A clear maintenance record with dated reports, photos, approvals and tenant confirmation helps landlords and managing agents resolve…
7 August 2026 · Media Team · 3 min read
Most agencies have a CRM, but many agents still keep leads in WhatsApp chats, notebooks and memory. The problem is not the CRM; it is getting information into it. Integration fixes that by capturing leads automatically.
Every conversation creates or updates a contact with the source, property of interest and qualification answers.
Call summaries from your voice agent are logged against the right contact automatically.
Viewings and valuations booked by the assistant appear in agents’ calendars and on the CRM record.
Deal stages from offer to registration are tracked and can trigger client updates.
ONE TIMELINE PER CLIENT
The goal is a single view of each client: every enquiry, conversation, viewing and deal in one place, whichever agent handled it.
Begin by connecting your highest-volume channel, usually website and WhatsApp enquiries. Add calls and calendars next. Custom integrations with less common CRMs can follow.
Accurate data means accurate reporting: lead sources, response times, conversion rates and agent performance, without chasing spreadsheets.
Our Workflow Agents connect the Listing Assistant, Voice Agent and PropConnect to your calendars and CRM. Custom integrations are scoped and quoted before work begins.
FREE 15-MINUTE DEMO
Tell us where leads slip through. We will show you exactly which CloudST agent fixes it, on your listings, your areas and your workflow.
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