Qualified pipeline, CRM up to date
Commerce Agent: qualify, score and route inbound demand without flooding the team.
PROFESSIONS
Across inbound calls, missing documents and mandate follow-up, the agent prepares and routes; the adviser keeps qualification and relationships.
01 / What guides our engagements
02 / The problem
Without triage, advisors waste hours on off-target contacts.
Follow-ups, checklists and compliance slow mandates and sales.
Estimates, pitches and history live in heads and email threads.
03 / The solution
04 / Business agents
Commerce Agent: qualify, score and route inbound demand without flooding the team.
Keep the pipeline moving under your rules, not under forgotten tasks.
Score buyers / tenants / listings and prepare first contact.
Match stock and criteria, prepare a short-list.
05 / Use cases
Illustrative scenarios. Every deployment is scoped with signed KPIs before production.
Target to define : Raise actionable lead rate.
Possible deployment : Pre-qualification agent on your channels, business scoring, clean handoff to advisors.
Target to define : Prepare a seller file faster.
Possible deployment : Documents assistant + synthesis, validated before notary / buyer send.
Target to define : Track mandates and follow-ups without losing the seller relationship.
Possible deployment : Mandate-tracking agent on CRM: deadlines, prepared follow-ups and approval before send.
06 / Related services
07 / FAQ
No. Agents triage and prepare; advisors negotiate and close.
Yes in most cases: we start from your stack, not a forced tool.
Yes. Mandates, qualification criteria and follow-up templates stay in-house. Agents speed prep, not commercial decisions.
08 / Other professions
// READY TO START
In one hour, we frame repetitive work, data constraints and the gains to measure. With a partner, not a salesperson.