01
Lead Management
Capture, qualify and route every opportunity into one working queue.
THE REVENUE OPERATING SYSTEM FOR REAL-ESTATE TEAMS
REAL ESTATEREVENUE,ORCHESTRATED.
ESTAVYN connects leads, client intelligence, properties, viewings, deals and daily action in one operating system, so every opportunity keeps moving and nothing depends on memory.
Today in the pipelineExample workflow
- New leadCaptured from a web enquiryNew
- Viewing scheduledConfirmation drafted for reviewToday
- Offer receivedWaiting for human reviewIn review
- Follow-up dueNext best action is readyDue
- 01Lead
- 02Understand
- 03Match
- 04Shortlist
- 05View
- 06Negotiate
- 07Close
- 08Learn
THE OPERATIONAL PROBLEM
Revenue is rarely lost in one place. It leaks between them.
Most real-estate teams already run a CRM, a portal feed, a messaging app and a spreadsheet. The gaps between those tools are where enquiries go cold, context is forgotten and deals lose momentum.
- 01
Scattered demand
Enquiries arrive on channels that do not share context.
- 02
Lost context
What a client wants lives in one agent’s memory.
- 03
Uneven follow-up
The next step depends on individual discipline.
- 04
Late visibility
Managers see a stalled deal after it has cooled.
THE PLATFORM
One operating system for the full revenue journey.
From first enquiry to lasting client relationship, ESTAVYN keeps people, properties and process in the same place, so the work one person starts is work the whole team can continue.
- 02
Client Intelligence
A living record of what each client wants, has said and needs next.
- 03
Property Matching
Relevant properties from stored requirements, assembled into shortlists.
- 04
Viewings & Follow-up
Plan viewings, capture outcomes and recover the follow-up that slips.
- 05
Deal Room
Stage movement, offers, negotiation context, risk and approvals in one place.
- 06
Revenue Intelligence
Operational signals and manager actions drawn from your own records.
THE REVENUE SPINE
From opportunity to outcome.
One connected workflow. Each stage hands its context to the next.
- 01
Lead
Capture and qualify
- 02
Understand
Build client intelligence
- 03
Match
Find relevant properties
- 04
Shortlist
Share and collaborate
- 05
View
Schedule and track
- 06
Negotiate
Manage offers and terms
- 07
Close
Complete and hand over
- 08
Learn
Turn outcomes into insight
CLIENT INTELLIGENCE
Every conversation becomes usable intelligence.
ESTAVYN keeps a living record of what matters about each client, and is explicit about how it knows it, so your team always has a next step it can trust.
- Preferences
- Property type, location, lifestyle needs
- Objections
- Concerns, conditions, deal blockers
- Budget context
- Range and financing, from the client’s own inputs
- Readiness
- Stage, intent, likelihood
- Timeline
- Move date, urgency, key milestones
- Next best action
- A clear, reviewable recommendation
Client IntelligenceExample workflow
- FACT
Stated by the client and recorded with its source.
- ASSUMPTION
Inferred from context. Flagged for confirmation, never treated as fact.
- SOURCE GAP
Known missing information, surfaced rather than guessed.
Next best action. Proposed from what is recorded, and always reviewable before anything is sent.
BOTH SIDES OF THE MARKET
Built for every real‑estate journey.
Different goals, one connected system.
Buyer / Investor
From first search to final decision, ESTAVYN helps your team understand, match and move forward with confidence.
- Unified client profile
- Relevant property shortlists
- Affordability context from your own inputs
- Structured communications
- Clear next steps
Seller / Landlord
From listing intake to renewal, ESTAVYN helps your team present well and stay in control.
- Streamlined listing intake
- Listing quality checks from stored data
- Campaign and enquiry planning
- Renewal and expiry attention
- Portfolio visibility
MANAGEMENT CONTROL
See where revenue is moving, and where it is stuck.
One view of pipeline, people and process, so managers can act early, remove blockers and keep deals moving.
- Pipeline and stage visibility
- Approvals and deal governance
- Overdue follow-up and no-show recovery
- Team activity and coaching support
- Manager action queue
PipelineSchematic, not live figures
- Leads
- Qualified
- Shortlisted
- Viewing
- Negotiation
- Closed
SECURITY & CONTROL
Intelligence under control.
Assisted drafting and insight, with human judgment in charge. ESTAVYN keeps data, outputs and decisions permissioned, auditable and reviewable.
- 01
Evidence
Start from recorded source information
- 02
Draft
Prepare an insight or a message
- 03
Human Review
Check, correct and refine
- 04
Approval
Authorise it for use
- 05
Action
Share, notify or proceed
- Client-safe sharing
- Full audit trail
- Role-based permissions
- Reviewable outputs
- Governed workflows
Build a real-estate operation that remembers, responds and improves.
ESTAVYN gives your team the clarity and control to turn more opportunities into lasting value.
REQUEST A DEMO
See ESTAVYN with your own operation in mind.
Send a request and the workspace owner will get in touch. Your details are recorded as an access request inside ESTAVYN. Nothing is shared with a third party.