Real Estate · Sales

Offer Follow-up & Chain Chase

Stop agreed sales falling through in the silence between milestones.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Agent tracks every contingency and chain-dependent deadline against the milestone dates in the transaction management system.
  2. Chases the parties whose step is overdue — solicitor, broker, surveyor — via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk), WhatsApp or email.
  3. Gives each side a plain status update, so nobody is guessing, and checks chain status where multiple linked transactions are involved.
  4. Flags a stalled link to the negotiator the same day.
  5. Logs every contact to the CRM so the chain has one honest history.

Data sources

Sales pipeline Chain milestones Party contacts CRM

What it targets

  • Overdue milestones chased Target 98%
  • Fall-through reduction Target 19%
  • Stalls flagged same day Target 100%