Messaging and intake
Receive connected-channel conversations and explicit website enquiries. Forwarded lead emails can enter intake for review; this does not imply a native property-portal integration.
A real-estate sales-enquiry CRM should connect a prospective buyer or tenant with an accountable agent, a qualified requirement, and a next action. Qonvera supports that conversation-to-opportunity process; this is not a claim of property inventory or portal-listing software.
A prospect asks about a property on WhatsApp, a website form reaches another teammate, and a viewing request remains in a personal calendar. Without identity review and ownership, the team can duplicate outreach or lose the next agreed contact.
Use Qonvera to keep the enquiry, contact context, agent responsibility, follow-up, and commercial opportunity connected. Continue to verify current availability, property details, contracts, and viewing arrangements in your authoritative systems.
Receive connected-channel conversations and explicit website enquiries. Forwarded lead emails can enter intake for review; this does not imply a native property-portal integration.
Review whether a new enquiry belongs to an existing contact, then assign the conversation and verify the opportunity owner separately.
Configure a sales process around enquiry qualification, viewing follow-up, and decision status. The stages describe your process, not live property availability.Explore configurable sales pipelines
Schedule callbacks, viewing-confirmation tasks, and post-viewing follow-ups with due times and responsible agents.Review agent and manager workflows
Illustrative workflow for a property sales team. Listing details, appointment confirmation, and transaction processing remain in the systems your business uses for those purposes.
Receive the customer message or review the website or forwarded email enquiry. Retain the source details that actually arrived.
Review identity evidence and clarify the enquiry. Record the relevant context without treating a repeated message as a separate person.
Create or update the opportunity through an authorized workflow. Confirm the responsible agent and the intended pipeline.
Create a callback or confirmation task. Check availability and confirm the actual viewing outside any unverified scheduling integration.
Record the prospect's response, update the stage, and set another action if needed. Mark the eventual result based on confirmed information.
The value is in preserving responsibility across messages and handovers. Choose a specialist property platform where inventory, portals, contracts, or property administration are the primary requirements.
A forwarded lead email is an intake source, not proof of a native integration with a listing portal. Confirm each source, data format, and required review.
Do not assume listing synchronization, live unit availability, commission accounting, tenancy administration, or contract generation.
Agree which commercial value the team records and use it consistently. Pipeline value is not automatically collected revenue or commission.
Email-to-lead can receive configured forwarded notifications for intake review. Test the actual notification format; do not assume every property portal has a native Qonvera connector.
Authorized teammates can work from connected business accounts with assignments and context. Workspace access and plan limits still apply.Check WhatsApp team setup
Those specialist capabilities are not part of the workflow described here. Keep an authoritative property system and confirm any required integration before purchase.
Review follow-up queues and open opportunities together, checking the responsible person and due time. A closed conversation does not mean the prospect completed a transaction.
Get a focused walkthrough built around your customer messaging workflow.