Solutions · Real estate

"Who called the warehouse enquiry back?"The next one won't wait.

Enquiries arrive from portals, your website and WhatsApp. Agents call from their own phones, follow up from their own chats, and the agreement lives in someone's email. Pitch2Sale puts the enquiry, every call and message, the property and the signed agreement on one record.

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Calling, WhatsApp, SMS and workflows on Essentials, Growth and Scale; property records and AI voice agents on Growth and Scale

"Which agent has the Northwind enquiry?""Did they get the brochure?"
Enquiry to agreement

From first enquiry to signed agreement, on one record.

Scroll to move Northwind Traders from a portal enquiry to a signed agreement and a fee invoice. Each step starts from what the last one left behind.

LeadNew

Northwind Traders

SourceListing portal
Duplicate checkPhone
OwnerTom Fischer
EnquiryThe portal's email or form posts to a webhook; the lead lands deduplicated.
CallInterested

First call

RecordingSaved
CallbackToday, 16:00
NextSend brochure
First callTom calls from the lead; outcome and callback are logged.
PropertyAvailable

Unit 7, Harbour Park

Listing Price$2.4M
Size20,000 sq ft
Interested leadNorthwind Traders
ShortlistThe properties Northwind wants sit as property records that point at the lead.
ContractSigned

Agreement · Unit 7, Harbour Park

PartiesNorthwind Traders
Signed inClient portal
AgreementThe agreement is generated, and Northwind signs in the client portal.
InvoicePaid

INV-0088

Agency fee$36,000
Paid viaStripe
FeeYour fee is invoiced; Northwind pays online.

Busy week? An AI voice agent can call new enquiries back within your calling hours, and a workflow can text or email them the moment their status changes. Calls outside a contact's local calling window ask the agent for a logged reason first.

A week at a real estate team on Pitch2Sale

Monday's enquiry is Friday's signature

Acme Sales Co. leases and sells commercial space. Here is one week with Northwind Traders, start to finish.

MonEnquiry

A portal enquiry becomes a lead

Northwind's enquiry arrives through a webhook from the listing portal. It lands on Tom's list, and he calls from the lead within minutes, logs Interested and books a callback.

Inbound webhooksCalling
Tom Fischer
TueFollow-up

Brochure, by the channel they use

Tom sends the brochure over WhatsApp from the company number and a viewing reminder by SMS. Both sit on the lead's timeline.

WhatsAppSMS
Tom Fischer
WedViewing

The overseas director joins

Northwind's director calls in from abroad. Tom turns on live translation, one of 43 languages, and the call is recorded with an AI summary.

CallingLive translation
Tom Fischer
ThuShortlist

Properties, not just people

Raj adds the two units Northwind liked as property records with price and size, each pointing at the lead, and pins a smart view of every hot enquiry this week.

Custom objectsSmart views
Raj Malhotra
FriAgreement

Signed, and the fee raised

Nina generates the agreement from a template and Northwind signs in the client portal. The fee invoice goes out the same day.

ContractsInvoices
Nina Alvarez
Jobs you hire it for

Three jobs, and the features that do them

JOB 01

Answer every enquiry before a competitor does

When an enquiry comes in, you want it in front of the right agent straight away, and called back even when everyone is out on viewings.

Inbound lead webhooksPoint portals, forms or lead-gen tools at a URL. Leads are matched by email or phone so repeat enquiries don't duplicate.
Lead distributionHand a batch of enquiries out to your team round-robin, or reassign them in one go.
Inbound call routingRing groups ring the team at once, in turn or round-robin; routing rules send callers to the right agent by lead status or owner.
AI voice agentsLet an AI agent place the first call to a new enquiry, inside quiet hours, on your own Retell account. Growth and Scale.
JOB 02

Keep buyers warm on the channel they use

When a buyer prefers WhatsApp, or speaks another language, you want to follow up there without losing the history.

WhatsAppA shared company number and personal numbers per agent. New WhatsApp chats can create leads automatically.
SMS with templatesText from the lead with saved templates and delivery status.
Live translationCall overseas buyers and investors in 43 languages from the same dialer.
Callbacks and calling hoursSchedule callbacks from the call and get reminded. Calls outside the contact's local calling window need a logged reason.
JOB 03

Track the property and the paperwork, not just the person

When a deal gets serious, you want the property details, the agreement and your fee in the same place as the conversations.

Property recordsBuild a Property object with your own fields, like listing price and size, and point each record at a lead. Growth and Scale.
Smart viewsSave and pin filtered lists, like hot enquiries this week, with live counts.
Agreements with e-signatureGenerate agreements from templates and collect signatures in the client portal.
Fee invoicesInvoice your fee and take payment online with Stripe or Razorpay.
Time back

What copying enquiries costs you

Every enquiry gets copied from an email into a list, and every call gets written up afterwards. Set your own numbers.

● Illustrative only

This is arithmetic on your inputs, not a measured result from Pitch2Sale customers. It assumes every enquiry that arrives by webhook and every call that is logged on the lead would have taken the minutes you set.

Estimated hours not spent on admin
15 h / month

150 × (4 + 2) min ÷ 60

That's time back for the next viewing. Your real number depends on how your team works today.

Customer story

How a brokerage stopped losing portal enquiries

“Enquiries sat in a shared inbox until someone remembered to call.”
Director, [Brokerage name] · [City]placeholder: case study not yet written
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Minutes from enquiry to first call placeholder

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Tools replaced placeholder

Read the storyplaceholder
Before you switch

Straight answers

Does it connect to MLS or the listing portals?

Not directly. There are no portal or MLS connectors today. If a portal or your form tool can send a webhook, enquiries arrive as leads automatically; otherwise import them from CSV.

Can I publish listings or a property website?

No. Pitch2Sale tracks properties as records for your team; it does not publish them.

Can it split commission between agents?

Not today. You can invoice your fee, but commission splits and agent payouts are not built.

Which plans include this?

Calling, WhatsApp, SMS, sequences and workflows are on Essentials, Growth and Scale. Property records (custom objects) and AI voice agents are on Growth and Scale.

Answer it, show it, sign it.
From one record.

Get started and connect your enquiry form today, or let us walk your team through it.

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