🚀Introduction to SalesRook
Welcome to SalesRook! Designed specifically for estate agents, SalesRook streamlines workflows, automates client interactions, and simplifies data management.
Last updated
Welcome to SalesRook! Designed specifically for estate agents, SalesRook streamlines workflows, automates client interactions, and simplifies data management.
Last updated
SalesRook consists of two powerful tools: SalesRook Core and SalesRook Negotiator. Each tool addresses unique aspects of your daily operations to boost productivity and enhance client management.
SalesRook Core uses AI to automatically qualify and engage applicants, reducing manual tasks and ensuring all leads are thoroughly screened and documented, ready for follow-up.
SalesRook Negotiator integrates WhatsApp with Reapit CRM, making it easy to track conversations, maintain GDPR compliance, and provide team-wide access to client communications.
Together, SalesRook Core and Negotiator offer a seamless solution for estate agents to manage leads efficiently, stay compliant, and focus on building valuable client relationships.
SalesRook Core leverages AI to handle applicant qualification, capturing essential details and automating follow-up, allowing your team to focus on high-priority tasks.
Key Features of SalesRook Core
Automatic Applicant Engagement:
The conversational AI interacts with sales and lettings applicants, asking tailored questions to understand their specific needs.
Sales Lead Identification:
For sales inquiries, the AI identifies if an applicant is selling a property, collects the property address, and prompts immediate follow-up by notifying the relevant branch or negotiator.
Mortgage Inquiry Flagging:
The AI identifies potential mortgage-related inquiries, so your team can prioritize these opportunities as needed.
Qualified Lead Delivery
AI-Generated Lead Summary:
When an applicant is fully qualified, SalesRook Core sends an email notification to the team, summarizing all critical information the AI has gathered. This summary includes key details like applicant needs, property information, and any flags for additional follow-up, allowing agents to start the conversation with all the necessary insights.
CRM Integration and Workflow Automation
CRM Integration:
Qualified applicant data is automatically transferred to your CRM, making it easy to access and manage leads without manual entry.
Email Notifications:
In addition to CRM logging, SalesRook Core’s AI summary is emailed to the team, ensuring your agents are kept up-to-date with new leads without delay.
Always Available, Always Consistent
24/7 Availability: SalesRook Core operates around the clock, managing inquiries as they come in.
Consistent Interactions: With standardized, reliable AI, every applicant receives the same thorough treatment, ensuring consistent data collection and quality.
Corporate WhatsApp Integration
Professional Messaging Platform: Conversations happen through a corporate WhatsApp account branded with your company name and logo, presenting a polished, trustworthy image to clients.
SalesRook Negotiator is specifically designed for estate agents using Reapit CRM, connecting WhatsApp and Reapit for a seamless communication experience that enhances client and team interactions.
Key Features of SalesRook Negotiator
Automatic Customer Identification:
SalesRook Negotiator identifies customers in your Reapit contacts when you start a WhatsApp conversation, pulling up their details, activities, and open tasks.
Real-Time Conversation Logging:
Every WhatsApp conversation is automatically logged in the relevant Reapit activity feed, creating a reliable record accessible to all team members.
Enhanced Team Collaboration and Compliance
Shared Access:
All conversations are visible to the team, providing continuity even if a team member is away. Messages are synced to Reapit, allowing team members to see all interactions as they happen.
Regulated Storage Environment:
By storing conversations in Reapit, SalesRook Negotiator ensures that data is securely stored in compliance with GDPR and AML regulations, minimizing legal risk.
Efficiency and Productivity Gains
Streamlined Workflow:
Integrating WhatsApp and Reapit means no more manual copying and pasting between platforms, saving time and reducing the risk of error.
Enhanced Productivity:
Real-time message syncing lets agents focus on client service instead of data management, improving overall productivity.
SalesRook Core and Negotiator work together or independently to enhance team productivity and streamline workflows. Here’s a quick overview of what each tool provides:
SalesRook Core:
Automated qualification and data capture for sales and lettings inquiries.
Delivery of AI-generated lead summaries via email, ensuring agents have all critical information to start conversations effectively.
Seamless CRM integration to reduce data entry and improve lead management.
SalesRook Negotiator:
WhatsApp integration with Reapit for automatic conversation logging.
Immediate customer data access for informed WhatsApp interactions.
Team access to ensure continuity and transparency in customer communications.
SalesRook Core and Negotiator provide estate agents with powerful tools to manage client interactions efficiently, reduce administrative load, and ensure compliance. Whether you need automated lead qualification or seamless communication between WhatsApp and Reapit, SalesRook is designed to save time, improve teamwork, and let your team focus on closing deals.