Lead contextPlanned workflow
Buyer, seller & investor intake
Start with the journey, timing, area and context the client provides.
- Enquiry capture
- Qualification & routing
- Source attribution
- Assigned-agent tasks
Real estate. Better moves.
Give every lead a next step.
A real-estate follow-up workspace designed around buyer, seller and investor enquiries, appointments and the next client milestone.
Pilot · In preparation
Built around the way you work.
AgentsReal-estate teamsBrokeragesBuyer, seller & investor journeys
Estavanta · One everyday moment
What should we focus on this week?
A buyer asks about a property. The assigned agent checks current property information and permission before confirming any showing.
- 01Capture the client’s goal
- 02Arrange the next conversation
- 03Track the next milestone
An example of the intended workflow. Your connections, permissions and launch scope are confirmed during setup.
Explore the product exampleEstavanta features
The work behind a better day.
Explore the workflows designed for your business. We agree the scope, connections and permissions before activation.
The real-estate workflow package is prepared for a pilot. Live property sources, brokerage permissions and customer connections need confirmation.
ResponsePlanned workflow
New leads & callbacks
Prepare a useful response and a clear follow-up owner.
- Enquiry acknowledgement
- Missed-call recovery
- Unanswered conversations
AppointmentsPlanned workflow
Consultations & showing requests
Coordinate requests against actual availability and authority.
- Consultation invitations
- Confirmation & reminders
- No-show recovery
- Showing requests
RelationshipsPlanned workflow
Open houses & long-term nurture
Give conversations an appropriate next step with consent and frequency controls.
- Open-house sign-in
- Property-specific follow-up
- Long-term nurture
- Verified-close review requests
PipelinePlanned workflow
Milestones & daily priorities
Design visibility from first enquiry through the client journey.
- Client pipeline
- Milestone briefs
- Owner daily lead brief
- Overdue tasks
Team operationsPlanned workflow
Sources, assignments & handoffs
Help the team understand where opportunities originate and who owns the next step.
- Source-quality reporting
- Team assignments
- Human handoff
- Automation failure tasks
One exampleA clear next step.
A clear next step.
In your business’s language.
A buyer asks about a property. The assigned agent checks current property information and permission before confirming any showing.
Illustrative owner surface. Not live business data. No messages are sent or records changed by this preview.
Agent / ownerTeam lead / broker adminClient coordinatorMarketing manager
Ask Sherify
Estavanta · Product example
What should we focus on this week?
Illustrative response
Nine opportunities have had no activity for over three weeks.
Each is listed with its last recorded activity and its source. Follow-up is prepared for the six with a contactable owner and is waiting on approval.
DataFictional example
ActionsNone performed
SetupConfirmed separately
- Prepared
- Approved
- Executed
- Verified
Prepared for your approval. Nothing has been sent.Approval required
Illustrative interface. Not live business data.
Estavanta packages
Choose the right fit.
Monthly membership and one-time setup, clearly separated. Usage and optional services are additional.
Your starting point
Agent
$299 / month
$750 one-time setup
An agent organizing their own client pipeline.
Membership & additional costs
Business workspace, your vertical configuration and agreed workflows. Setup covers the agreed onboarding work. Exact access, support and scope are confirmed in your proposal.
Calls, messages, email, AI usage, connected services and optional managed work are additional. No unlimited usage is implied.
More involved operations
Team
$599 / month
$1,500 one-time setup
A team coordinating lead ownership and follow-up.
Membership & additional costs
Business workspace, your vertical configuration and agreed workflows. Setup covers the agreed onboarding work. Exact access, support and scope are confirmed in your proposal.
Calls, messages, email, AI usage, connected services and optional managed work are additional. No unlimited usage is implied.
For a larger operation
Brokerage
From $1,299 / month
From $3,500 one-time setup
A brokerage with a larger or more complex rollout.
Membership & additional costs
Business workspace, your vertical configuration and agreed workflows. Setup covers the agreed onboarding work. Exact access, support and scope are confirmed in your proposal.
Calls, messages, email, AI usage, connected services and optional managed work are additional. No unlimited usage is implied.
Select a package to request access. We confirm fit, availability and final terms before any payment. Your request does not create a subscription.
Your setup
Keep property facts and authority connected to their source.
A showing request is not a confirmed showing. MLS feeds, listing syndication, valuations, transaction-management tools and financing services are not included by default. Your brokerage retains control of advice, contracts and offers.
Discuss your businessBefore you begin.
Are all these features active today?
The real-estate workflow package is prepared for a pilot. Live property sources, brokerage permissions and customer connections need confirmation. The feature labels distinguish product previews, planned workflows and setup requirements. Your agreed launch scope is confirmed before you pay.
What is included in my package?
We confirm your users, locations, launch workflows, connections, onboarding and support in your proposal. A feature shown on this page is not automatically included or enabled in every package.
What costs extra?
Phone, messages, email, AI usage, paid connected services and optional managed work. We agree the applicable costs and limits before enabling them.
How do I start?
Select a package and submit your business details. We confirm fit and arrange assisted activation. This website does not take payment or create a subscription.
Make your next step count.
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