Lead tracking
Every lead in one list, each with a next step.
Open house sign-ins, website forms, referrals and calls from your yard sign go into the same list. Each lead shows where it came from, what stage it's at and what you're doing next.
$39 a month per agent after the trial.
Open house
Website
Referral
Yard sign
- GO
Grace Okafor
WebsiteNew lead Next step - LF
Leo Fischer
Yard signShowingTour Sat 1pm - BA
Ben Alvarez
ReferralNew leadValuation visit Thu - PT
Priya & Tom Shah
Open houseOfferCounter due Fri
Three things on every lead.
Open any lead and you see how it reached you, how far along it is and what you said you'd do.
- 1
Where it came from
Sunday's open house at 14 Alder Rd, your website, a past client's referral or the sign on Birch Ln. The source stays on the lead.
- 2
Where it stands
New lead, Showing, Offer or Closed. Move it forward when the deal moves.
- 3
What happens next
A call, a text or a showing, with a date. It shows up on your morning list the day it's due.
Leo Fischer
Buyer, under $400k
- Source
- Yard-sign call 22 Birch Ln
- Stage
New lead
Showing
Offer
Closed
- Next step
- Tour Sat 1pmReminder 9am
How a lead gets on your list.
It takes about as long as saving a contact on your phone.
- 1
Add the lead
Type a name and number when you hang up, or upload Sunday's sign-in sheet as a spreadsheet.
- 2
Tag the source and stage
Pick where it came from. New leads start at New lead, and you move them forward from there.
- 3
Set the next step
Choose a call, a text or a showing and give it a date. Listingdesk reminds you that morning.
Monday morning, after Sunday's open house.
Filter by source to see who came from where. Leads with no next step sit at the top, so you set those first.
Sam & Jo Carter
Buyers, 2 bed
Open house sign-inNew leadSet next stepHannah Lee
Called about 22 Birch Ln
Yard-sign callNew leadSet next stepGrace Okafor
Buyer, near schools
Website formNew leadCall back todayDana Whitfield
Buyer, 3 bed, up to $520k
Open house sign-inShowingBook a second lookPriya & Tom Shah
Buyers, first home
Open house sign-inShowingSecond tour SunBen Alvarez
Seller, 3 bed house
ReferralNew leadValuation visit ThuLeo Fischer
Buyer, under $400k
Yard-sign callShowingTour Sat 1pmMarcus Reyes
Seller, 2 bed condo
ReferralOfferReview offers FriOmar Haddad
Buyer, condo under $350k
Website formShowingTour Wed 6pm
Questions about leads.
Something else on your mind? Email hello@listingdesk.com.
Add one from your phone after a call, or upload a spreadsheet, like the sign-in sheet from an open house. Each lead gets a source tag so you always know where it came from.
Give every lead a next step, starting this week.
Bring your contact list, set your stages and get your first morning list. $39 a month per agent after your free trial.
Photo by Jamie Hagan on Unsplash.