Lead pipeline
A monday.com CRM board with stages from new lead to offer, with source and property of interest.
All sample projects
Sample projectReal estate
Property leads routed, followed up and scheduled automatically
A property agency gets enquiries from its website and ads and wanted each lead assigned, contacted and booked for a viewing without delay.
An illustrative project showing how we would connect these tools. Names are fictional.
The challenge
Where the time was going
- Leads came from several forms and sat in inboxes until someone noticed.
- Agents did not know who owned which lead, so some were contacted twice and others not at all.
- Viewings were arranged by phone, and reminders were forgotten.
The goal
Every lead has one owner within minutes, a first message goes out, and viewings are booked and reminded.
How it flows
From the first trigger to the last step
Each step hands over to the next with no copy and paste in between.
- 1Lead capturedTypeform
- 2Lead assignedmonday.com
- 3First message sentWhatsApp
- 4Viewing bookedCalendly
What we built
The pieces of the setup
Fair assignment
New leads are assigned to agents in turn, based on area and availability.
First response
A message goes to the lead right after assignment, and the agent is alerted.
Viewing scheduler
A booking link per agent, with reminders to both sides before the viewing.
Automations
What runs on its own
4 automations, each one a simple "when this happens, do that".
| # | When | Then |
|---|---|---|
| 1 | A lead submits an enquiry | A lead item is created and assigned to the next available agent. |
| 2 | A lead is assigned | A first message is sent and the agent gets an alert. |
| 3 | A lead has had no activity for 2 days | The agent is reminded and the manager is notified. |
| 4 | A viewing is booked | The stage updates and reminders are scheduled. |
- Automation 1
When
A lead submits an enquiry
Then
A lead item is created and assigned to the next available agent.
- Automation 2
When
A lead is assigned
Then
A first message is sent and the agent gets an alert.
- Automation 3
When
A lead has had no activity for 2 days
Then
The agent is reminded and the manager is notified.
- Automation 4
When
A viewing is booked
Then
The stage updates and reminders are scheduled.
Day to day
What changes day to day
Each lead has a clear owner from the start.
Managers see the pipeline by agent and by source.
Viewings are confirmed and reminded without extra calls.
Related services
How we would deliver this
A project like this uses the services below.
More sample projects
Keep exploring
Other illustrative projects. Names are fictional.
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- A map of your current workflowWhere data lives and where it gets stuck.
- Prioritized quick winsWhat to automate first for the biggest time savings.
- A connection planWhich tools to link, and how.
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