Client follow up automation for real estate brokerages typically starts at $3,500 for foundational setups, increasing with the complexity of your existing CRM, lead sources, and specific follow up sequences. Our projects are fixed price, ensuring you know the exact investment upfront for automating tasks like lead nurturing or post closing check ins. We always begin with a free systems audit to map your current processes and provide a precise quote.
We conduct a thorough review of your brokerage's lead capture methods, current CRM setup, and manual follow up processes for new inquiries and past clients. This audit identifies bottlenecks and opportunities to automate repetitive communication tasks, from initial buyer outreach to seller listing updates.
Based on the audit, we design and build custom automation workflows tailored to your specific needs, integrating with your existing tools like Follow Up Boss, Propertybase, or your chosen email/SMS provider. This includes setting up automated lead nurturing sequences, showing feedback requests, or seasonal client check ins to keep your brand top of mind.
We deploy the new automation systems, ensuring seamless operation and providing your team with comprehensive training on managing and monitoring the automated sequences. Your agents will learn how to leverage these tools to enhance client engagement and free up time for direct client interaction.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit