HOW PROPVERA WORKS

One connected workflow
from enquiry to conversion.

Propvera connects lead capture, AI classification, follow-up management and pipeline tracking so your team knows what came in, what matters and what to do next.

THE WORKFLOW

Four connected steps.

Each module uses the same lead data, so information moves through Propvera instead of being re-entered across separate tools.

◎01

LeadFlow

Capture the enquiry

A lead enters Propvera through a public lead form or is added manually by an agency team member.

✓

Capture contact information

✓

Store property details

✓

Record enquiry type

✓

Keep leads organised

→
✦02

ClassifyAI

Understand the lead

ClassifyAI analyses the lead information and helps the team quickly understand the opportunity.

✓

Lead temperature

✓

Priority

✓

Intent

✓

Contact type

→
↗03

FollowUp

Take the next action

Propvera uses the classification to help organise and prioritise follow-up activity.

✓

Schedule follow-ups

✓

Follow-up recommendations

✓

Track overdue activity

✓

Complete or cancel schedules

→
▦04

LeadBoard

Track the opportunity

Move leads through the pipeline and see where each opportunity currently stands.

✓

New

✓

Contacted

✓

Follow Up

✓

Qualified

✓

Booked

✓

Converted

EXAMPLE

What happens when a new landlord enquiry arrives?

NEW ENQUIRY

James Walker

“I own two rental properties and I'm looking for a new property manager within the next week.”

LandlordProperty ManagementWithin 7 days
LeadFlowLead created
ClassifyAIHot • High Priority
IntentLandlord seeking a new property manager
FollowUpRecommended: Tomorrow
LeadBoardNew → Contacted → Qualified

WHY IT MATTERS

Less guesswork around what happens next.

✓

One source of lead data

Lead information stays connected across the Propvera workflow.

✓

Faster prioritisation

ClassifyAI helps teams quickly identify stronger or more urgent opportunities.

✓

More organised follow-up

Follow-up activity stays visible instead of being scattered across notes and reminders.

✓

Clear pipeline visibility

LeadBoard gives the team a simple view of where each opportunity stands.

PRIVATE BETA

See how Propvera could fit your agency's workflow.

Apply for private beta access and help shape the product before public launch.

Apply for Beta