Real Estate CRM Lead Nurturing Process

Start of the Workflow/Process.

Fetch new lead entries from the Lead Data Model where status is 'New'.

Create a new entry in the Lead Data Model from an incoming web form or inquiry.

Change the status of a Lead entry from 'New' to 'Contacted'.

Create a task for the assigned Sales Agent to call the new lead.

Send an automated introduction and property catalog email to the lead's email address.

Send a short text message to the lead confirming we received their inquiry.

Calculate a lead priority score based on budget, timeline, and engagement frequency.

Update the Lead entry with the timestamp and details of the recent phone call.

Create a task for the agent to coordinate a physical tour of the property.

Retrieve data from the Property Data Model related to the lead's interest.

Sum the estimated property values of all leads currently in the 'Hot' pipeline stage.

Send an email to the lead after a viewing to gather feedback on the property.

Update the Lead entry status to 'Nurturing' if no immediate sale is identified.

Create a recurring task for the agent to check in with long-term nurturing leads.

Create a report showing the conversion rate from 'New' to 'Closed' for the month.

End of the Workflow/Process.