Turn viewing notes into clear, reviewable client follow-up.
AI workflow for estate agency teamsAfter every viewing,
After every viewing,
make the next step clear.
Turn scattered viewing notes into client context, next actions and agent-reviewed follow-up drafts. Start with one high-frequency action, then connect team collaboration and transaction workflows.
Local demonstration only: no client data is sent. Production use requires a protected enterprise backend.
Core value
Start with the 10 minutes after a viewing.
Keep budget, preferences, viewed homes and commitments together.
Give managers visibility over overdue actions, adoption and risk.
Safe local demo
See whether the output structure suits your team.
Client follow-up draft
Complete the fields on the left to create an example.
Real CRM case · anonymised
One case record, from rental search to a future owner-occupation plan.
This example shows how calls, WhatsApp messages and viewing notes become a search brief, completion tasks and a long-term relationship plan.
Household & timing3 adults + 1 child
Move-in: late July to 1 August
Move-in: late July to 1 August
Budget & layoutHK$20,000–25,000 / month
Two bedrooms first; three if within budget
Two bedrooms first; three if within budget
Location priorityLake Silver first
Double Cove as an alternative
Double Cove as an alternative
Screening prioritiesWood flooring; terrace / garden preferred
Unfurnished is acceptable; pet is optional
Unfurnished is acceptable; pet is optional
01 · Confirm
Capture household size, school deadline, pet flexibility, proof of income and tenant profile.
02 · Shortlist
Screen Lake Silver first, then compare Double Cove; rank two-bed, three-bed and special units separately.
03 · Complete
Create completion tasks after agreement: inspection issues, repairs, pre-move confirmation and move-in care.
04 · Nurture
After the short-term rental, follow up a future three-bedroom owner-occupation plan as the family evolves.
Case alert: school starts in mid-August. Move-in date, property condition and landlord responses should all have due-dated follow-up tasks.
Names, employers and unit identifiers are removed from this public example. Production use requires role-based access, access logs and data-retention rules.
Team pilot
Apply for a team pilot
We first learn about team size, current workflow and the follow-up scenario that matters most.