Assignment Rules
for Real Estate CRM: Unlock Your Sales Potential

Distribution of leads, tasks, or tickets to the right team members based on set criteria, enhancing efficiency and ensuring quick, accurate routing

thumbnail
thumbnail

What is Assignment Rules?

Assignment Rules in CRM software automate the distribution of leads, tasks, or tickets to the right team members based on set criteria, enhancing efficiency and ensuring quick, accurate routing. In real estate, this means leads are assigned to agents who can best meet client needs, improving response time and conversion rates.

Dynamic Lead Assignment

We automatically distribute leads by agent's experience, budget, type of property, and location. As our system determines the best agents with which to engage that will have the highest impact, it routes those leads accordingly.

Customizable Rules

We automatically distribute leads by agent's experience, budget, type of property, and location. As our system determines the best agents with which to engage that will have the highest impact, it routes those leads accordingly.

Real-Time Notifications

Take every lead. New leads are notified immediately in real-time for agents to jump on opportunities and immediately act on new leads that double conversion chances and significantly reduce dissatisfaction by customers.

Reporting and Analytics

Use comprehensive analytics to learn more about the performance of your lead assignment. Monitor data such as agent performance, conversion rates, and response times to improve team productivity and hone your tactics.

Integration with Workflows

Create an end-to-end solution that synchronises lead distribution with automated follow-ups, nurturing tasks, and priority settings by integrating assignment rules with your CRM workflows. This will save time and streamline operations.

Feedback Mechanism

Make constant improvements with an integrated feedback system. Over time, more efficient lead management and continuous rule optimisation are made possible by agents' ability to offer input on lead quality and assignments.

OUR RECOGNITIONS

Awards and Accolades

Award 1
Award 2
Award 3
Award 4
Award 5
Award 6

Upgrade Your Process : Book a Personalised Free Demo in Minutes !


Book a Free Demo   ➜