Solterra Homes
02 / 07

Automatic CRM

Follow-up stops depending on anyone's memory.

The problem it solves

Contacts scattered across spreadsheets, inboxes and each agent's phone. Buyers who didn't book the first time and never heard from you again. Contacts who leave when an agent leaves.

What it is

One place for all your contacts and their conversations, built on GoHighLevel. Each person has a record and a stage, and follow-ups go out by themselves across several channels.

How it fits with the rest

It's the centre of the system. It takes in what arrives by WhatsApp, the website and your ads, and it drives the appointments, reminders and weekly report. If you already have a property CRM, we'll look at how it fits your case on the call.

What you get

  1. A CRM set up with your sales stages

  2. A record for each contact, with their history

  3. Automatic multichannel follow-up

  4. Automatic appointments with reminders

  5. An alert to your team when a contact fits

  6. A weekly report: enquiries received, qualified and booked

See how it would fit your agency

Free audit, 30 minutes, no commitment.

Book your free audit