A buyer brief with depth
Keep contact details, budget, purchase timing, property preferences, source and qualification alongside the assigned salesperson and deal stage.
Alex Morgan · Website
Every enquiry deserves a next step.
Give buyer conversations a stage, an owner and the context to move forward.
Lead received1
Communication1
Tour signup1
Part of the REX-OPS property-sales workflow
Units, buyers, presentations and the next sales action work together, with the automations and connections your process needs.
The work behind the workflow
Pick up the conversation with the full picture.
A buyer has shared a budget, asked about a unit, replied by email and continued on WhatsApp. The next person needs that history before they can help.
REX-OPS brings the buyer brief, stage, responsible person, conversations and next action into one lead card. Your team can follow the opportunity without rebuilding its story.
From property to conversation
Keep the next conversation in view.
STEP 01
Understand the buyer
Review their source, budget, requirements, contact preference and current stage.
Select a step to follow the record.
Alex Morgan · Website enquiry
- Buyer
- Alex Morgan
- Source
- Website
- Stage
- Lead received
Next to review: read the conversation
A lead record and partner registration have distinct workflows and access rules.
Inside CRM & deals
Follow the lead into the next action.
Explore the demonstration workspace. Use its controls to inspect the records and context behind the workflow.
The whole conversation. The next action.
Keep the brief, connected communication, AI assistance and the responsible person beside the enquiry.
Product illustrations · Synthetic records and project imagery. Available tools and connections are configured for your operation.
What to look for
The detail makes
the difference.
Explore the example above, then consider the records and responsibilities your team needs.
Email and WhatsApp context
Compose email from the lead card, open the buyer’s WhatsApp conversation and review linked message history through configured connections.
Lead received → next stage
Tasks, viewings and evidence
Keep follow-up tasks, calls, meetings, notes and attachments with the buyer record, so handovers include the work already done.
Confirm property requirements
AI summary and next action
Review a concise account of the lead history, scoring, intent and suggested next step without leaving the buyer context.
Review the enquiry before allocation
Take the workflow into a more detailed review.
Read the workflow guideConnected capabilities
Keep the work connected to the sale.
Follow this capability into the next part of your REX-OPS process.
CRM & deals
Before you bring the team in
Talk to the teamREX-OPS · CRM & deals
Walk through a real sales conversation.
Bring your enquiry sources and sales stages. See how buyer context, properties and follow-up work together in REX-OPS.
A personal demonstration of REX-OPS.
YOUR PRODUCT DEMO
- 01Trace an enquiry from its source
- 02Map ownership, stages and next actions
- 03Connect the buyer brief to property context
See the product at work.
In your sales context.