01 — Client intake
Never miss an inquiry again.
New inquiries, referrals, and form submissions get logged and matched against your intake criteria automatically — no one has to go looking.
Professional Services · Available now
Stop chasing clients.
Let the system
book them.
Client intake, scheduling, CRM hygiene, and reporting — running automatically in the background while your team focuses on billable work. Built and run by Clannco for professional service firms.
Built around your existing CRM · Weekly reports · No tech skills needed
AI
Clannco Intelligence
Watching every inquiry · always on
New inquiry: J. Martinez — matches your intake criteria
09:14
Added to pipeline · fit score 8.7/10 · flagged as high priority ✓
09:14
Data confidence: Verified — intake form + prior history cross-checked
09:15
⚡ Synced to your CRM automatically · Ranked by fit
What we automate
02 — Lead scoring
Know which clients are worth prioritizing.
Every inquiry 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 client, tracked in one place.
No more updating three spreadsheets. Clients, matters, 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 practice. 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 clients to stop slipping through the cracks.
Service 01
Never miss an inquiry again.
Right now, someone on your team is manually checking email and forms for new inquiries. We replace that with a system that scans continuously and only surfaces what actually matches your intake criteria.
Scans inbound email, forms, and referrals against your criteria automatically
Flags priority signals — urgency, budget fit, referral source
Every inquiry labeled by data confidence — Verified, Modeled, or Unconfirmed — so you know what to trust
New inquiries land directly in your CRM, not in someone's inbox
Intake 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 timeEmail
Web forms
Referrals
24/7
Service 02
Know which clients are worth prioritizing.
Not every inquiry deserves the same response time. We score every lead on fit — budget, urgency, service match — before your team spends a single minute on it.
Every inquiry scored on fit against your specific intake criteria
Ranks leads so your best people spend time on your best clients
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
J. Martinez — 8.7 fit score · ready to engage
R. Chen — 6.2 fit score · needs follow-up
T. Alvarez — 3.1 fit score · low priority
7 inquiries scored automatically overnight
Fit scoring
Auto re-rank
Transparent logic
Service 03
Every client, tracked in one place.
Most firms lose clients 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.
Clients, matters, 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 client 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 client shows real interest
Cadence and messaging built around your intake process, not a generic template
Every touch logged back to the client 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
Reports, delivered — not dug for.
No one on your team should be spending their Friday afternoon building a client report by hand. We deliver it to you automatically, built from the same data your firm depends on.
Weekly reports on pipeline, billable hours, and intake activity
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.
Pipeline health, matter stages, 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 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 practice. Not a template.
Every engagement is scoped around what your firm 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.
Client Intake & Scoring
Continuous inquiry scanning, fit matching, and lead 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 →Practice Reports
Weekly, confidence-labeled reports on pipeline and billable activity — 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 Practice Operations System
All of the above, built and run as one system — intake 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 — intake, CRM cleanup, or weekly 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 practice, how long it takes to set up, and what it costs. No sales pressure. Just a straight answer.