Automate Your Inbound Calls So You Are Most Prepared | Workflow 2
System allows you to know exactly who is calling and why
Phone Rings..
You answer
This is Jerry Graham, I am returning your call
Oh, can you tell me your address…
No! You Called Me! What Do You Want?
Does this sound at all familiar?
This situation costs you money, alot of money because you have just let the prospect know that they aren’t really that important to you..
They are just another name on your list… Let’s fix this for you right now, ok!
Inbound don’t happen often, but when they do, you must be ready for them.
Nothing worse than someone calling you back from a prospecting email, only for you to have no clue who they are or what their situation is.
Every deal, every relationship, every chance to move the ball forward starts with somebody picking up the phone either when you call them or when they call you back.
The problem is, too often those calls come in at the wrong time.
You’re in a meeting, driving between showings, or just plain unavailable.
And that missed call? It could’ve been a tenant ready to tour space or an investor about to write a check.
How many times has that happened to you this month?
That’s where this inbound call workflow comes in.
Think about it like a virtual assistant that never drops the ball.
When a call comes in, the system can instantly filter it, alert you, and make sure the right follow-up is already in motion.
You’re not scrambling to figure out who called or digging through your voicemail later.
Instead, you’ve got context in front of you before you even call them back.
And here’s where it gets powerful for CRE professionals: you can decide how you want the workflow to behave.
Don’t want to be interrupted in the middle of a pitch? Route the call straight to voicemail, then have the system shoot you a text and log it into your CRM.
Prefer to take calls live? Have it forward directly to your cell with the caller’s info popping up so you know exactly who’s on the line.
And if you like to lock down meetings quickly, the system can even send a calendar invite the moment the call ends.
That’s a massive time saver.
No more chasing people with three emails back and forth just to book a 15-minute call.
The other hidden win? Consistency.
Every inbound call gets the same treatment.
Whether it’s a mom-and-pop tenant or a private equity investor, they feel like you were ready for them.
That creates trust.
And in our world, trust is what opens doors to bigger deals.
I look at it this way: inbound calls are opportunities, not interruptions.
This workflow makes sure you never miss one, never lose one, and always make the right impression.
For brokers, it keeps your pipeline moving.
For investors, it keeps your capital sources and sellers warm and responsive.
And for anyone juggling too many things at once, it gives you back control.
That’s the killer feature right there.
Automation isn’t about replacing the personal touch — it’s about making sure your personal touch always lands at the right moment.
Set it up once, and you’re free to focus on conversations that actually close business.