Fello Workflows: Intelligent Automation for Real Estate Agents and Teams

The real estate industry moves fast. Between managing leads, maintaining contact databases, and staying on top of engagement opportunities, real estate professionals often find themselves spending more time on administrative tasks and "work about work" than building meaningful client relationships. That's why we're thrilled to introduce Workflows (officially launching 11/21/2024), our newest feature designed to transform how real estate agents and teams handle their day-to-day operations. This is where engagement meets automation — every click, open, and interaction automatically triggers the right action at the right time.

What Is Fello Workflows?

Workflows is more than just another automation tool — it's your intelligent assistant that never sleeps. Using intuitive "if-then" logic, Workflows automates crucial tasks like field updates, agent assignments, and notifications. Whether it's automatically tagging highly engaged contacts, routing leads to the right agent, or keeping your database clean across multiple systems, Workflows handles it all without manual intervention.

For more specific "how-to" information, check out our Workflows knowledge base article.

Why We Built Workflows

We've been listening closely to our Fello agents, and one message came through loud and clear: Real estate agents need more time to focus on what they do best — serving clients and closing deals. Through countless conversations, we identified several key challenges:

• Teams were spending hours manually updating contact information across different systems
• Promising opportunities were being missed due to delayed follow-ups with engaged contacts
• Lead routing and assignment processes were consuming valuable time
• Managing invalid contacts and maintaining clean databases was becoming increasingly difficult

These pain points weren't just minor inconveniences—they were significant barriers preventing teams from reaching their full potential. We knew there had to be a better way.

How Workflows Transforms Your Operations

Automated Intelligence at Work

Imagine a contact repeatedly engaging with your emails or showing interest in properties. Workflows automatically tags them as 'Highly Engaged' and alerts your team for immediate follow-up. No more manual monitoring or missed opportunities.

Seamless System Integration

Whether you're using Follow Up Boss, Sierra, or any other real estate CRM systems, Workflows ensures your contact information stays synchronized across all platforms. Updates happen automatically, keeping your database clean and accurate without lifting a finger.

Smart Lead Management

When a new lead arrives, for existing contacts, Workflows can automatically assign it to an agent based on predefined. Whether it's by lead source, property interest, or other factors, leads are instantly routed to the right agent, ensuring faster response times and better conversion rates.

The Benefits Are Clear

• Time Liberation
  • Eliminate manual data entry and routine updates
  • Free up your team to focus on client relationships
  • Automate repetitive tasks that consume valuable time
• Enhanced Accuracy
  • Reduce human error in data management
  • Maintain consistent information across all systems
  • Ensure proper lead routing and follow-up
• Business Growth
  • Respond faster to potential opportunities
  • Never miss an engaged contact
  • Scale your operations without scaling complexity

Looking Ahead

Workflows represents a significant step forward in our mission to help real estate agents and teams work smarter, not harder in finding more seller leads and getting more listings. By automating routine tasks and streamlining operations, we're enabling you to focus on what truly matters — building relationships and growing your business.

Ready to experience the power of automation? Workflows is now available to all Fello customers, right in your dashboard. Log in to your account and discover how much more your team can achieve when manual tasks are handled automatically.

Not a Fello agent (yet)? Book a demo to see Workflows (and Lead Score, Real Sellers, Segment Watch, pre-built marketing campaigns, etc.) in action.