CRM setup for seller lead management
A breakdown of how we helped a UK property business move from scattered lead activity to a more structured acquisition system.
Client type
Deal sourcer / property acquisition business
Market
UK deal sourcing
Main problem
Seller leads were being managed across spreadsheets, messages and memory, making follow-up inconsistent and hard to track.
Services used
Sourcer OS · Pipeline design · Automation · Reporting
Build type
CRM and automation implementation
Status
Live · team using daily
The problem
Seller leads were being managed across spreadsheets, messages and memory, making follow-up inconsistent and hard to track. The team had no shared view of what was happening with each lead.
What was leaking
- Leads sitting in different places
- No proper nurture process
- Manual follow-up
- No lead source visibility
- No structured pipeline
The system we built
Attract
Existing lead sources consolidated into a single inbound flow into the CRM.
Filter
Standardised lead fields, qualification tags and AI-assisted first response.
Systemise
Pipeline stages, task reminders, automations and reporting that show what is moving and what is stuck.
The system we built
A snapshot of how the client moved from scattered activity to a connected acquisition system.
Before
Disconnected activity
Attract
Existing lead sources consolidated into a single inbound flow into the CRM.
Filter
Standardised lead fields, qualification tags and AI-assisted first response.
Systemise
Pipeline stages, task reminders, automations and reporting that show what is moving and what is stuck.
After
Clearer pipeline
How the journey worked
The outcome
Created a single source of truth for seller leads
Replaced manual tracking with a CRM-backed pipeline
Improved visibility of lead source performance
Made follow-up consistent across the team
Specific figures are intentionally not stated here. Results vary depending on area, offer, market conditions, ad spend, follow-up and the quality of the client's proposition.
What changed for the client
The team stopped losing leads in inboxes and spreadsheets. Every seller now has a stage, an owner and a next action, with reporting to back it up.
Want to build a system like this for your property business?
Book a strategy call and we'll map where your current acquisition journey is leaking attention, trust or follow-up.