Where it goes wrong today
- Portal leads arrive by email, website leads somewhere else, and WhatsApp chats live on agents' phones.
- When an agent leaves, their clients and conversation history leave too.
- Nobody can say how fast your team replies to a new enquiry.
- Viewings are booked by phone ping-pong.
- You pay for portal listings but can't see which ones bring deals.
Why it's worth fixing
In a Harvard Business Review audit of 2,241 US companies, only 37% replied to a web enquiry within an hour. In property, the buyer or tenant often books with whoever answers first.
A lead that sits in one agent's inbox or phone is a cost you've already paid for in portal fees.
Four steps, built around your tools
Pull every source in
Leads from portals, your website and WhatsApp Business flow into one pipeline, using each portal's lead export, API or email alerts.
Merge and assign
Duplicates are merged by phone and email. Each lead goes to the right agent in seconds, by area, listing or rota.
Reply and book
The enquirer gets an instant acknowledgement, and can request a viewing time that won't clash.
Manage and measure
Managers see every lead without a reply, and which portals and listings bring viewings and deals.
What you get
The agency keeps the client
Every conversation is logged against the client, not an agent's phone.
Faster replies
New leads are acknowledged instantly and flagged until someone responds.
Fewer wasted calls
Viewing requests and confirmations happen without the back-and-forth.
Know your portal ROI
See enquiries, viewings and deals by portal and listing.
Connects to what you already use
USA
UK & London
UAE
CRMs
Connections use each platform's official exports, APIs or notifications, confirmed for your accounts during the free review.
Related work you can check
Before you ask
Do the portals allow this?
Each portal has its own lead delivery options (email alerts, exports or an API). I use only the methods your portal accounts permit and confirm them during the free review.
Can agents keep using WhatsApp?
Yes. With WhatsApp Business, conversations can be logged to the client record so the agency keeps the history.
Do I need a new CRM?
No. I connect to the CRM you already use if it has an API, or set up a simple one for smaller teams.
Do you work with agencies outside these markets?
Yes. The USA, UK and UAE are where I focus, but the same system works wherever leads come from portals and messaging.
How is it priced?
Fixed price, agreed up front, based on the number of lead sources and offices. Optional monthly care covers portal changes and monitoring.