Use CRM automation for straightforward follow-up. Custom workflows help when listing documents, calendars and transaction handovers have different owners or completion rules.
Connect the records you already use
CRM and listing records
Viewing calendars and enquiry channels
Document checklists and transaction tasks
Access, data quality and write permissions are checked during scoping. Integration availability depends on your systems.
Agree who can change rules, approve exceptions and authorise each write. Keep a history of source records, rule versions and action results. Detect partial failures, reconcile before retrying and assign unresolved cases to a named owner.
AI can extract, classify and prepare information. Validated rules and agreed permissions govern consequential actions; missing evidence triggers review. Test normal cases, exceptions and recovery against acceptance criteria before launch.
Related operating experience
See the foundations running at G3.
G3 is our founder’s retail and venue business in Melbourne. Explore relevant capabilities and their boundaries; your industry’s rules still need their own design and validation.
Start with a sanitised example, the result you need and one awkward case. We will map a bounded first implementation.
Can the system decide which applicant or buyer to accept?
The proposed workflow collects information and coordinates administration. Selection, negotiation and professional judgement remain with the responsible people.
Can it publish a listing as soon as details arrive?
Only after the required authority and content checks. Missing approval, conflicting property facts or unsupported claims should hold publication.
Can enquiry follow-up stay in our current property CRM?
We first check how enquiries, property status, assigned agents and contact preferences can be accessed and updated. Use a stable property reference and agreed ownership rules to avoid duplicate follow-ups. Where a required write is unavailable, scope a staff task or supported handoff instead of promising a native connection.
What happens if a listing detail changes after the vendor approves it?
Retain the approved version and identify which text, photographs or property details changed. Route affected material back through the agreed approval path before publication. Where channels can be updated, record their acknowledgement; preparation of revised copy does not establish that every listing destination now shows it.
Do we need an ongoing Canvo subscription?
No mandatory Canvo subscription. An agreed implementation includes 12 months of support for the delivered workflows, defects and minor compatibility changes to existing integrations. Optional proactive care and further development are scoped separately. Software, hosting and API costs remain separate.
Your operation, your rules
Bring the handoff that keeps going wrong.
Free workflow review. A$950 ex GST diagnostic. A bounded first deployment from A$4,900 ex GST, with 12 months of included support for the agreed implementation.
