All Forum Posts by: Manohar reddy Yaram

what are your biggest operational challenges: 

1. Managing multiple offers for listings

2. Following up with leads consistently

3. Tracking transaction timelines and deadlines

4. Client education and communication

5. Document collection and management

or rate each pain point out of 5. With 5 being the most painful operational challenge. 

Here’s how I helped streamline property sales pipelines using Make.com and ClickUp:

1️⃣ Centralized CRM for Real Estate

I built out ClickUp as an all-in-one CRM.

We added fields like:

→ Prospect status (new lead, showing scheduled, offer submitted, etc.)

→ Lead source (Zillow, Realtor.com, referral)

→ Agent assignments

This made tracking leads and transactions seamless. No more scattered spreadsheets or lost follow-ups.

2️⃣ Automated Follow-Ups After Showings

Once an agent updates ClickUp from "showings scheduled" → "waiting offer," an email is sent automatically.

→ Personalized thank-you message

→ Next steps clearly outlined

This small touch boosted our showing-to-offer conversion rate significantly.

3️⃣ Dynamic Updates via Calendar Integration

We linked cal.com with ClickUp.

→ When someone books through our calendar, their status updates automatically from "new lead" → "showings scheduled."

No manual input. Agents focus on selling, not data entry.

4️⃣ Seamless Transition from Leads → Clients

As soon as an agent closes, and updates ClickUp with "contract signed," that lead moves automatically from "Leads" → "Active Clients."

This keeps acquisition and transaction management clean and organized.

All this magic? Powered by webhooks.

Every move triggers Make.com workflows behind-the-scenes.

What’s been achieved:

→ Hours saved weekly

→ Real-time pipeline visibility

→ Consistent, timely communication

But here’s what excites me most:

Agents can now focus on what they’re best at—building relationships and closing deals.

Automation isn’t about replacing humans.

It’s about freeing them up for what matters.

Here's a glimpse of the workflow