Suivo features, from capture to reporting.
These are the parts of Suivo your team uses to capture, qualify, assign, follow up, and track leads.
01 Capturing leads
How inquiries become lead records without anyone retyping them.
Connect Google Workspace or Microsoft 365. Portal and form emails are read and turned into lead records with the source attached.
Eva answers calls to your business number, takes the inquiry, and opens the record from the conversation.
A hosted intake page per building or listing. Prospects submit, Eva follows up.
Texts and website forms arrive with your portal and email inquiries.
Add a lead in a few fields when it comes from a conversation or a sign call.
Duplicate inquiries from the same person are merged into the same record.
02 Eva, calling and qualifying
Eva works the first hour, then hands your team a briefed record.
Outbound calls within minutes. Budget, timeline, area, financing, and intent, collected by voice.
Calls are transcribed for the summary. Audio is not stored.
A plain-language summary on every record, updated as things change, with missing information called out.
Drafted email and text answers written from the thread, waiting for an agent to review before sending.
One-tap suggested answers on a thread when the reply is short and obvious.
The next follow-up task is created with the contact method and timing already set.
Eva proposes a viewing or call time. Nothing lands on your calendar until you approve it.
Inbound mail is read, sorted, and attached to the right lead before anyone opens it.
03 Assigning and rescuing leads
How work reaches the right person, and how quiet leads come back.
Routing by availability, rotation weight, and daily limits, with a plain reason on every assignment.
Unassigned and returned leads land here for a Team Manager decision.
Give a senior agent more volume, or set a weight of zero to pause new leads.
Routing stops for an agent once their limit is reached that day.
Leads past your service window surface for reassignment before they are lost.
Agents see their own leads. Team Managers see the brokerage. Enforced in the database, not the interface.
04 Running the day
The views agents use to work leads and follow-ups throughout the day.
Every open task ordered by urgency. Overdue first, then the day, then the week.
Email, texts, and internal notes stay together for each person, with the channel always clear.
Goals, tasks, notes, documents, and contacts stay with the client record.
Buying, selling, or renting tracked stage by stage, with what is blocking it named.
Scheduled tasks and approved viewings appear on the weekly calendar.
Write a note in your own words. Eva titles it, cleans it up, and files it against the right client.
Dictate a note after a showing or a call. It is transcribed and attached to the record.
Turn a rough draft into a clear message before it goes out.
Connect and manage the inboxes Suivo reads, per agent or per team.
New replies, qualified leads, routing decisions, and at-risk goals are grouped by day.
05 Tracking and reporting
What the numbers say, and what every record keeps.
Response times, pipeline health, deals closed, and per agent performance.
Calls, emails, texts, completed tasks, and field changes stay with the record.
Files shared on a record, versioned and searchable.
Export your data at any time.
Client data is stored in Canada.
An audit trail shows who changed what and when.
See these features on your own leads
A 30-minute walkthrough using your own leads.