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Workflow automation / Estate agencies

One workflow at a time Works alongside your CRM and portal feeds Scoped as a pilot, not a project

What happens after the 9pm enquiry.

Enquire Studio helps independent estate and lettings agencies turn slow follow-up and viewing admin into reliable workflows, so valuation, buyer, tenant and landlord enquiries keep moving instead of going cold.

Where the time goes

Seven places an independent agency leaks hours.

These are the workflows that come up most. A review picks one, maps it as it actually runs, and scopes the smallest change worth making. Not all seven at once.

Valuation, buyer, tenant and landlord enquiries

As it usually runs

Enquiries arrive from the portals, the website and the phone, all into the same place, all looking the same. Whoever is at a desk deals with them, and the evening ones wait.

What changes

Each one is acknowledged within seconds with what happens next, and a reply is drafted from what they actually asked, ready for someone to approve and send.

Qualification and routing

As it usually runs

A valuation request, a tenancy question and a Saturday viewing request all land in one inbox and get read in whatever order they arrived.

What changes

They are told apart before anyone reads them and sent to the right person, with the valuation request treated as the one that cannot wait.

Speed to lead, and missed enquiries

As it usually runs

A portal enquiry at 9pm on a Sunday gets a reply on Monday. A missed call during a viewing gets a callback if somebody notices the voicemail.

What changes

Out of hours enquiries get an immediate acknowledgement, and a missed call triggers a text back within a minute so the caller knows they have not been ignored.

Viewing reminders and feedback

As it usually runs

Reminders get sent when somebody remembers. Feedback is chased by phone, often days later, and the vendor asks for it before the agent has it.

What changes

A reminder goes out before every viewing, and a short feedback request goes out afterwards while the visit is still fresh, collected in one place ready for the vendor update.

Vendor and landlord updates

As it usually runs

The weekly update is written by hand, or it slips, and then the vendor calls asking what is happening. The call takes longer than the update would have.

What changes

The update is assembled from what already happened that week, viewings, feedback and enquiry numbers, and drafted for the agent to check and send under their own name.

CRM data entry and handoffs

As it usually runs

The same applicant details get typed into the CRM from an email that already contained them, and each handoff between sales, lettings and property management loses a little context.

What changes

Details are pulled from the enquiry into a consistent shape, and handoffs carry the history with them instead of starting from a forwarded email.

Admin around viewings and listings

As it usually runs

Confirmations, key arrangements, access notes and rescheduling, all done individually, all interrupting whatever else was happening.

What changes

The routine parts run to a pattern with the same information every time, and only the exceptions reach a person.

Illustrative workflow

What a first pilot usually looks like.

This is an example of scope and shape, not a customer and not a result. No agency described here exists, and no figures are claimed.

The problem picked

A two-branch independent finds that valuation enquiries arriving in the evening and at weekends are answered the next working morning, by which point some have already booked a valuation with a competitor who replied first.

The current process, mapped

Enquiries arrive from two portals, the website form and the phone. Portal enquiries go to a shared inbox, phone messages go to a pad by the desk, and there is no single place where an unanswered enquiry is visible.

The bottleneck

Not the CRM and not the staff. It is that a valuation enquiry is worth the most and arrives when the office is closed, so the highest value enquiry gets the slowest response.

The proposed pilot

One workflow only: acknowledge every valuation enquiry within seconds with the next available valuation slots, route it to the right branch, and text back any missed call within a minute. Two to three working days to build, then a month of running.

How it would be judged: time from enquiry to first response, and the share of out of hours valuation enquiries that convert to a booked valuation. Both measured for two weeks before the build, so there is a real before and after rather than an impression. The studio publishes results only once they are real, and only with permission.

Check it yourself

Email this address and watch what happens.

It is running right now. Send anything to it from any account, and the reply that lands is exactly what one of your applicants would receive at 9pm on a Sunday.

hello+demo-try@enquirestudio.co.uk

No sign up, no form, nothing to install. You get one reply and nothing is added to any list.

Studio demo, not a client

If the website is the part letting you down.

Estate agencies are one of the few businesses that need both halves of this studio: a site that makes the instruction feel worth having, and something that answers the enquiry when it lands. Ashworth and Cole is a demo built by the studio to show what the first half looks like. It is not a customer, and no results are claimed for it.

Open the demo site Website pricing

Questions

The ones agents ask first.

Does this integrate with our property CRM?
No integration is claimed here, because none has been built and tested for a named system. A first pilot deliberately works alongside your CRM through email and the inbox, which is why it can go live in days rather than months. Whether a direct integration is possible, worth it, or even permitted by your provider is exactly the sort of thing the workflow review answers honestly before anyone commits.
Will it reply to applicants pretending to be us?
No. The instant acknowledgement is clearly an acknowledgement: it confirms the enquiry arrived and says when a person will come back. Anything that constitutes a real answer, on price, availability, an offer or a tenancy, is drafted and waits for a person to approve.
Does it work with portal enquiries?
It works with the emails the portals send you, which is how most independents receive them in practice. It is not a portal integration and is not described as one. If your enquiries arrive some other way, say so and the review will establish whether this is workable before anything is quoted.
What about property redress and compliance wording?
The acknowledgement is deliberately plain and makes no representation about a property, a price or a tenancy, which keeps it clear of the wording that carries obligations. Anything with compliance weight stays in the drafted reply that a person approves. This is a practical position, not legal advice, and your own redress scheme rules take precedence.
Do you have estate agency case studies?
Not yet, and none will be invented. Ashworth and Cole is a demo the studio built, not a customer. The live demo address above is the honest version of proof: you can check it in seconds without talking to anyone. When a pilot produces real figures, they get published with permission and with the method shown.
How much does it cost?
The standing products and their prices are on the workflow automation page. A first piece of work is usually scoped as a small pilot, and the review is what decides that scope.
Next step

Start with one workflow, not a transformation.

First Book a workflow review

Thirty minutes on one workflow that is costing you. Camera off is fine and normal.

Book a review
Or Take the workflow scorecard

Twelve questions, about four minutes, scored against where agencies leak time.

Start the scorecard
Or Send a message

A question, on WhatsApp or by email. No pitch and no follow-up sequence.

Prefer to see the arithmetic first? The ROI calculator uses your own numbers and shows every formula it applies.