platform belongs to the platform
The relationship goes through an intermediary, and the contact stays theirs. A year later, when you'd like to call them, you have no way to.
What it looks like afterTheir details stay with you
We build the part that leaves the client with you, not with the platform. Nobody in your vertical has an interest in solving this.
- What happens now
Warm leads go cold in silence
You spoke to someone two weeks ago, and they seemed interested. You didn't call again, they didn't call you. Nobody closed the conversation, it just faded out.
What it looks like afterFollow-ups stay with your CRM
Automatic follow-up is a standard CRM feature and we won't sell it to you twice. What we change is what goes into it: if the inquiry never gets in, there's no one to remind.
- What happens now
You don't know which channel brings in money
You invest in promotion without knowing where the clients who actually sign come from, so the budget decision is a guess.
What it looks like afterEvery inquiry comes with its source attached
You see how many inquiries each channel brought in and how many turned into contracts. The next budget is decided from a number, not an impression.
- What happens now
When something breaks, you open a ticket
A form, a reply in two days, from someone who has never seen how you work.
What it looks like afterSomeone who knows your setup, keeping it running
A person who knows how you work, not a subscription with support through a form.
The examples above describe what we typically build for this category, based on the niche's common problems. They are not guaranteed results: the configuration and its effect depend on your business and are agreed at the 30 minute audit.
What you keep from your current setup
If you already work with a system
Your CRM and your listings portal stay where they are. What's in them works. We take care of the path that leads there, and of whatever belongs to the platform instead of to you.
If you don't have anything yet
If you keep inquiries in a notebook or a chat, we won't ask you to move to a CRM. We just set up the one place where nothing gets lost anymore.
What people in the industry ask us
We sell by phone, not online. Does this apply?
Yes, and it often shows even more there. Missed calls and calls never returned are the most common loss in phone sales, and they don't appear in any statistics — nobody counts the calls they didn't return.
We already have a CRM, but nobody fills it in.
Then the problem isn't the tool, and a second one won't fix it. It gets fixed by making the filling-in automatic: the lead comes in on its own, with its source, and the stage changes based on what happens. Only what can't be inferred stays manual — notes and decisions.
How do I find out where the clients who actually buy come from?
Every inquiry comes in with its source marked automatically, and the source stays attached to it until signing. At the end of the month you see how many came in on each channel and how many closed, not just how many messages you received.
My team doesn't want to learn yet another app.
Fair enough, and that's why we don't add one. They keep working in what they already use — phone, WhatsApp, email — and the system sits underneath. If someone has to learn a new screen for it to work, we built it badly.
Sales & transactions