It’s a difficult time for sales negotiators and securing the most important leads across your valuation funnels is more crucial than ever. Whether they’ve come through your online portals, ad campaigns, Google or Bing, social media adverts, or your own website, keeping track of all your leads is hard enough. However, giving your team the ability to prioritise the most important leads is the key to your success. 

How long do your negotiators spend on unanswered phone calls? Lead management tools make sure your team can get in touch faster, can see which leads require action or follow up, can easily contact out of hours prospects, but most importantly, they bring all your contacts into one, easily manageable, place.

Equipping your sales team with lead management tools can give your negotiators the accountability and ownership to help your estate agent flourish. From the negotiators reaching out to the most valuable leads, to management making sure every lead is dealt with suitably, a lead management tool makes sure processes are maintained and managed thoroughly. Callwell gives your negotiators the power to instantly prioritise your leads, so they’re not wasting their time finding out which leads are most important. 

Do you have a way to track your team’s performance?

 

 

It might seem difficult to get measurable and actionable data on your team – and you might think it isn’t worth the hassle. But the average response rate to emails from portals in the UK is less than 25%… that’s three-quarters of all leads getting missed. Whereas with Callwell, our clients consistently reach response rates of over 85%, making sure you don’t lose any business unnecessarily.

Callwell is the lead management toolbox created by sales and lettings agents for sales and lettings agents. Its catalogue of features equips your negotiators with tangible processes for organising, analysing, and responding to any and all leads, so you can see the best results for your business.

Sales agents can benefit from Callwell’s ability to:

  • Collect data on every point of contact, keeping leads visible and negotiators accountable
  • Show who has yet to be called, who has spoken to your negotiators and how far along in your processes they are
  • Instantly organise leads and push your priorities straight to your negotiators
  • Instantly follow up on valuable leads at the press of a button
  • Prioritise out-of-hours leads so you get to them before your competitors do
  • Instantly search through interested, qualified leads if someone should back out

Instant follow-up for valuation enquiries

In the current market, where interest rates are still high, pricing is in a dip, and many people are holding off selling, you need to make sure those enquiries that are looking to sell their property get immediate, great service from your negotiators.

Callwell gives your sales team the ability to make the most out of every opportunity that comes in. You never get a second chance to make a first impression, and after a lead is automatically qualified, approaching them quickly means your negotiators can focus on giving the enquirer great customer service. It’s these initial conversations that will shape your customers’ thinking about you and so making sure discussions are not bogged down with a series of questions, one after the other, means that conversation can be a lot more personable.

 

First impressions are everything

Selling a house is one of the biggest financial decisions a person can make, and making sure your negotiators are giving their best service to customers helps your business leave a lasting impression on your leads. Callwell’s Auto Response feature means that as soon as an email enquiry comes in from one of your online sales channels, Callwell instantly alerts your negotiators and lets them call the enquirer back in seconds. That speed doesn’t just help you secure leads; the instant response will reinforce that your customers are important to you.  

This doesn’t mean every lead your sales team gets is equally useful, from valuations to house viewings to simply asking for more information on a property, you probably don’t want the phone ringing for every enquiry. That’s why Callwell lets you choose which enquiry types you want to prioritise.  

 

Get ahead of the competition

Clear priorities for your office hours are vital, but not all your leads come in during the day. In fact, 50% of leads come in between 6pm and 9am and those enquirers will have likely reached out to your competitors’ offices as well. Quick responses and well-thought-out prioritisation mean you can make sure you beat the competition. Callwell gives your negotiators the ability to instantly follow-up with overnight leads at the push of a button. 

As a lead management tool, Callwell might help you secure your most valuable leads instantly, and it doesn’t just give your negotiators the ability to track leads – it gives you the ability to track your team’s performance with tangible, actionable data, so you can have complete transparency over your business. 

From macro analytics such as which sales channels are consistently bringing in your best leads, to micro insights such as how quickly your negotiators are getting back to leads, Callwell gives you a deeper understanding of your business allowing you to spot opportunities for growth.

