Whether you're working with a brand-new lead, following up with a past client, or trying to reconnect with someone who has gone quiet, Engagements helps you stay organized and keep the conversation moving.

You can manage your contacts, communicate with leads, and use automation to make sure important follow-ups don't get missed.

Start simple, build your workflow, and let Engagements take care of the repetitive work.

New to Engagements? Start here.

The easiest way to get value from Engagements is to set up your CRM first, organize your contacts, and then start communicating with your leads.

Before you start working with leads, make sure your Engagements account is ready.

Set up your:

Once your account is ready, you're ready to start managing your leads.

Bring your existing contacts into Engagements so you can manage your database from one place.

You can add and organize contacts based on where they are in your relationship with you.

For example:

Keeping your database organized makes it much easier to know who needs your attention.

Your CRM is where you keep track of your relationships with leads and clients.

A contact record can help you see important information such as:

Think of the CRM as your central place for everything you know about a lead or client.

Once your contacts are organized, start connecting with them.

Engagements supports multiple communication methods, including:

You can communicate directly with a contact or use Engagements to help you reach multiple leads efficiently.

Once you're comfortable with the basics, automation can help you save time and stay consistent.

Use automation to:

Automation should support your relationships—not replace them.

A simple daily routine can make Engagements much more effective.

Start your day by checking:

New Leads → Active Conversations → Follow-Ups → Tasks → Opportunities

Focus your personal time on the leads who are most engaged and most likely to move forward.

Good follow-up is about being consistent while still sounding like yourself.

Engagements gives you different ways to communicate depending on the situation.

Sometimes a phone call is the fastest way to move a conversation forward.

Use calling when:

SMS is ideal for quick, timely communication.

Use texting for:

Keep your messages short, natural, and conversational.

Email works well when you need to provide more information or communicate with a larger group of contacts.

You can use email for:

Engagements can help you start and maintain conversations using AI-powered outreach.

Instead of manually writing every message, you can provide the AI with instructions about what you want to communicate.

The AI helps with the initial outreach, while you remain in control of the relationship.

The goal of outreach isn't simply to send messages—it's to start conversations.

When someone replies:

A reply is an opportunity. Don't let it sit unanswered.

Real estate leads don't always convert after one conversation.

Some need a few days. Others need weeks or months of follow-up.

Automation helps you stay in touch consistently without having to remember every single follow-up yourself.

When a new lead enters your CRM, you can use automation to start the follow-up process.

For example:

New Lead → Initial Outreach → Follow-Up → Personal Contact

This helps make sure new opportunities don't get forgotten.

Not every lead is ready to buy or sell today.

Use automated follow-up to stay connected with prospects while they consider their options.

You can nurture leads with:

The goal is to stay relevant until the timing is right.

Your database contains opportunities that may have gone quiet.

Automation can help you reconnect with:

A simple, well-timed message can restart a conversation.

When a lead is ready to talk, Engagements can help move the conversation toward an appointment.

Connect your calendar to make appointment scheduling easier and reduce the back-and-forth involved in finding a suitable time.

Automation works best when it handles repetitive tasks while you handle the important conversations.

A good workflow looks like:

Automation starts the conversation → Lead responds → You step in → Appointment → Client

Don't try to automate every interaction.

Use automation to make sure you're there at the right time—not to remove the personal relationship.

If you're not sure where to start, follow this simple process:

Capture → Organize → Communicate → Automate → Follow Up → Convert

Get your leads and contacts into Engagements.

Keep your CRM clean and make sure contacts are in the right stages.

Reach out using phone, SMS, email, or AI-powered communication.

Set up follow-up for repetitive tasks and long-term nurturing.

When a lead shows interest, take over personally.

Turn conversations into appointments, clients, and opportunities.

To get the most from Engagements:

If you're completely new to Engagements, don't try to learn everything at once.

We recommend this order:

1. Getting Started
Set up your account and organize your CRM.

2. Communication
Learn how to call, text, email, and manage conversations.

3. Automation
Start automating repetitive follow-up and lead nurturing.

Once you've mastered the basics, you can build more advanced workflows around your own real estate business.