Enquiries and client relationships for real-estate work
Updated 2026-10-24
A person asks about a home, a meeting is set, and someone still has to call back. The CRM is for that sequence. It is not a claim that the platform manages the property itself.
A person asks about a home, a meeting is set, and someone still has to call back. The CRM is for that sequence. It is not a claim that the platform manages the property itself.
People who enquire
Each enquiry is a lead with a source: the site form, a Meta lead form when connected, or a manual entry. The six statuses mark whether anyone has spoken to them.
Notes stay on the timeline so the next person does not start from an empty page.
Where the enquiry came from
The source is stored with the lead. That is how a team tells a site enquiry from an ad enquiry. It is not an attribution model and it does not calculate a return.
Meta still bills the ad spend. BizUply does not replace Ads Manager.
Meetings
A viewing or a call can sit on the appointment calendar when the business plan is active. The opening still comes from hours and a service length, in 15-minute steps.
CRM only, at $49 per month, does not include that calendar.
The next task
A dated task is the callback or the document request. On the business plan an automation can create that task for a new lead.
Nothing on this page promises a signed deal or a number of viewings.
FAQ
Does this manage properties?
No. It manages the enquiry, the status, the note, the task and, on the business plan, the meeting.
Can we see where the lead came from?
Yes. The source is stored on the lead. That is not a full attribution report.
Can we book a viewing?
On the business plan, if you set hours and a service. CRM only does not include the calendar.
Is a sale guaranteed?
No.