These insights help you know where profits are best spent and with Callwell’s ROI Calculator, meaning you can uncover where you are excelling and where the opportunities for further success lie.

Empower your staff and your managers to kick your business into overdrive. 

With over 10,000 sales and lettings branches already using Callwell, it’s likely that other agents are already taking advantage of the effective tools it provides at the negotiator and business owner level alike. If you don’t want to get left in the dust, contact us today and we can show you everything Callwell is capable of.

Enquiry alerts

Callwell Alerts allows you to notify key personnel, by email, if a lead has not been called by the local branch. The alerts are easy to setup by your company administrator.

Examples of alerts commonly used:

  • Any enquiry not called back within 1 hour - Branch manager receives email.
  • Branch managers receiving an alert if the Callwell Score below a set threshold.
  • Business owners receive an alert if the Callwell Score falls below a very low threshold.

Callwell Alerts are included as part of your Callwell Pro package.

Scheduled calls with Morning Caller

Approximately 50% of leads are received between 6pm and 9am the next morning and generally, we are at our most productive during the first 90 minutes of our working day. Which makes it even harder to call all your over-night leads before your competitor.

Callwell's Morning Caller schedules your over-night enquiries to start calling your branch at 10 minutes after your Callwell opening time and then one lead will call every 10 minutes from that point onwards.

Ensuring you and your team deal with those hard to come by leads quickly and efficiently, while maximising your ability to carry out business.

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Inbound calls and ad tracker

Callwell does a brilliant job in helping agent with lead management of their portal and web email enquiries, but what about the Phone Calls?  

Callwell can also help with these.  We give you a dedicated number you can use for the portals and your own website leads.  This can be the same number or a dedicated number for each if you want to see the volumes and quality from each.  This number connects to your branch number or a mobile number if you wish. 

The call shows in your Callwell Enquiry Screen in the same way as an email.  If the caller has also emailed then we can show you caller details.  Then simply answer the phone in the usual way.  

From this system you can also send SMS text auto responders, follows ups and ask additional questions.  

Just another helpful tool from Callwell - allowing you to make that first great impression, first time every time.  

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Email integrations

Send automated messages through our integration with Mailchimp.

ROI indicator

Our ROI indicator is clever! Used on a regular basis, this feature will help you understand exactly what you are getting from the portals you use.

For example, if you upload the details of the completions last month, the amount each ‘deal’ is worth and the amount paid for the source or portal, our report will show you your ‘Return on Investment’.

Your report will be stored on Callwell and can be retrieved at any time. The report is designed to be printed as a PDF for management or board meetings (or perhaps meetings with your portal provider!).

Team insights

Callwell team insights provides you with the ability to review the individual KPIs of each staff member in real time. For each individual the Performance screen shows:

  • Callwell score: The Average Callwell Score achieved
  • Enquiries: Number of enquiries the individual has clicked to ‘claim’
  • Calls (attempted) and (successful): The total number of each type of call
  • Total call time and average call time: Total time spent on calls and the average time for each call
  • Average review score: Where reviews is switched on the average star rating for reviews received

Performance included as part of your Callwell Pro package.

Live management reporting

Live Management Reports provide you with headline statistics and ensure you never lose touch of branch activity. We will provide you with a URL link that instantly presents  the number of leads received, broken down into enquiry types.

Within seconds you can filter out your valuation numbers and check whether contact has been made. This not only highlights leads received during working hours, but will give you detail on contacts made to those out-of-hours enquiries.

Scoring and leaderboards

Real-time customer service leaderboards

Callwell Score – each lead is given 1,000 point, a point is lost during working hours for every minute a lead is not both claimed or called, only a successful call will count. 

Callwell Scoring is optional and can be turned on or off. Your team can view a Callwell Score league table in real-time, at branch level and area level, leveraging their competitive nature to drive improved customer experience.

Your senior management can benchmark the overall Callwell Score against that of competitors, see Company Report. The performance of individual colleagues can be viewed, in the team insights report.

