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Business setup · Professional services

Real estate agency

Buyers, sellers, tenants and landlords in one pipeline, seller documents by link, commission proposals and every enquiry answered with the right listings.

Use in EraAll templates
modules
9
agents
3
workflows
3
sample services
4
site pages
4

What Era prepares for this business

For a real estate office selling and renting homes: every enquiry from the website, portals or a sign is a lead with its budget, district and rooms on the card; it moves through needs, viewings, offer and deposit to the deed or the lease; sellers upload the title deed, occupancy permit and earthquake insurance from one link; the service fee is set out in a proposal; and the week’s viewings and price updates arrive as tasks.

Modules9

  • Sales
  • Document requests
  • Quotes
  • Campaigns
  • Website
  • Forms
  • Dashboards
  • Workflows
  • AI

Agents3

  • Lead qualifier

    Asks every new enquiry for budget, district and rooms and routes it to a consultant.

  • Seller documents

    Collects the seller’s deed, DASK and permit and tells the consultant when the file is ready.

  • Viewing follow-up

    After a logged viewing call, asks the buyer for feedback and suggests similar homes.

Sample services and prices4

Comes with the setup; swap in your own prices.

Sale listing marketing package₺0
Rental management (8% of monthly rent)₺0
Professional photo and video shoot₺4,500
Valuation report arrangement₺3,500

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Real estate agencyAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Document requests
    • Quotes
    • Campaigns
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Lead qualifierReady
    • Seller documentsReady
    • Viewing follow-upReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Real estate agency

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era