From first enquiry to the next accountable action.
Captraex keeps the person, property, conversation and next step in one operating history. Information is captured once, linked to its source and turned into work an agent can inspect and approve.
Walk through the workflowFive moments. No missing context.
The workflow follows a single buyer from an inbound portal enquiry to an agent-approved next step. Each moment keeps its evidence and owner.
One record, however the enquiry arrives.
Portal, website, email, telephone and manually entered enquiries enter the same queue with source, owner, qualification state and next response due. Possible duplicates are surfaced for review rather than merged silently.
Requirements with receipts.
Budget, timing, location, priorities and proceedability remain connected to the conversation or note they came from. An agent can inspect the evidence before accepting a proposed change.
A match should explain itself.
Captraex shows the hard requirements, engagement signals, blockers and trade-offs behind a match. When the buyer brief or property changes, the reasoning can change with it.
The appointment stays with the story.
Proposed times, confirmations, changes and feedback sit beside the person and property rather than disappearing into a separate calendar thread.
Vendor confirmed
Agent hold
Bellenden Road
Maya Carter
Drafted for the agent. Decided by the agent.
A conversation or voice note can produce a proposed summary, selected record changes, a follow-up task and a draft message. The agent chooses what to accept, edit or leave out.
Work that cannot quietly drift.
Overdue, due-today and unassigned work appears in one operational queue. Completing a task requires an outcome, so the next person sees what actually happened.