AI & Automations
Real Estate Workflow Automation
Set the Trigger. RISE Follows Through.
When a contact views a listing, opens an email, or changes stage, RISE follows up automatically.
How Our Real Estate Workflow Automation Works
- Activity-Triggered Follow-Up
Starts from a real signal: a listing view, an email open, a stage change. - Sequenced, Not One-Off
Contacts move through a set path, not a single email into silence. - Shared Signals
Runs on the same behavioral data powering Daily Priorities and the CRM. - Agent-Set Rules
Agents define the rules once; RISE handles the repetition. - Works Alongside Emails
RISE decides when to follow up so your emails are what actually get sent.
Why This Matters for You
A busy week shouldn’t cost an agent a lead. With RISE, follow-ups happen on schedule instead of slipping through the cracks. And once the rules are set, they run on their own — no extra oversight needed from you.
What Brokerage Leaders Are Saying
“I’ve got a slew of things I used to handle manually. I look at the features in RISE and think, ‘that’s a time saver, and that’s a time saver.’ As soon as it triggers something to auto-send, I’m freed up to focus on my money-making tasks and lead generation.”
— Steph McNeil at Phases & Spaces
Resources for Your Agents
We don’t just hand you a workflow engine and leave you to it. We support you and your agents every step of the way, so you have the best chance at adoption.
See a workflow in action.
Your Real Estate Marketing Questions, Answered.
Is this the same as email marketing and campaigns?
No. ActivePipe is MoxiWorks’ dedicated email marketing automation platform, and it’s still available on its own — it reacts to contact behavior with triggered email sequences. RISE goes further: its AI proactively surfaces who to reach out to and why, then builds the outreach from the same contact data as your CRM.
What is workflow automation in real estate?
Workflow automation means follow-up tasks and messages happen automatically based on a trigger — a listing view, an email open, a stage change — instead of relying on an agent to remember and act.
How many times should you follow up with a real estate lead?
Most leads need several touches before they convert, not just one. RISE’s sequences handle that automatically, so a contact moves through a set path instead of getting a single email and silence.
What is speed to lead?
Speed to lead is how quickly an agent responds after a lead shows interest — the faster the response, the higher the odds of converting. RISE triggers the next step the moment a signal comes in, rather than waiting for an agent to check in manually.
Is this lead follow-up software?
Yes. RISE is real estate follow-up software built for automated lead follow-up — the moment a signal comes in, it triggers the next step, rather than just giving you a place to log notes.
Can you automate real estate lead follow-up?
Yes. RISE triggers follow-up automatically based on listing activity, email engagement, or contact stage changes — the rule runs the same way every time, for every agent.