PROPERTY
Real estate CRM — appraisals, listings and buyers
Appraisal leads rung inside the hour, listings reported weekly whether or not there is news, and under-bidders who become next month's buyers.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“An appraisal lead came in and was rung back the next afternoon, by which time someone else had booked it.”
- 02
“A listing went stale because the price conversation happened at week eight instead of week three.”
- 03
“Six people came through an open home, three were serious, and nobody rang any of them.”
THE SYSTEM
The real estate system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Appraisals & Leads
- Listings — Launch to Settled
- Buyers
3 forms
- What is your place worth?
- Buyer registration
- How did we do?
2 booking links
- Book an appraisal (45 min)
- A conversation about selling (30 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to same-hour callback
- appraisal booked prompts the title, rates and comparables pull
- appraisal follow-up
- won opens the listing board and books the photographer task
THE INSIGHT
“A property gets its best buyers in the first three weeks, and they do not come back when the price is adjusted later. The week-three price conversation is a stage task with the feedback attached, because an agent who will not have that conversation early is not doing the vendor a kindness. **CTA** · See how a salesperson runs on it **Meta** · *Real Estate CRM Software for NZ Agents | Penguin Pilot* — Ring appraisal leads inside the hour, report weekly, and have the price conversation at week three instead of week eight. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES