Real Estate Sales Platform
Built for a real estate agency, this platform runs their deal pipeline, leads and listings with an AI advisor that surfaces what needs attention every day.
Real Estate Sales Platform dashboard.
A manager only finds out where deals stand by checking in with each agent.
Agents run their pipeline out of notebooks, group chats and personal spreadsheets, so nothing rolls up on its own. Leads get followed up inconsistently, and a listing is only as current as whoever last touched it.
Deals fall through the cracks
Without a shared pipeline, follow-ups slip and deals stall between stages with no one noticing.
Leads go cold
What a buyer or seller is actually looking for lives in an agent's head, not a record, so matches get missed.
Performance is anecdotal
Without shared data, no one can say which agents or listings are actually converting.
Every deal, lead and listing, in one place.
Six connected modules keep the whole agency's pipeline, portfolio and performance visible in real time.
Deal Pipeline
Track every deal through each stage from first contact to closing.
Leads & Clients
Every buyer and seller with their requirements and history in one record.
Listings Management
Manage every listing — status, media and details — in one searchable portfolio.
Sales Analytics
Track performance, conversion and revenue by agent, team and listing.
AI Advisor
Daily and weekly recommendations generated from pipeline, lead and listing data.
Reporting
Leadership dashboards covering pipeline health, agent performance and forecast.
From lead to closed deal.
Capture lead
New enquiries land with source, requirements and context attached.
Match & pipeline
Leads are matched to listings and tracked through deal stages.
Negotiate
Viewings, offers and follow-ups are logged against the deal.
Close
Deals close with documents and commission tracked automatically.
Review
The AI advisor flags what needs attention for the week ahead.
What a data-driven agency looks like.
Deals are tracked in notebooks and group chats.
One shared pipeline, every stage visible to everyone.
A manager checks in with each agent to get a status update.
A manager sees deal and agent status in real time.
A lead's requirements live in an agent's memory.
Every lead's requirements sit on one searchable record.
A manager reviews performance once a month, from memory.
The AI advisor flags what needs attention, every day.
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View SolutionGive your agency one system to sell from.
We will build and customise a version of this shaped around how your business actually runs. Let's map it together on a discovery call.