Win more instructions
From pre-appointment comms to slick in-room presentations and automated follow-ups, impress potential clients and maximise your win rate.
Stand out from the start! Impress potential clients and maximise your win rate with our Market Appraisal module.
Impress potential clients and maximise your win rate with our Market Appraisal module.
From pre-appointment comms to slick in-room presentations and automated follow-ups, impress potential clients and maximise your win rate.
Quick and easy to set up. Choose from a range of ready to go templates or create unlimited new ones. With CRM integrations that auto populate content and automated journeys as standard
With insight driven personalisation at every stage, from pre-appointment invitations to tailored appraisals. Impress prospects with advice based on their unique circumstances.
Flexible content and format options that bring your brand to life before you even walk through the door! Add a video intro, share a bit about your team – creating a standout branded experience.
Stay front of mind post Market Appraisal with automated, personalised follow-ups. Track interest, respond fast, and turn opportunities into instructions.
Give insight driven recommendations in the front room. If they’re after a quicker, more secure sale, show why Auction could be right for them.
Fully integrated with our CRM, it eliminates admin and simplifies data entry—from valuation bookings right through to post-appraisal follow-ups
Book appointments as usual in your CRM and they’ll instantly sync with the Market Appraisal module. Appointment, client and valuer details are automatically added — so you're ready to go, faster.
Choose to send your pre-appointment presentation automatically —complete with your branding, branch and contact details. Your valuer details are matched so any valuer specific content will be dynamically updated too. Or you can choose to review and tweak each invite before it goes out.
Valuer details are automatically pulled into your proposal presentation, creating dynamic, valuer-specific content to speed up proposal creation.
If an appointment date or time changes, the update is reflected in both systems — no double entry needed. And the pre-appraisal invitation is resent – so your prospect has the latest appointment details.
Appraisals, proposal sends and status updates are logged automatically in your CRMs journal, including key activity notes and a link to the proposal.
Tasks are triggered automatically in your CRM, helping you move things forward and follow up at the right time.
Join us on Monday 28th April
Silky smooth prospecting. Unforgettable campaigns. And the pièce de résistance? Market Appraisals.
Book your place