OneDesk for Real Estate Sales Professional Services Automation
How does OneDesk help my Sales team?
Close Real Estate Deals & Manage Client Services
Track Buyer Inquiries & Offer Issues with Ticketing
Real Estate Sales agents, use OneDesk ticketing to manage inquiries from prospective buyers, track offer negotiations, or log issues delaying a closing. Capture from website leads, email, or calls. Custom views like 'Hot Buyer - Property Y' or 'Offer Contingency Tracking' streamline sales. SLAs ensure prompt buyer follow-up. Reporting tracks lead conversion and deal progression.
Streamline Post-Sale Client Support in Real Estate
Help your real estate sales agents provide excellent support after a sale or lease. A client portal can offer access to closing documents, utility transfer information, and local service provider recommendations. Clients can use ticket forms to ask post-transaction questions. This enhances the client experience and encourages referrals in real estate.
Automate Lead Follow-up for Real Estate Sales.
Real Estate Sales agents thrive on timely lead follow-up and managing their pipeline. OneDesk's automations are a game-changer here. Our versatile system allows you to build workflows for capturing new leads from Zillow, your website, or open houses, and then automating follow-up sequences. Potential buyer or seller leads can be automatically triaged based on criteria like desired neighborhood or price range. They are then routed to the agent best suited to help. You can also set up automated replies to instantly engage new leads with relevant listings or market information. OneDesk helps agents convert more leads. This boosts sales and commissions.
Track Property Sales and Leads
Real estate agents and sales managers, managing your leads, client interactions, and deal pipeline is crucial for closing sales. OneDesk helps organize your sales activities effectively. Its robust features allow you to track leads from various sources (website, open houses), manage client communication history, and monitor your sales pipeline from initial contact to closing. The versatility of our system adapts to your specific sales process for different property types. As your client base and listings grow, OneDesk’s unique scalability ensures your sales operations can handle increased volume efficiently.
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