A fixed order instead of guesswork
Six signals determine the order. Enquiries are sorted by age within their priority, tasks and appointments chronologically.
Your dashboard shows where to start today.
Daily Focus prioritises today's important items as soon as you open the dashboard, using data already in the system.
Fixed rules rank enquiries, drafts, tasks and appointments. No additional AI call is needed, keeping the list explainable.
A clear process shows where your input is needed, what the system does and where you review the result.
Daily Focus appears at the top, showing items needing a decision today.
Failed runs come first, followed by unassigned enquiries, approval-ready drafts, overdue tasks and today's appointments.
Each item opens where it can be completed: enquiry, approval, task or appointment.
These capabilities are part of the current product and use the same properties, contacts and work records.
Six signals determine the order. Enquiries are sorted by age within their priority, tasks and appointments chronologically.
Agents see their own cases; assistants see the items relevant to their work.
An enquiry with a finished draft appears under approvals, not also among unassigned enquiries.
Show the appointments still ahead today; past appointments disappear as the day progresses.
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Built for estate agents in Germany, Austria and Switzerland.