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Multi-User Agency Operations

Manage Your Real Estate Agency's
Leads and Sales Team in One CRM

Agencies juggle multiple advertising channels, dozens of sales agents, and hundreds of incoming property inquiries. Smattio provides agency owners and team leaders with complete operational visibility, automated distribution, and performance tracking.

Multi-Tier Team Hierarchies Automated Round-Robin Routing SLA Reassignment for Inactive Leads Cross-Portal Deduplication
The Management Dilemma

What Agency Leaders Need to Know Every Day

Managers need to know which leads are being worked, which follow-ups are due, and how each salesperson is performing. Without software automation, agency leadership operates in the dark.

Management Blind Spot

Which Leads Are Being Worked Right Now?

Ad spend delivers dozens of buyer inquiries daily. If an agent delays calling or leaves inquiries untouched, prospects turn to rival agencies before a team leader even realizes the delay.

Smattio Lead Activity Timelines

Track real-time lead status updates. Team leaders see exact first-contact timestamps, outbound call records, and stage progressions as they happen.

Management Blind Spot

Which Follow-Ups Are Due or Overdue?

With hundreds of active prospects across twenty sales executives, overdue reminders go unnoticed until deals slip away permanently.

Agency Follow-Up Matrix

Team leaders can inspect team-wide Today and Missed follow-up queues, identify overdue commitments instantly, and reallocate tasks when agents are overloaded.

Management Blind Spot

How Is Each Sales Representative Performing?

Manual agent reviews rely on verbal claims or self-reported Excel sheets that often mask low activity or cherry-picked lead behavior.

Objective Agent Closing Leaderboards

Compare sales reps across concrete metrics: outbound call volumes, site visit booking rates, average first-contact time, and final unit closures.

Management Blind Spot

Are Portals Generating Overlapping Duplicate Leads?

When running campaigns across 99acres, Magicbricks, and Meta Ads, the same buyer often submits forms on multiple portals, triggering conflicting calls from different agency reps.

Intelligent Cross-Source Deduplication

Smattio identifies matching mobile numbers across portals instantly, merging new inquiries into the primary lead card and notifying the existing assigned salesperson.

Agency Operations

Agency Lead Distribution & Escalation Lifecycle

How Smattio enforces team discipline from campaign delivery to executive reporting.

Step 01
Multi-Source Campaign Ingestion
→
Step 02
Duplicate Check & Team Assignment
→
Step 03
Agent Outreach & SLA Response Timer
→
Step 04
SLA Auto-Reassign If Neglected
→
Step 05
Manager Dashboard & Channel ROI
Agency Platform Pillars

Engineered for Multi-Agent Real Estate Companies

Robust controls, transparent distribution, and actionable team management tools.

Multiple Sales Users & Teams

Structure users into sales divisions, project sub-teams, and management tiers with strict role permissions.

Rule-Based Lead Distribution

Distribute leads by agent attendance, current workload, project specialization, or round-robin rotation.

SLA Auto-Reassignment

Establish agency response standards. If an executive does not call within your specified window, reassign the lead automatically.

Call Activity Oversight

Monitor outbound call frequency, connected call minutes, and logged dispositions across all executives in real time.

Team Follow-Up Visibility

Ensure no client commitment falls through the cracks by checking team-wide overdue tasks directly from the manager dashboard.

Lead Source & Campaign ROI

Identify which advertising portals deliver actual site visits and revenue, allowing agency directors to optimize marketing budgets.

Lead Source Connectivity

Connect Your Agency Advertising Channels

Route buyer enquiries from 99acres, Magicbricks, Meta Lead Ads, and WhatsApp straight to your sales roster.

Direct Sync

Meta Lead Ads

Capture buyer enquiries instantly from Facebook and Instagram sponsored property ads via real-time webhooks.

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Direct Sync

WhatsApp Cloud API

Trigger verified brochure templates, automated welcome messages, and instant rep alerts via official Meta Cloud API.

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Open API Webhook

99acres & Magicbricks

Ingest property portal enquiries automatically with secure token authentication and project mapping without CSV exports.

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Agency Questions

Frequently Asked Questions for Real Estate Agencies

Smattio allows agency administrators to structure sales users into dedicated teams or project divisions with designated team leaders. Leads can be assigned based on project specialization or evenly distributed via automated round-robin.
Smattio executes real-time duplicate checks on incoming phone numbers across all lead sources. If an existing contact card matches, the new interaction is appended to that record without creating a duplicate or assigning a second agent.
Yes. Smattio features SLA auto-reassignment rules. If an assigned sales representative fails to contact a new lead or log disposition within your specified timeframe (e.g., 30 minutes), the system automatically pulls the lead and reallocates it to the next available rep.
Smattio delivers comprehensive analytics covering outbound call volumes, first-contact response velocity, follow-up adherence, site visit conversion rates, and closed deal volume by salesperson and lead source.

Scale Your Real Estate Agency with Total Visibility

Empower your sales executives with structured queues while maintaining complete management oversight with Smattio.

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