Automated workflows

Automate the follow-up so you can spend more time with buyers and sellers.

MantisProperty's automated workflows work like a digital personal assistant: a series of actions runs after a trigger occurs, for your whole office or for specific brokers.

Start your free 14-day trial Book a demo

Editing an automated workflow in MantisProperty

Included in MantisProperty Sales ($245 a month inc GST, or $2,695 a year) with a master user plus 10 additional users and a free 14 day trial.

How workflows work

Set a trigger, add the steps and choose how often it runs.

Create workflows for your entire office, or by or for specific brokers
Set a workflow to switch off after running once, delete itself after running once, or run continuously
Install ready-made workflow templates at the click of a button, then customise them
Send a CA request as a workflow step

Triggers

Start a workflow when something happens in your office.

Contacts: new contacts, added to a group, enquiries, inspections attended, hot, warm or cold buyers and sellers, birthdays, 1 year after buying a business, and pipeline stage changes
Appraisals and proposals: created, sent, accepted or rejected, and on the market or sold with another agent since the appraisal
Listings: going live, price changes, under contract, sold, and archived or withdrawn
Inspections: created, deleted and completed
Offers: recorded, submitted, sent to the seller, accepted, countered or declined
Contracts: created, overdue, deposit received, finance approved, unconditional, settled, cancelled or deleted

Actions and conditions

Arrange steps in any order with drag and drop, and branch on what contacts do.

Wait a set amount of time, for example 12 months after a contact is added
Create a task, send an email or send an SMS
Change a contact's status, for example to cold, warm, hot or converted
Send a seller report showing the enquiries and inspection feedback for a listing
Check whether an email campaign was opened or a link was clicked, and wait a set time for it to happen
Jump to a specific step when a condition is met, for example resending a campaign to people who did not open it within 7 days

Pricing

Included in MantisProperty Sales

Prices in AUD inc GST. A master user plus 10 additional users, $0 setup and no lock-in contract.

EVERYTHING INCLUDEDMantisProperty Sales$245 /monthEverything a business broker needs: business listings to the portals, CAs and data rooms, proposals, offers, contracts, trust accounting and the Mantis Sales app. A master user plus 10 additional users included.Start free trial

See pricing and extra users

Questions

Common questions

Do I have to build workflows from scratch?

No. Install a ready made workflow template at the click of a button, then change it to suit your office.

Can a workflow send a CA request?

Yes. Sending a CA request is one of the steps you can add, and buyers who have not signed can be reminded automatically.

Can a workflow wait for a buyer to open an email?

Yes. A step can check whether an email was opened or a link was clicked, wait a set time for it to happen, and then jump to a different step.

Keep exploring

Autoresponders Confidentiality agreements Enquiries and buyer matching

Try it free for 14 days, with the Mantis Sales app.

No credit card. No setup fee. Book a free Zoom walkthrough once you're in.

Start your free trial Book a demo