Platform · Workflows

Follow-up that never forgets anyone.

A new lead gets a reply in seconds. A client’s birthday gets its greeting. An unconfirmed appointment triggers its reminder. Workflows run while your team sells: 36 templates ready to switch on, nothing to configure from scratch.

  • 36 plans ready to switch on
  • 19 real triggers
  • 14 branded public forms
Library

36 proven automations, one switch.

Lead welcome, cold-lead rescue, post-showing, birthdays, closing countdown: flip the template on and it runs. 20 of the 36 start on their own when the event happens, with nobody remembering to apply them.

36 seeded plans, with the full timeline in view
20 run themselves: no one has to remember
Plans are born off; switching one on is deliberate
Triggers

Reacts to what actually happens.

Lead created, stage changed, no-show, document signed, form submitted, external webhook. The engine listens to 19 events across your operation and responds with waits, emails, SMS, WhatsApp, tasks, alerts, and stage changes.

19 active triggers, from the CRM to the file
Nine step types, outbound webhook included
If the client replies, the plan pauses itself
AI

Describe it in one sentence.

"When a lead goes 7 days without a reply, text them and create a task for their agent." Type that and the AI assembles the plan with the right steps, without inventing stages or sources your brokerage doesn’t have. You review it and switch it on.

AI-assisted setup from a single sentence
Sanitized against your brokerage’s real catalogs
Dry run with your branding before you switch it on
Intakes

Public forms that create the work on their own.

Visual builder, 14 ready-made templates, and a branded public link: your agency logo, the agent card, and the Equal Housing Opportunity seal. Every submission generates its PDF, creates or updates the lead, and notifies the owner. Consent is verified server-side: compliance by design.

14 templates: buyer, seller, closing, rental, legal
One link per person: the lead goes to whoever shared it
Submission PDF on your letterhead, ready to forward
Control

Automation without chaos.

Every run is logged step by step, and a step that fails doesn’t kill the plan: it skips, it warns, the rest keeps going. Quiet hours respected, a cap of one message per day per contact, and one house rule: the AI drafts, but nothing goes out that a human didn’t switch on.

Per-enrollment log and a failure inbox
Quiet hours and a one-message-a-day cap
Warnings before you switch on, not after
Any given Tuesday

The same engine, two different jobs.

01
You switch the library on

Adopt the brokerage conversion plans once. Every agent works with the same follow-up, whatever their habits say.

02
You see what’s running

How many leads are enrolled per plan, which ones are paused, and what steps failed. A dead channel stops being a lost lead.

03
You capture without development

Publish the valuation form under your brand and wire the webhook to what you already use. Every submission arrives as an assigned lead with its plan running.

Launching · Florida 2026

Want to see it with your operation?

15 minutes, no slide deck: your brokerage inside Galilei, with your questions driving.

Book a demo 14-day trial at launch