Preboot for sales
A workspace for every stage of a sale.
Reply with live prices and customer history. Follow up on quiet quotes. Keep your team’s next steps in view.
“Is the two-bedroom still available?”
Payment plan shared
From your approved documents
- Payment schedule
- Terms and conditions
Follow up on days 3, 7 and 14
Answer
Give every reply the right context.
Your prices, availability, and customer history, ready in the conversation.
It is. Here’s the payment plan. Would you like to arrange a viewing?
- Payment schedule
- Terms and conditions
Follow up
Follow up on the conversation. Not just the calendar.
A payment plan was shared. The buyer went quiet. The next message should remember both and stop when they reply.
Follow-up plan
Two-bedroom apartment
- Day 3
- Day 7
- Day 14
The sequence stops when the buyer replies.
Why this follow-up
Payment plan sent. No reply yet. No viewing booked.
Did you get a chance to look at the payment plan? I can help with any questions or arrange a viewing.
Your approval, with a record of every step.
When they reply
Give the person taking over a head start.
The buyer is ready for a viewing. Your agent receives the enquiry, the payment plan already shared, and the question still to answer.
Negotiation and availability exceptions stay with your team. The history stays with the enquiry.
The buyer replies
Saturday afternoon works. Could we see the two-bedroom apartment?
With the sales team
Sophie · property advisor
- Interested in
- Two-bedroom apartment
- Already shared
- Approved payment plan
- Requested time
- Saturday afternoon
- Next action
- Confirm the viewing with the listing owner
The follow-up sequence stops on reply.
Skinora
5 / 5Fantastic, and I recommend it. After trying many tools, Preboot is the best fit. We connected the entire customer journey across WhatsApp and email, and the experience has been fantastic.