Property enquiry routing
Attach the relevant property reference to the enquiry and send it to the agreed team or CRM route. Make the source and current status visible so enquiries are easier to follow up.
Websites and automation · Estate agents
Give every property enquiry a clear next action.
Organise viewing requests, valuation enquiries and follow-ups around your existing agency process. Your team keeps control of negotiations and property decisions.
North Wales · Serving UK businesses · Scope agreed before building
The starting point
The website should know where the record lives.
If property availability is maintained in your agency CRM, a second manually updated list can become misleading. We establish which system holds the current details and whether there is a supported way to use them on the website.
Then we look at the handover: who receives an enquiry, what information is needed before arranging a viewing, and how a prospective seller hears back after asking for a valuation.
What we can work on
Practical workflows we can scope.
Choose the part of your process that needs attention. These are possible approaches, not a fixed bundle.
Viewing requests
Collect preferred times and contact details without promising access. Your team confirms the arrangement after checking the property, occupier and diary.
Valuation enquiries
Gather the basic location and reason for the request, then assign a callback or visit. Any online guide needs clear assumptions and must not pretend to be your professional valuation.
Follow-up lists
Keep valuation enquiries and agreed customer updates in separate queues. Prepare reminders from a reviewed status, with an obvious stop when someone replies, opts out or the instruction changes.
A useful first conversation
What to bring to the first conversation
- Your agency CRM, website feed and portal arrangements.
- The current process for viewings, valuations and vendor updates.
- Who maintains property availability and approves customer-facing details.
You stay in control
The decisions you keep
- Staff approve valuations, offers, negotiations and property information.
- Identity and financial documents need the agency's approved secure route.
- No property feed or CRM connection is assumed without provider and account checks.
Agency platforms can already handle much of this. We review their supported forms, feeds and reminders first; a better handover may be more useful than a replacement system.
Scope and support
Agree the work before it starts.
I confirm the scope, price, supplier charges and timeline in writing before you commit.
How projects are scopedThe monthly service has a six-month minimum, then 30 days’ notice. The agreement sets out the licence, support and ongoing responsibilities.
Explore bespoke websites, business automation and AI systems, or inspect named client work.
The fictional demonstration shows a design approach. It is separate from completed client work and does not show measured client results.
Before you enquire
Questions worth asking.
Can the site show our current properties?
That depends on the supported feed and your rights to use the listings and images. We check update frequency and withdrawal behaviour before proposing it.
Can viewings be confirmed automatically?
Only where the booking process can reliably check availability and the necessary permissions. Otherwise the site collects a request for your team to confirm.
Talk it through with Taylor
Start with one thing you want to improve.
Choose one journey, such as a valuation request, and show where it enters your current CRM. We can identify the handover that needs attention.