How Suivo handles a new lead.
From first inquiry to follow-up and monitoring, in five stages.
Duplicate inquiries from the same person are merged into the same record.
1.0 Capture
Every inquiry becomes a record
Portal inquiries, website forms, texts, and calls become lead records on arrival. A missed call is answered by Eva instead of ringing out.
EvaAre you still looking in the Glebe, or has that changed?
PriyaStill the Glebe, two bedrooms with parking.
EvaUnderstood. Is your financing pre-approved?
“Buyer focused on the Glebe, 2 bed with parking, $500–650K, pre-approved. Best reached by text after 5 PM.”
2.0 Qualify
Eva makes the first call
Eva calls within minutes and collects budget, timeline, area, financing, and intent. Calls are transcribed for the summary, and the audio is not stored.
Maya Tremblay. Available, lowest load, in rotation for midtown buyers.
3.0 Assign
Every lead gets an owner
Rotation weight, daily limits, and availability decide who gets the lead. Assignment can also stay fully manual.
The next step is created from the conversation, with method and timing set.
4.0 Execute
Tasks, ordered by urgency.
Overdue first, then the day. Anything Eva proposes waits for an agent to approve it.
Calls, emails, texts, tasks, and changes stay on the record.
5.0 Monitor
The full history stays with the client.
Calls, messages, tasks, and changes stay on the client timeline. When a lead goes quiet, it resurfaces.
The six opportunity stages
A lead turns active when your team reaches out. An inbound reply alone does not move it forward.
Captured and qualified, waiting for first outbound contact.
Your team has reached out, and the conversation is still going.
Two days since anyone reached out, so it comes back to the top of the deck.
A new lead nobody called in two days, or a stale one at five days. A Team Manager decides what happens to it.
Waiting on financing, or a lease that has months left. Kept out of the daily deck until it matters.
Won or lost, with the full history kept on the record.
What Eva never does
Four boundaries built into the product.
Every reply Eva drafts waits for an agent to read and approve it.
Calls are transcribed for the summary. The audio is not stored.
Reassignment waits for a Team Manager decision.
Eva proposes times. Nothing lands until you approve it.
See Suivo on your own inquiries
A 30-minute walkthrough using your own leads.