Scallar helps real estate teams design CRM workflows for property enquiries, broker assignments, site visits, WhatsApp follow-up, and sales pipeline reporting.
Property leads often arrive from many places and need structured follow-up. A CRM workflow keeps source, requirement, owner, and next step clear.
A useful pipeline should mirror the actual sales process from enquiry to visit to negotiation and booking.
WhatsApp conversations are useful, but without CRM logging they are hard to manage across a team.
This works best for teams handling multiple projects, brokers, ad sources, or follow-up-heavy sales cycles.
Scallar maps the property lead workflow and creates CRM automation around your team structure.
Broker teams
Lead fields, pipeline stages, and reminders
Project sales
WhatsApp, source tracking, site visit workflow, and reports
Multi-project teams
Routing, dashboards, CRM automation, and follow-up monitoring
Scallar starts with the lead journey, team handoff, CRM fields, and reporting needs. The tool choice comes after the workflow is clear.
Review your real estate CRM setupIt should track source, property interest, budget, owner, site visit status, follow-up date, and outcome.
Selected lead details and status updates can be connected where your tools support it.
Yes. This page focuses on CRM workflows after leads are generated.
Yes. Broker teams can use CRM workflows for assignment, notes, reminders, and reporting.
Yes. Site visit reminders and post-visit follow-up tasks can be part of the workflow.
Scallar can scope migration or cleanup when building the CRM workflow.