A consultation, from first inquiry to calendar
A prospective client asks about a service. The employee uses approved service information, checks a connected calendar, and prepares the booking and client record. Your intake rules determine the steps and handoffs.
A reply with the right context
A new inquiry enters your CRM. The employee reads the conversation, drafts a relevant reply from approved company information, and routes the draft to your team for review.
A maintenance request, ready for coordination
A tenant reports an issue. The employee gathers the property context, prepares a structured work order, and hands it to the coordinator with the original request attached.