Estate agency teams spend a huge part of their day on the phone.
A buyer calls to arrange a viewing. A landlord asks for an update. A tenant reports a maintenance issue. The conversation itself might only take a few minutes, but each conversation creates work that needs to be recorded and followed up.
Once the call ends, the work begins. Updating CRM records, writing journal notes, creating tasks, sending follow-up emails and making sure everyone has the information they need all takes time. Then, weeks later, you may find yourself searching through notes or trying to remember exactly what was agreed.
That’s where our new partner integration with Askpilot comes in.
By connecting your existing phone system with Askpilot and iamproperty CRM, you can intelligently log every phone call. This integration makes call records searchable and completes routine post-call admin, such as sending follow-up emails and creating applicant records.
Askpilot is an AI-powered workflow automation platform that turns phone conversations into completed admin. Working alongside your existing phone system, it captures what happened during every call and automatically completes routine tasks within iamproperty CRM. There’s no need to replace your existing telephony provider.
If you’re already using CallSwitch One, you’re ready to go. If you’re using another telephony provider, Askpilot can build the integration at no additional cost.
After each call, Askpilot creates a transcript and summary, identifies the key information discussed and intelligently matches it to the correct contact, property or tenancy record. From there, it automatically completes the workflows you’ve enabled, including:
The result is a more complete CRM record, less manual data entry and fewer opportunities for important information to be missed.
If information is missing or Askpilot isn’t confident it’s matched the right record, it asks for clarification before creating or updating anything. Higher-impact actions can also require approval, allowing your team to review, edit or skip them before they’re completed.
Every conversation is stored as a searchable transcript, making it easy to find what was discussed without digging through notes or listening back to recordings. Whether you need to check what was agreed with a buyer last week or remind yourself of a landlord’s instructions, the information is always at your fingertips.
The integration can support workflows across every part of your agency.
Automatically capture applicant conversations, viewing feedback and agreed next steps. Every interaction is recorded against the correct CRM record, helping your team stay informed and follow up faster.
Automatically record landlord and tenant conversations, create follow-up actions and keep communication history in one place, giving every team member the latest information.
Capture maintenance conversations, create tasks and reminders automatically, and ensure nothing gets missed as work progresses.
The real value of this integration is that it keeps your CRM accurate without relying on manual updates, giving your whole team a complete view of every customer interaction.
By combining the power of Askpilot with iamproperty CRM, agencies can:
It’s another example of how our ecosystem helps Estate Agents work smarter, grow faster and stay in control.
The Home Club, a lettings agency, uses CallSwitch One alongside Askpilot to connect call activity with its CRM, Outlook, Microsoft Calendar and Trello workflows.
Following every call, Askpilot updates CRM records, saves searchable transcripts, creates tasks and schedules follow-up actions automatically, helping keep the whole workflow moving.
The result is hours saved every week across the business, giving the team more time to focus on customers rather than administration.
Already using iamproperty CRM?
The Askpilot integration can help transform every phone call into actionable, searchable and automated workflows that keep your agency moving.
As part of the launch offer, iamproperty customers can claim an exclusive Askpilot offer that includes:
– Exclusive launch pricing and free extra monthly credits
– Free onboarding
– Connecting any business tool Askpilot does not already support, at no additional cost
To learn more about the launch offer and how Askpilot can run your agency’s admin in iamproperty, speak to your Account Manager or request access today.
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