What it is
Follow-Up Email Automation is an AI-powered workflow that automatically sends personalized emails to clients after they attend a property viewing. Instead of agents manually sending reminders or thank-you notes, the system triggers tailored follow-ups with property details, alternatives, or next steps — keeping leads engaged.
Why it matters
Most real estate deals are lost due to poor or delayed follow-up. Clients often tour multiple properties and forget details quickly. Automated follow-ups ensure timely communication, stronger client relationships, and higher conversion rates, while saving agents hours of manual work.
How it works
- Viewing details are logged into the CRM (date, property, client info).
- AI triggers a thank-you email immediately after the viewing.
- Email includes property highlights, brochures, and links to similar listings.
- Follow-up reminders are sent if no response within set days.
- High-interest clients are flagged for personal agent outreach.
- Engagement data (opens, clicks, replies) syncs back into the CRM.
