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Sales process automation for property developers
Dashboards, bots and CRM integrations for your team. Keep follow-up tasks tied to their context.
Book a 15-minute coffee break
The nearest free slot is fine.
Your sales automation toolkit
Sales process automation for property developers starts with a process map and a resource check – tools and integrations are estimated separately before monthly hours are allocated.
- Process map for automation
- Scoped dashboards and bots
- Task and decision records
- Reminder requirements
- Integration feasibility check
An example from our work
Project Passport – desktop overview and AI assistant with demo data
How it works
- Step 1
Agree the starting point
Share your current process and access requirements.
- Step 2
Approve a sample
Approve a working sample of the tool or automation before we roll it out to the whole team.
- Step 3
Receive the agreed work
Review the scoped tool or automation with your team.
Which plan fits
Automation for a developer’s sales team needs a separate estimate. Agree implementation and maintenance before allocating monthly support.
Sales automation questions
What does the demo show?
Project Passport connects decisions, source links and task updates.
Does it already connect to our CRM?
We assess your CRM, access requirements and follow-up workflow before confirming the integrations and implementation scope.
Who owns sales and follow-up?
Your team leads sales. We build only the agreed tools and automations around your process.
How much does sales process automation cost?
We estimate process mapping and implementation before allocating monthly plan hours. API usage, subscriptions and any special tools are agreed separately.
What should we prepare before starting?
Show the path from first enquiry to next action, including records and responsibilities. We identify handoffs, check access and scope a small implementation before extending it.
What happens at handover?
Your team reviews the result with its intended users. We document task ownership and required access, then agree ongoing support within the shared team hours.
Where to go next
Presentation materials
Present your project in a clear pitch deck.
Bring a deck or your next set of tasks
- Pick a time
- 15-minute call on scope
- Suitable starting point
NDA on request · No minimum term
Start a plan within 30 days of your pilot delivery and the $1,000 is credited to your first month
Book a 15-minute coffee break
The nearest free slot is fine.