Statistics dashboard & reports

We provide real-time data analysis through Callwell's dashboard to help you manage your performance.

Missed enquiry alerts

Callwell Alerts allows you to notify key personnel, by email, if a lead has not been called by the local branch. The alerts are easy to setup by your company administrator.

Examples of alerts commonly used:

  1. Any enquiry not called back within 1 hour - Branch manager receives email.
  2. Branch managers receiving an alert if the Callwell Score below a set threshold.
  3. Business owners receive an alert if the Callwell Score falls below a very low threshold.

Email and SMS auto responders

Callwell auto responders help you stay in contact with you customers 24/7.

As soon as the customer makes an enquiry, they receive an email or text message with a message of your choice. The messages can be configured to be sent during the hours that you specify, for example, you may want a slightly different wording on the message that you send over the weekend to those during the week.

All auto responders can be branded with your logo.

Lead qualification

Callwell auto responders help you stay in contact with you customers 24/7. As soon as the customer makes an enquiry, they receive an email or text message asking them to click on a link and complete a simple form. When they click submit Callwell will update the system with the information, immediately. This feature enables you to gather the essential information you require in order to prioritise the customers you speak to.

Callwell automatically replies to a new enquiry, by SMS or email, asking predetermined questions regarding rental budget and household income, then we qualify the tenant allowing you to prioritise who to call first.

This feature is completely flexible and can sent at the times of day you choose, asking the questions that are important to your business. You can also brand the message with your logo.

Lead assign

Callwell Assign ensures to never forget which lead to give to which negotiator to follow up on and you’ll never have to print an enquiry again.

Enquiry type identified

Enquiry type & source of the lead displayed in the enquiry dashboard.

Depending upon which dropdown selections the customer has made, there are 22 definitions of enquiry type. These include Vendor, Landlord, Tenant, Viewing, First time buyers etc. All types are displayed in our easy-to -read format.

We also include the source of the lead, your own website, portals, or other advertising sources, our aim to give you full visibility on where an enquiry comes from and the type of enquiry.

Internal messenger

Callwell Messenger provides the user the ability to pass a lead, message, reminder or referral to a colleague in their office or another branch.

  • Enter the Name and Telephone number and choose the Type of the lead.

 

  • Choose the branch or users you would like the message to go to. Then add your text.

 

  • Once you click Create, the message will appear on the Callwell Enquiry screen of the branch or user you choose.

Full contact history

Recording all your call outcomes through Callwell means all your history is in one place.

Manual call back

Manual Calling enables a user to call customers using the Callwell system.

The feature is simple to use; open an enquiry and click Call Now and you’ll receive a call back from Callwell, press 1 and you’ll be in touch with your customer.

Record the outcome of your call and this will put the enquiry in your name, Call history will also update. Manual calls will come out of your allocated call minutes, and these will differ depending if you have Callwell Pro or Callwell Essentials.

All your leads in one place

Incoming customer emails, from all of the sources that you invest in, are displayed in a consistent easy-to-read format. The leads are all in one place and displayed in date and time order.

You can see at a glance the leads actioned, how they have been actioned, who’s actioned them.  If the action was via a call you can also see in Call History the call duration, and the number of times the call was attempted.

You can also see clearly the details from the original lead about the vendor or applicant, the property they were interested in and any notes that they added to the enquiry.

Instant calls

Instant Calls – if an email enquiry is sent during working hours, the Callwell system will ring your branch number, once a member of staff picks up the phone they will hear an automated message telling them the source of the lead, and the enquirers name, they are then asked to press 1 to be connected.

They then have approx. 20 seconds before the phone will ring at the applicant/vendors end, this gives you time to look at your Callwell dashboard to see all details about the enquiry.

This delivers several advantages, the phone will ring your branch seconds after the enquiry has been sent giving you a much greater chance of getting through to the person.

The speed of call will also get you in front of many other agents that don’t have this type of system, the sweet spot especially for valuation enquiries is to call back within 30 minutes or run the risk of missing out.