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 agreed sale against its milestone dates.
  2. Chases the parties whose step is overdue — solicitor, broker, surveyor.
  3. Gives each side a plain status update, so nobody is guessing.
  4. Flags a stalled link to the negotiator the same day.
  5. Logs every contact so the chain has one honest history.

Data sources

Sales pipeline Chain milestones Party contacts

What it targets

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