01 — Lead routing
Never miss a lead again.
New inbound leads get matched against your ideal client profile and routed to the right account owner automatically — no one has to go looking.
Agency Operations · Available now
Stop chasing status updates.
Let the system
report itself.
Client reporting, lead routing, onboarding, and CRM hygiene — running automatically in the background while your team focuses on the work that actually moves accounts forward. Built and run by Clannco for agencies.
Built around your existing tools · Weekly client reports · No tech skills needed
AI
Clannco Intelligence
Watching every account · always on
New lead: Northwind Co — matches your ideal client profile
09:14
Routed to account team · fit score 8.7/10 · budget confirmed ✓
09:14
Data confidence: Verified — form data + enrichment cross-checked
09:15
⚡ Synced to your CRM automatically · Ranked by fit
What we automate
02 — Lead scoring
Know which leads are worth chasing.
Every lead gets scored on fit before anyone picks up the phone, so your team spends time on the calls that are actually worth making.
03 — CRM automation
Every account, tracked in one place.
No more updating three spreadsheets. Accounts, contacts, and stages sync automatically into a CRM your team actually keeps clean.
04 — Outreach & follow-up
No lead ever goes cold by accident.
Follow-up sequences run on autopilot until a seller responds, opts out, or your team steps in — nothing sits untouched.
05 — Market intelligence
Intelligence, delivered — not dug for.
Weekly reports on market movement, comparable deals, and target activity land in your inbox without anyone building a spreadsheet.
06 — Reporting
One dashboard. Always current.
Pipeline health, deal stages, and team activity in one view — updated automatically, not manually pulled together before a meeting.
Scroll to explore ↓
What we build
Six systems. One agency. Nothing falls through.
Every system below plugs into how your team already works — synced with your existing CRM, tested before going live, and handed over ready to run. You don't need to be technical. You just need leads and reports to stop slipping through the cracks.
Service 01
Never miss a lead again.
Right now, someone on your team is manually checking form submissions and routing leads by hand. We replace that with a system that scans continuously and only surfaces what actually matches your ideal client profile.
Scans inbound forms, referrals, and outreach replies against your criteria automatically
Flags priority signals — budget, timeline, service fit
Every lead labeled by data confidence — Verified, Modeled, or Unconfirmed — so you know what to trust
New leads land directly in your CRM, not in someone's inbox
Lead Feed
Live
01
System scans listings & public records continuously02
Matches checked against your buy criteria03
Confidence-labeled and added to your pipeline04
Your team reviews only what's worth their timeWeb forms
Ad platforms
Referrals
24/7
Service 02
Know which deals are worth chasing.
Not every target deserves a phone call. We score every lead on fit — property type, motivation signals, deal economics — before your team spends a single minute on it.
Every target scored on fit against your specific acquisition criteria
Ranks leads so your best callers spend time on your best deals
Scoring logic is fully visible — never a black box you have to trust blindly
Re-scores automatically as new data comes in
Lead Scores
This week
Northwind Co — 8.7 fit score · budget confirmed
Solace Studio — 6.2 fit score · needs follow-up
Vantage Group — 3.1 fit score · low priority
7 leads scored automatically overnight
Fit scoring
Auto re-rank
Transparent logic
Service 03
Every account, tracked in one place.
Most agencies lose accounts to bad data, not bad decisions — duplicate contacts, stale stages, three spreadsheets that don't agree. We keep your CRM clean automatically and connect it to whatever else your team already uses.
Accounts, contacts, and stages sync automatically — no manual re-entry
Connects to your existing CRM instead of replacing it
Links to your Zapier account so your current automations keep running
Duplicate and stale-data cleanup runs on a schedule, not "whenever someone gets to it"
A simplified interface for your team if your current CRM is more than they need day-to-day
CRM Sync
Connected
01
Your team logs into one simple screen02
Data syncs to your existing CRM automatically03
Zapier triggers fire your other connected apps04
Duplicate & stale records cleaned on scheduleZapier-ready
Any CRM
Custom interface
Real-time sync
Service 04
No lead ever goes cold by accident.
A prospect who doesn't answer on the first call isn't a dead lead — they're a follow-up that didn't happen. Our sequences keep working a lead until they respond, opt out, or your team steps in personally.
