Property investment
Connect investor enquiries, property reviews and settled purchases in one timeline.
Example tags
What you can learn
- Requested a guide, then booked a consultation
- Completed a brief and reviewed 3 properties
- Inspected a property, then made an offer
- Signed a contract after a consultation
- Settled a purchase, then sent a new brief
- Requested property details twice this week
Built from recorded events, using the rules we agree with you.
Say what you want to learn. See how it is defined.
DataGlue shows the formula: which events count, in what order, and over what time. Our team builds and checks it with you.
This is an example rule. Your event names, time limits and links are agreed in the build.
Example formulaEvents → tag
Find an investor ready to review a shortlist.
- CRM: investment brief completed
- Bookings: consultation attended
- Website: 3 property detail requests
In this order, within 30 days, for the same investor.
Tag created
Ready for a property shortlist
Start with a question that matters.
Find investors ready for a review
Join a completed brief, a consultation and requests for property details.
Follow enquiries to settlement
Connect the first enquiry, inspection, contract and settled purchase.
See repeat investment journeys
Join a settled purchase with a later brief and another consultation.
Each system adds a piece of the story.
Website
Property views, guide requests and enquiries.
CRM
Investor calls, briefs and offers.
Bookings
Consultations and property inspections.
Property & settlement records
Property details, contracts and settlement dates.
We agree how each source connects through your warehouse, API or the connections in your build. Person records need a shared id to join. Vehicle, shipment, machine and site tags stay on those records.
Send the tag where your team works.
Choose the destination. We build the route so the result can reach the tools your team already uses.
- CRM
- Email tools
- BI dashboards
These are example destinations. The formula stays the same wherever the tag is sent.
Describe the outcome. We’ll join the data.
Bring one investor journey. We’ll join the enquiry, review and settlement records.
A dedicated team builds the connections, rules and destinations with you.