How it works · 9 steps · 3 phases

From inquiry to close.

How inquiries enter Suivo, how Eva qualifies them, and how your team stays on top of every contact and opportunity.

Phase 01 · Intake
01
Suivo

Capture

Suivo catches every inbound inquiry from email, calls, forms, SMS, listing portals, or manual entry. Every channel lands in one structured record.

01 · Suivo

Capture

Suivo catches every inbound inquiry from email, calls, forms, SMS, listing portals, or manual entry.

New inquiry receivedNew
KP
Karen Park
Realtor.ca · 3 minutes ago
"Interested in the 3-bed on Elm Ave. Can we set up a showing this weekend?"
Email Phone SMS Portals
02 · Eva

Assign

Eva routes the opportunity to the right agent based on availability, priority, territory, and your team rules.

Opportunity routed
KP MT
Marcus Tan
Assigned just now
Available, lowest load, handles midtown buyers.
Re-assign Confirm
03 · Eva

Call

Eva calls the contact on behalf of your team to confirm interest and gather context. Every call is transcribed.

Call in progress02:14
KP
Karen Park
+1 (416) 555 0118
Eva speaking
04 · Eva

Qualify

Eva collects budget, timeline, property interest, location, financing status, and intent.

Qualification complete
Budget$1.2–1.5M Timeline4 months LocationMidtown FinancingPreapproved Intent3-4 bed family home
05 · Eva

Update

Eva updates the opportunity profile with the conversation summary, qualification details, and missing info.

KP
Karen Park
Midtown buyer
Active
$1.2–1.5M Midtown Preapproved 4 months
Client summary

Family of four, lease ends in 4 months. Wants 3 to 4 bed near schools. Preapproval letter in hand.

06 · Eva

Next step

Eva creates a clear follow up task with the right contact method, timing, and a suggested message.

Task deckTomorrow
Intro call9:00 am
Call Karen Park, confirm midtown showings this weekend. Eva has full context ready.
07 · Eva

Book calendar

Eva proposes a time for one tap approval. Nothing lands on the calendar until you say yes.

Time proposed
Eva suggests
Thursday Nov 14
2:30 pm – 3:00 pm
Showing · 247 Elm Ave
Suggest other Approve
08 · Suivo

Monitor

Suivo watches every opportunity so follow ups, quiet conversations, replies, and reopened opportunities never get missed.

PipelineNow
Newjust added12
Activein conversation31
At Riskneeds attention4
Staleno reply 7+ days7
09 · Suivo

Stats

Suivo tracks response rates, reply times, pipeline health, and team performance.

This month
94%
Response rate
2.1h
Avg first reply
48
Open opportunities
11
Deals closed
0
Workflow steps
Eva
AI powered steps
0
Inquiries slipped through

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See it in your workflow.

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