Communication integration
Connect CRE Group call handling to SortX so call outcomes become routed tasks with context attached.
SortX connects conversations, calls and calendar activity to the records your team can act on.
CRE Group is the connected source or destination for this workflow.
SortX keeps inbox context attached to the work item.
SortX keeps voice context attached to the work item.
SortX keeps sms context attached to the work item.
SortX keeps calendar context attached to the work item.
SortX keeps agent queue context attached to the work item.
CRE Group
SortX connects CRE Group to the surrounding records, tasks and approvals your team already uses.
Book a demoEach item below is a practical handoff: record matching, status checks, approvals and follow-up work.
Bring CRE Group messages or call events into SortX with source details kept intact.
Match senders, callers and attendees to properties, applicants, landlords or vendors.
Prepare replies in the branch tone and wait for approval where required.
Send repairs, complaints and hot leads to the right queue quickly.
Convert conversations into follow-up work with the original context attached.
Keep notes, replies and call outcomes on the SortX record.
Connect CRE Group call handling to SortX so call outcomes become routed tasks with context attached.
Agency communication is scattered across inboxes, calls and chat. SortX pulls the useful context into one queue and prepares replies or tasks for approval.
The goal is simple: fewer disconnected tabs, clearer ownership and no unsupported assumptions about what CRE Group can or cannot return. SortX works with the fields and statuses available to your branch.
Book a demoConnect: Capture the message, call note or calendar event.
Match: Match the sender or attendee against SortX records.
Route: Draft the reply or create the task with the right context.
Review: Escalate urgent or sensitive items to a human before anything goes out.
Review workflowsShort answers for setup, sync behaviour and branch control.
No. SortX uses CRE Group as a connected system and keeps the agency workflow in SortX. Your team still controls the vendor account, permissions and commercial relationship.
Only the fields configured for the integration are used. SortX syncs records, statuses, notes or files where CRE Group makes them available and where your branch has approved that direction.
Yes. Approval steps can stay on for messages, record updates, document sends and sensitive compliance or finance actions.
Setup starts with branch mapping, permission checks and a short test workflow. SortX then rolls the CRE Group connection into the right agent queue for your team.
We will map the connection, test the handoffs and keep approvals where your branch needs them.