ESTATEOS / Workflows
The next action. Always in context.
From an instruction to an enquiry and the next action.
- 01 / Capture
Enter the information once.
Connect the property, owner and sale or rental instruction. The team starts with a shared record.
- 02 / Prepare & publish
Choose the public presentation.
Add approved photos and descriptions. Check readiness and explicitly publish to the configured agency website. New enquiries enter the correct CRM.
- 03 / Match
Build a relevant shortlist.
Use the buyer’s budget, areas and requirements. Review suggestions and add manually selected properties.
- 04 / View
Give the appointment its context.
Schedule the viewing with the buyer, property and assigned agent. Record the outcome and observations.
- 05 / Follow up
Make the next action clear.
Assign responsibility and a deadline. Record offers or counter-offers and keep the commercial history connected.
Shared flow. Clear responsibility.
The agent sees the next action. The manager sees ownership and progress. The team works with role-based access and connected history.
Explore the modules ↗YOUR AGENCY. YOUR WORKFLOW.