Every inquiry, showing, and closing — one relationship record.
Real estate teams work long nurture cycles punctuated by fast transactions. A Vaylo system keeps years of relationship history next to the active deal.
Example workflow
Inquiry
Portal, sign call, and referral leads with source tracking.
Qualification
Timeline, financing, and motivation captured once, visible to the team.
Showing
Appointments, feedback, and follow-up tasks linked to the contact.
Offer
Offer status and key dates drive the transaction checklist.
Closing
Milestones, parties, and documents tracked to close.
Post-close
Anniversaries and check-ins keep the relationship warm for referrals.
Common automations
- New-lead speed-to-contact
- Showing feedback requests
- Transaction milestone reminders
- Post-close nurture and review requests
Example dashboards
- Active pipeline
- Source ROI
- Days in stage
- Past-client touchpoints
Map your real estate workflow
The CRM Blueprint takes about three minutes and recommends a starting path — configure, customize, automate, or combine.