Custom projects · assessment and pilot
Assign agency leads, match verified listings and keep viewings and callbacks visible across the sales team.
Property enquiries can lose momentum when several agents handle the same lead or work from different inventory lists. ALGONLP can assess a real-estate CRM that connects lead ownership, verified availability, viewing records and callbacks. The aim is a dependable team workflow, with agents confirming listing facts and commercial details before anything reaches a buyer.
Workflow comparison
Illustrative comparisons for a scoped implementation. The proposed workflow depends on agreed processes, supported integrations and staff use.
Illustrative example
Illustrative example: a buyer enquiry arrives from a permitted channel and is assigned to an agent. A likely duplicate is reviewed rather than silently merged. The agent confirms listing availability, arranges a viewing and records feedback. The next callback remains assigned, while any offer or sensitive-document check follows its separate authorised process.
Record source, contact preference and stated requirements. Flag likely duplicates for staff review without silently merging unrelated people.
Apply agreed territory or team rules and create a first-contact task. Escalate unowned or overdue enquiries.
Record authorised listings, current price, availability and verification date, with a responsible staff member.
Use the buyer’s stated criteria to shortlist current inventory. Agents confirm suitability and listing facts before sharing.
Track confirmed appointments, attendance, feedback and the next callback without treating an enquiry as an agreed offer.
Record the reviewed commercial stage and outstanding tasks. Keep legal, title and required identity checks in their appropriate controlled process.
A pilot may include lead intake, deduplication, assignment, listing verification, viewing status, callback queues and source-to-stage reporting. Portal or advertising connections depend on supported access and the agency’s rights to the data.
This page focuses on property sales teams. Tenant billing, building maintenance and housing-society administration are different operational systems and should be scoped separately.
AI may extract stated requirements and suggest listings from authorised, current inventory. Agents confirm availability, price, title-related information and all offers. No investment return or automated valuation guarantee is offered. Identity and financial documents require a segregated, restricted workflow; they should not be collected through general enquiry forms or ordinary AI prompts.
A good fit is a multi-agent agency with paid or recurring leads, verified inventory and a manager who owns follow-up discipline.
A solo agent may need a configured CRM. A custom project should address a real integration or assignment gap rather than recreate a standard contact list.
Map enquiry sources, agent assignments, listing permissions and the verification process.
Include a duplicate lead, stale listing, reassigned agent and missed viewing or callback.
Train agents, verify stage reporting and add channels only after the core workflow is dependable.
Agree the first release
Review permitted leads, agent ownership, verified listing details and open callbacks without importing identity or financial documents.
Train agents and sales managers on duplicate review, listing freshness and consistent stage reporting. Agree support hours, issue ownership, backups, recovery checks and change-request terms before rollout.
Useful answers
That depends on supported access and permission for each source. We define identifiers and duplicate-review rules before connecting channels.
Assign verification ownership and review dates, then flag overdue records. Software cannot guarantee availability unless staff or an authoritative source keeps it current.
Source-to-stage reporting can be scoped using consistent attribution and stage definitions. Enquiries, qualified viewings and completed sales should remain separate measures.
It can track that a controlled review is outstanding or complete. Legal decisions and sensitive-document handling need an explicitly agreed specialist process.
Agents, enquiry channels, inventory sources, assignment rules, historical records and reporting requirements drive the estimate. Portal access, communication services and ongoing support are separately scoped.
We set a phased schedule after discovery and access checks, rather than promise a date before scope is known. A rollout date depends on listing verification ownership, authorised channel access and tested lead-reassignment and viewing workflows. Start with the agreed pilot and expand after sign-off.
Discuss a focused first step
Tell us how agents receive enquiries and verify listings. Begin with a workflow description or redacted examples, without identity or financial documents.
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