Every enquiry — with an agent in minutes

Enquiries from your site, ads and business cards land in one place. The system hands them to an online agent, and an untaken one moves to a colleague — none is left without a person.

Try the path of one enquiry

A demo with made-up people: automatic routing with confirmation — the way an agency switches it on in the settings.

Interactive — try it
OptiEstate · Enquiries
The agency website
Ask about this propertyThree-bedroom, Mladost 1 · € 215,000Send
Enquiries0
    The team’s phones
    09:41
      What happened
        • Online agents first

          The offer goes to an agent working in the system right now — the one who has waited longest for an enquiry.

        • Up to three people

          If nobody takes it within 10 minutes, it moves to the next one. After a third try, the person who assigns leads decides.

        • One client, one agent

          If the person already has an agent, the enquiry goes straight to them. Phone calls ring by the same rule.

        All enquiries in one place

        The agency website

        Forms next to listings, pop-ups and landing pages — with the property the person wrote about.

        Facebook and Instagram

        Leads from ad forms come in by themselves — new ones and the older ones Meta still keeps.

        Google Ads and LinkedIn

        Forms from your Google and LinkedIn ads — straight in as enquiries.

        NFC business cards

        The client swaps contacts with the agent from the card — and comes in as a lead.

        QR campaigns

        From the billboard or flyer to the enquiry — with the campaign the person came from.

        Missed calls

        With IP telephony a missed call from a known client becomes a task, and if you like they get an SMS: “We saw you called us”.

        Who gets the enquiry

        Does the client have an agent?

        If so, it goes to them: the contact’s lead agent or the agent from their previous enquiry in the last 30 days.

        Who is online

        If not, to an agent working in the system right now who has waited longest for an automatic enquiry.

        10 minutes to take it

        With confirmation the agent takes or declines it. No reaction, and it moves on — up to three people, then the person who assigns decides.

        Nobody online

        The enquiry waits about five minutes for someone to log in. Then it gets an agent from the whole team in turn, with a notification. The ten minutes count while they are in the system.

        You set it per agency

        10 minto take it

        by default; the agency changes it in the settings

        3tries

        then the enquiry goes to the person who assigns

        30 daysmemory

        the same person writes again — the same agent

        Manual or automode

        the agency chooses whether the system routes

        Frequently asked about enquiries

        Is automatic routing mandatory?

        No. In the settings the agency chooses manual or automatic routing — and whether every enquiry becomes a contact by itself.

        What does “an online agent” mean?

        An agent who has been active in the system in the last two minutes. That way the enquiry goes to someone looking at the screen.

        What happens to an enquiry at night?

        If nobody is online, the system waits about five minutes. Then it gives the enquiry to an agent from the team in turn, and they get a notification — it is never left without a person. The ten minutes to take it only count while that agent is in the system, so at night the enquiry doesn’t bounce around the whole agency but waits for its agent.

        Can an agent decline an enquiry?

        Yes, if the agency has turned on routing with “Take / Decline”. A declined enquiry moves to the next agent.

        What if the client already works with another agent?

        Then the enquiry goes straight to their agent. Two agents from one agency never call the same person.

        Does the client know their enquiry was received?

        Yes, if the agency has connected SMSAPI: a client with no email gets an SMS “We got your enquiry” at once, and with “always” every client does. If the enquiry turns to “No answer”, an SMS “We tried to reach you” goes out with the agent’s phone.