Sales
SortX runs the sales lifecycle from valuation lead to completion. Valuers, negotiators and progressors work from one property file with AI agents handling the routine chasing and drafting under approval.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Captures valuation leads.
Builds appraisal packs.
Onboards vendors.
Publishes portal listings.
Qualifies buyers and books viewings.
Tracks offers, chains and completion.
Short status markers for scanning the day without opening every record.
sales workflow
reporting included
tracked
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Valuation
Sales operating layer captures valuation leads.
sales pipeline
Instruction
Sales operating layer builds appraisal packs.
vendor report
Marketing
Sales operating layer onboards vendors.
chain graph
Progression
Sales operating layer publishes portal listings.
completion file
SortX keeps routine progress visible while protecting the decisions that need a person.
In a UK estate agency, this work crosses desks: negotiators, administrators, property managers, accounts, contractors, clients and compliance owners all need the same facts. SortX keeps the work on the operating record instead of spreading the detail across personal inboxes.
The sales operating layer does the repeatable work first: reading, checking, drafting, matching and opening the next task. Anything that changes a client position, spends money, sends a sensitive message or affects compliance can be held for approval.
Managers can set owners, SLA clocks, approval limits and escalation rules around this workflow. Staff can still take over manually when a case needs judgement, and the record shows what the agent did before the handover.
That matters when the risk is sales work split between portals, inboxes and spreadsheets. SortX gives the team the detail they need without asking them to hunt through tabs, exported reports or old message threads.
Practical details for directors, branch managers and operations teams.
Yes. The manual path stays available. Staff can take over, edit drafts, change owners, add context and approve or reject agent work.
SortX records the source record, timestamps, owner, approval decision and final output for this workflow. Evidence stays attached to the property, contact, tenancy, repair or accounting item.
Yes. Branches can run different owners, approval limits, SLA clocks and agent permissions while directors still get a consolidated view.
SortX gives sales pipeline a clear owner, a live status and a controlled approval path.