Every enquiry in one pipeline, every property in one place
Enquiries arrive from six directions and go stale in an inbox. Buzzflo puts them in a pipeline shaped like how you actually sell, and keeps each property's paperwork, viewings and costs together.
The problems this setup exists to solve
If none of these sound familiar, this preset is probably not the right starting point — and we would rather tell you that than sell you a configuration you will fight.
- Enquiries scattered across email, WhatsApp and portal notifications
- No reliable record of who was called back and when
- Viewing feedback lives in a notebook
- Marketing needs the contact list exported into another tool
- Nobody can say which source actually produces buyers
How a day actually runs
Capture the enquiry
Add the client with the fields you care about — budget, area, bedrooms — as custom fields rather than a notes blob.
Work the pipeline
Drag them through your own stages on the board. Mark which stages count as won or lost so conversion means something.
Never miss a callback
Schedule the follow-up with a note; the owner and the assigned agent both get a reminder when it falls due.
Run the property
Each property is a project with its own tasks, documents, costs and members.
Market to the list you already have
Email and WhatsApp campaigns run against the same contacts, filtered by stage or source. No export, no second list.
Built for real estate out of the box
Set up for you before you start, so the first screen your team opens already matches how they work.
Your team sees Clients and Properties — the product uses your words, on every screen.
The handsets, handled
Usually switched off for an agency working from desks and their own cars. It is there if you issue phones and want them managed, and it stays hidden from the interface entirely until you turn it on.
- Battery, storage, network and last-known position per device
- Locate, ring, sign out or refresh a device remotely
- Geofences that alert on entry and exit
- Selective wipe clears the app, never the personal phone
Real estate questions
Can I use my own pipeline stages?
Yes, and you should. Create, rename, recolour and reorder them, and mark which ones count as won or lost so reporting reflects your process rather than a generic template.
Can I add fields like budget or number of bedrooms?
Yes. Custom fields can be text, number, date or dropdown, added by you without waiting on anyone, and they appear in the table view and export.
Can two agents share a client record?
Yes. A client has an owner and an assignee; the assignee can work and progress the record inside the owner's pipeline but cannot reassign or delete it.
Does marketing use the same contacts?
Yes. Campaign audiences are built from your CRM filtered by stage or source, so there is one list rather than a copy that drifts out of date.
Still deciding? Ask us directly — we answer within one business day.
The modules behind it
Each one is a full module in its own right — this preset just decides which of them you see.
See it set up for real estate
We will configure the preset against how you actually work and show you the result, rather than demonstrating a generic dataset.