Callwell has over 10,000 users across the UK, ranging from some of the largest multi-branch estate agents to individual sales and lettings branches. We speak with customer-facing sales and lettings staff all around the country and have listed our most frequently asked questions here to help you. 

What happens to enquiries received out of hours?

We know not every agent wants to engage with enquiries in the same way, so we give you 4 options for when an enquiry comes in out of hours:

    • Callwell will send an autoresponder by email or text that assures the enquirer that their message will be actioned in the morning.
    • For lettings, we can have an autoresponder that includes a tenant qualification to give you more insight into the enquirer.
    • Callwell can set up a morning caller so that once your office opens back up Callwell will act as if the calls have only just come through – calling your branch phone and letting you press 1 to reach out to enquiries.
    • Or you can use all of the above.

Every one of these options comes included with Callwell and can be activated or deactivated whenever you want.

Do you offer a nurture journey as part of the membership?

Callwell can easily integrate with any CRM that has an email marketing function (such as Mailchimp), letting you get the best start to any nurture journey. We know that many agencies have their own systems for lead nurture and believe that bridging that gap between enquiry and lead is what Callwell does best.  

We focus on letting you put your best foot forward with leads. It doesn’t need to be complicated. 

Do you integrate with CRMs?

Just like with Mailchimp, Callwell can easily integrate with all CRM systems, but it’s always good to get in touch with us to find out more. 

My CRM has a lead management feature built-in – why do I need Callwell?

There’s a reason Callwell is the biggest lead management tool for estate agents in the UK. It’s a specialist in the lead management space and having it separate from your existing CRM means you’re in control of what goes into your CRM system.  

Callwell lets you organise, prioritise and ensure that each lead has the right reply at the right time. Once you’ve actioned each lead, they can easily be copied into your CRM making sure it’s only engaged, useful leads that go into your system. 

Do you handle enquiries from my own website as well?

Yes. Callwell integrates with all leading portals and a host of other providers. Anywhere you get enquiries from, Callwell can help you manage those leads. 

My team has nailed it, why would I need a lead management tool?

Our founders have a combined 60 years’ experience in the sales and lettings industries, and it took Callwell for them to realise just how much they were missing out on. From a recent survey of enquiries sent to over 10,000 agents only 30% got a response from an agent. That’s more than 7,000 unanswered emails!  

Maybe your team is in that 30%, but one missed lead could have been something great and you won’t ever know without Callwell. 

We make sure that all enquiries are answered, every detail of every conversation can be tracked. Nothing can be deleted – even if a negotiator thinks it’s unimportant. Callwell is designed to give you that peace of mind to know that no opportunity ever goes untapped, it’ll even notify you when enquiries haven’t been actioned. 

We don’t like the idea of ‘Callwell Scoring’ – can it be turned off?

Yes. We know that no two agencies are built the same and have the same needs, that’s why we made Callwell completely configurable, so you don’t have to think about the parts of Callwell that won’t support your lead management.  

Some agencies use it as an incentive for their customer-facing staff, but if you don’t have a need for it – you can turn it right off. 

Can you help us pass leads on to our financial services partners?

Absolutely, we built a specific feature to help with this. With Callwell, passing an enquiry to your mortgage team or even your conveyancing team is as easy as pushing a button. We would give these teams access to their own Callwell dashboard so they can receive and action leads as quickly and efficiently as your own customer-facing teams. 

These teams don’t even have to be in-house. If you’re partnered with a local solicitor or financial services company, we can just as easily work with them. 

What sets Callwell apart from the competition?

Callwell was built to do one thing – manage every lead you get. We know that a phone call is the best route for high-value leads like valuation or landlord enquiries, and Callwell helps you prioritise the customer experience.

Where Callwell technology is used, we see an 80% pick-up on a phone call and a further 70% of those calls go on to book appointments with the agency.

We don’t mess about with anything else. Callwell is streamlined to make it easy to use and helpful to your customer-facing team.

Every enquiry deserves a great response straight away. You never get a second chance to make a first impression and a first impression is everything.

If you want to know more about Callwell, or have any other questions for us get in touch with us at sales@callwell.co.uk.

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.