For real estate brokerages, email triage automation projects typically start at a fixed price of $3,500 for foundational setups, scaling based on your specific lead routing rules, agent assignment logic, and CRM integrations. This investment streamlines critical communications, ensuring no client inquiry or showing request goes unnoticed. We always begin with a free systems audit to provide a precise, no obligation quote.
We conduct a thorough audit of your current lead intake channels, agent distribution rules, and CRM integration points to understand your exact needs. This involves reviewing how you currently handle new listing inquiries, showing requests, and client communication.
Based on the audit, we design and build a custom email triage automation that routes specific email types to the correct agents or departments automatically. For instance, new buyer leads might go to specific agents based on zip code, while showing requests are directed to an administrative assistant.
After rigorous testing, we deploy your new automation, ensuring seamless integration with your existing systems like Follow Up Boss or Propertybase. We provide your team with training so they can confidently manage and leverage the streamlined email workflows.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit