CINC (Commissions, Inc.)

Lead visits website and fills out a form.

CINC AI engages with the lead via text message.

AI qualifies the lead based on their responses.

Agent receives a notification with lead qualification details.

Agent follows up with qualified lead to schedule an appointment.

Lead is added to CINC CRM.

AutoTrack is triggered based on lead source and behavior.

Lead receives automated emails and text messages over time.

Agent receives notifications when lead engages with content.

Agent follows up with lead when they are ready to buy or sell.

Admin sets up team structure and lead routing rules.

Leads are automatically assigned to team members based on rules.

Team members track their progress in CINC CRM.

Admin monitors team performance and adjusts lead routing as needed.

Team members collaborate on deals and share best practices.

Agent adds clients to CINC CRM.

Agent sets up automated follow-up reminders.

Agent sends personalized messages to clients on important dates.

Agent requests referrals from satisfied clients.

Agent tracks client interactions and referrals in CINC CRM.

Agent creates a home evaluation landing page with CINC Seller Suite.

Agent promotes landing page on social media and other channels.

Leads fill out the form on the landing page.

CINC AI engages with the leads.

Agent follows up with qualified leads to schedule listing appointments.