Automated follow-up sequences across call, SMS, and email
Escalates to your team the moment a seller shows real interest
Cadence and messaging built around your acquisition process, not a generic template
Every touch logged back to the deal record automatically
Follow-up Queue
Active
Owner of 29 Birchwood — day 3 follow-up sent
Owner replied — escalated to your team now
7 Sequoia Ln — call booked after sequence
Call
SMS
Email
Auto-escalation
Service 05
Client reports, delivered — not dug for.
No one on your team should be spending their Friday afternoon pulling a client report together by hand. We deliver it automatically, built from the same data your accounts depend on.
Weekly reports on campaign performance, deliverables, and account status
Every figure labeled by confidence — Verified, Modeled, or Unconfirmed
Built around the markets and property types you actually acquire in
Delivered on your schedule — no one has to remember to ask for it
Weekly Report
Monday
★
Market activity compiled overnight Sunday★
Comparable deals cross-checked for confidence★
Report delivered to your inbox every MondayWeekly cadence
Confidence-labeled
Custom markets
Service 06
One dashboard. Always current.
Account health, deliverable status, and team activity shouldn't require pulling three reports together before a meeting. We build a simple dashboard — and a simplified CRM interface, if your team needs one — that's always up to date.
Live view of pipeline stage, deal count, and team activity
A simple, custom interface your team can actually use day-to-day — no enterprise CRM training required
Built around how your acquisitions process actually runs, not a generic template
One dashboard your whole team trusts, updated automatically
Pipeline Dashboard
Live
01
All deal activity feeds in automatically02
Stages and ownership update in real time03
Your team sees one current view — alwaysReal-time
Custom interface
Team-wide view
Why Clannco
You're not paying for automation.
You're paying to get your team's time back —
and we don't stop building until you do.
No handoff, no walking away after launch. We monitor how the system performs, fix what doesn't work, and keep improving it — because your ROI is what we're actually being paid for.
Pricing
Scoped to your agency. Not a template.
Every engagement is scoped around what your agency actually needs — start with one workflow, or the full system. Tell us where the manual work is heaviest and we'll come back with a clear proposal, timeline, and cost.
Lead Routing & Scoring
Continuous lead scanning, ideal-client matching, and fit scoring — delivered straight to your CRM.
Get a quote →CRM Automation & Hygiene
Deals, contacts, and stages synced automatically, connected to your existing tools and Zapier.
Get a quote →Outreach & Follow-up
Automated multi-channel sequences that keep working a lead until they respond or opt out.
Get a quote →Client Reporting
Weekly, confidence-labeled reports on campaign performance and deliverables — delivered, not requested.
Get a quote →Custom CRM Interface
A simplified dashboard your team actually uses, synced with your existing CRM and Zapier account.
Get a quote →Full Agency Operations System
All of the above, built and run as one system — lead routing through reporting, end to end.
Get a quote →
Engagements typically start with a paid audit of your current process, followed by a build phase and an ongoing monthly retainer to run and improve the system. Message us on WhatsApp or fill in the form below — we'll reply within 24 hours.
Common questions
Everything you want to know.
No. We sync with whatever CRM you already run — HubSpot, Pipedrive, a spreadsheet, or something custom-built. If your current CRM is more than your team needs day-to-day, we can also build a simplified interface on top of it. Nothing you rely on gets replaced unless you want it to.
Every piece of data we surface is labeled by confidence — Verified (cross-checked against public records), Modeled (estimated from available data), or Unconfirmed — so your team always knows what to trust before acting on it. We never present a guess as a fact.
All of the above. The underlying systems — sourcing, scoring, CRM automation, reporting — apply across acquisitions firms, title companies, property managers, and real estate investors. We scope the specifics to your workflow.
We start with an audit of your current process — team, tools, data flow, bottlenecks — and come back with a prioritized roadmap and ROI estimate. Then we build the agreed systems. After launch, we monitor performance and keep optimizing rather than disappearing after handoff.
No. We're built for boutique teams — typically 5 to 50 people — where the manual workload is heavy relative to team size. That's usually where automation has the clearest, fastest payoff.
You don't have to start with everything. Most clients start with a single workflow — lead routing, CRM cleanup, or weekly client reports — and expand once it's proven out.
Yes. If you have a Zapier account, especially a paid plan, we connect it directly so your existing automations keep running through the new system instead of being rebuilt from scratch.
Yes — we build all of the same categories of system for any business type. Real estate acquisitions, title, and property management are simply where we're focused right now. See everything we build →
Get started
Tell us where the manual work is heaviest.
Send us your details and we'll tell you exactly which system fits your agency, how long it takes to set up, and what it costs. No sales pressure. Just a straight answer.