Try it free

Module · Automations

A rule is a sentence: when this happens, do that. Stage, price, new lead or a client without contact create tasks, notifications, assignments or emails.
Start free trialBook a call
Automations

4 featuresGroup: Sales and clientsQuestions: 1

The problem

Why this hurts

Service standards depend on agents' memory, which fails exactly when they are busiest.

What it does

What Automations does

  1. 01

    11 triggers

    New client, lead or listing, stage and price changes, viewings, matches, inactivity, closed deals.

    agentspace.pl/app

    Automations

    + Rule
    When: Listing stage: viewings→ task for the owner in 2 days14 this month
    When: Listing matches a search→ task: call the buyer6 this month
    When: New lead from the form→ assignment and push31 this month
    When: Client without contact 14 days→ task: call0 this month
  2. 02

    Several actions per rule

    Task, notification, assignment, status change or template email.

    02Several actions per rule
  3. 03

    Ready recipes

    Start from proven rules and adjust the timing.

    agentspace.pl/app

    Automations

    + Rule
    When: Listing stage: viewings→ task for the owner in 2 days14 this month
    When: Listing matches a search→ task: call the buyer6 this month
    When: New lead from the form→ assignment and push31 this month
    When: Client without contact 14 days→ task: call0 this month
  4. 04

    No duplicates

    Each event runs a rule once, and automations never trigger each other in loops.

    04No duplicates

Who it is for

For owners who want service standards to work without supervision.

Questions

Before you ask

The questions that come up about this module on the first call.

Can it email the client?

Yes, from a template and the agency mailbox; replies go to the agent.

The rest of the system

Sales and clients

Everything between the first phone call and a signed contract.

Client CRM

A client database that stays with the agency

Leads from ads

A Facebook lead reaches an agent, not a spreadsheet

AI on call

Calls answered, even during a viewing

Buyer requirements

Record a buyer once, let the matches find themselves

Day plan and activities

The agent knows what to do today before opening their phone

Deal board

All clients and listings on one board

All modules

See it on your own data

A 30-minute call. I will show what automations would look like in your agency, on your clients and your commission model.

Start free trialBook a call