Clients & CRM
AI follow-up drafts
Draft a polite follow-up message for a cold lead.
Ready to use today
How to use ai follow-up drafts
Draft a polite follow-up message for a cold lead. Use it within CRM alongside the linked property, contact and transaction records, rather than maintaining a separate disconnected list.
The connected workflow
- 1.Create a contact with the correct buyer, tenant, landlord or investor type. Keep their contact details and requirements together.
- 2.Record an enquiry or viewing and move it through the pipeline. Notes preserve the context for the next colleague.
- 3.Review matching properties, draft a follow-up and merge duplicates with administrator approval.
Visibility follows your company, branch and section access. Important financial and approval actions remain subject to the app’s controls.
Why it matters
Enquiries get lost in WhatsApp and nobody follows up in time.
What changes
Every contact, enquiry and conversation in one place, with follow-ups that don't slip.
Found in
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See PropertyFlow with your own portfolio.
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