Capture the enquiry
Record the person, property interest, source, budget, timing and consent context before a follow-up task is created.
Workflow blueprint
CRM management software for property pipelines
A practical CRM workflow for property enquiries and follow-up, written as a scope blueprint rather than a promise that every automation is already configured.
Give each enquiry an owner, a next action and a visible stage from first contact through viewing, offer, lease or sale handoff.
TL;DR — Give each enquiry an owner, a next action and a visible stage from first contact through viewing, offer, lease or sale handoff.
Qualify the opportunity
Separate a general enquiry from a qualified property need, then assign an owner and a next action with a due date.
Move through the property stages
Use viewing, offer, negotiation, lease or sale stages so managers can see stuck opportunities without reading every message.
Handoff and report
Keep the accepted terms, customer record, document reference and follow-up history together before billing or tenancy administration begins.
Page-specific decision aid
A property enquiry-to-handoff pipeline map
The worked example follows one apartment enquiry from portal source to viewing, offer, accepted terms and customer handoff. Each state names the owner, required evidence and next action so the workflow can be reviewed before a CRM build is proposed.
- ✓Every open lead has a next action and due date.
- ✓A viewing is an event, not proof that a deal will close.
- ✓The final lease, sale and billing steps remain separate controlled records.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Lead sources, consent wording and contact ownership agreed
- ✓Property, unit, viewing and offer fields defined before import
- ✓Stage names, ageing rules and lost-reason choices approved
- ✓Customer, quotation, lease and invoicing handoff responsibilities assigned
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow