Team Ownership
Each lead gets an owner, next action and urgency reason.
Pro demo
Multi-channel lead operations for small teams.
Pro is for teams with more than one inbox, more than one staff member and more than one place where opportunities can be missed.
Website
Valuation request
Assigned to Sarah. Needs call before 3pm.
Email
Landlord renewal question
Assigned to James. Reply draft ready.
Portal
Viewing request
Assigned to Admin. Missing availability.
Referral
High-value seller lead
Manager handover suggested.
What Pro adds
One view across channels, people and handovers.
Handover Summary
Messy notes become clear: who does what, by when, and why.
Multi-Source Intake
Website, email, phone, portal and referral leads can be tracked together.
Weekly Performance
See open leads, missed follow-ups, hot leads and stuck opportunities.