Skip to content

How it works

One workflow for the whole life of an opportunity, with a record of every step so nothing depends on memory or a spreadsheet.

Request a DemoStart the tourWhere projects come from

01Discover

Every opportunity, with where it came from.

Your landing page and chat assistant send enquiries straight in. Add opportunities you hear about yourself, and import project records from sources you're allowed to use.

  • Verified project, direct enquiry, business prospect and inferred signal are labelled differently
  • Observed date and import date kept apart
Builders & developers · Newcastle · next 6 months

  • Duplex, 2 lots — DA lodged

    Project opportunity

    LambtonSource: Council DA registerObserved 3 days ago

  • Townhouse package — tender

    Project opportunity

    WallsendSource: Licensed tender feedObserved 6 days ago

  • Double-storey new build enquiry

    Enquiry

    MerewetherSource: Your landing pageReceived 4 min ago

02Qualify

Fit you can explain to your team.

Fit compares the opportunity with your services, areas and preferences. Buying intent is inferred from recorded evidence and labelled that way.

  • Unknowns are listed, not guessed
  • Qualify or disqualify with a recorded reason

Why it fits

Strong fit · 82

Confidence

High
  • Matches

    Service match

    You offer home builders

  • Matches

    Location coverage

    Inside Merewether, Newcastle NSW 2291

  • Matches

    Timing

    Wants to start in 1–3 months

  • Unknown

    Budget fit

    Budget not stated

  • Matches

    Required answers

    Owns the land: Yes

Missing: budget range, decision-maker. Ask before quoting.

03Engage

Fast follow-up without losing control.

A follow-up task is created the moment an enquiry arrives. Brex AI drafts the reply; you approve it and send it.

  • Do-not-contact blocks outreach
  • Every contact attempt is on the timeline

Brex AI

Read-only
Draft a reply to Sarah asking what we still need.

Sarah wants a double-storey new build in Merewether on land she owns, starting in 1–3 months Enquiry B-01. Budget and the decision-maker are not recorded.

Draft email

Hi Sarah, thanks for getting in touch about your new build in Merewether. Before your site visit, could you share a rough budget range, and let us know who else is involved in the decision?

Nothing is sent without your approval.

Copy draft

04Book

Appointments that stay accurate.

Visitors pick from your free times on your page; you confirm with one click. Phone, video or site visit, always in your business's time zone across the USA, Australia and New Zealand.

  • Scheduled, confirmed, attended, no-show, cancelled, rescheduled
  • Booking advances the pipeline

This week

1 request to confirm
MonTueWedThuFri
8a9a10a11a12p1p2p3p4p
ServiceLinda
Site visitLiamSite visitElena
CallDanielRequestedSarah
Site visitBenVideoRyan
Site visitIsla

Sarah Mitchell asked for a site visit

Wed 1:00 pm · Merewether

Confirm

05Win & grow

Outcomes, and what they teach you.

Close opportunities as won or lost with a reason. Reports show response time, lead sources, win rate and pipeline by stage.

  • Measured on outcomes, not raw lead volume

Won this quarter

A$612,000

Qualified

Knockdown rebuild

Value not set

Proposal

Duplex on two lots

A$980,000

Won

Single-storey family home

A$612,000

Sourcing rules

How Brexoo finds projects, in full.

The same rules the product enforces: where an opportunity may come from, what has to be true before it's labelled verified, how intent is scored, and why your leads are never shared.

  1. 01SourceYour page, chat, calls and registered project sources
  2. 02VerifySource, dates and contact permission recorded
  3. 03ScoreExplainable fit and inferred buying intent
  4. 04NotifyAlert and a follow-up task, straight away
  5. 05RespondCall, reply or book a site visit from the record

Where do opportunities come from?

Four places, and every record says which one.

  • Enquiries from your Brexoo landing page and its chat
  • Calls, walk-ins and referrals you log yourself
  • Project records from sources you register and are allowed to use, such as council DA, permit and tender registers
  • Business prospects like developers and property managers

How are projects verified?

A source has to be registered before anything is imported from it.

  • Each source is recorded with its terms and permitted use
  • Every record keeps its source, the date it was observed and the date it was imported
  • Records marked “contact not permitted” can be researched but not contacted
  • Only records from a registered source are labelled Verified project

How are homeowner enquiries identified?

Only when the person contacts you. Nothing is labelled an enquiry by guesswork.

  • They fill in your page's form, use its chat, or call and you log it
  • Consent and the wording they agreed to are recorded with the enquiry
  • Rate limits block floods of submissions, and repeat enquiries from the same person are linked, not double-counted
  • These are the only records labelled Direct enquiry

How is buying intent calculated?

From dated evidence on the record, and always labelled inferred.

  • Booked appointment +3 · asked for a site visit +2 · wants to start within a month +2
  • Stated a budget, owns the land, is the decision-maker, got in touch again, detailed brief, enquired in the last 3 days: +1 each
  • Start 6+ months away, doesn't own the land yet, or no booking after 45 days: −1 each
  • 5+ is High, 3+ Medium, otherwise Low; fewer than two signals is “Not enough evidence”

Are leads shared with other builders?

No. Brexoo doesn't sell, share or auction leads.

  • Enquiries to your page go only to your workspace
  • Imported records come only from sources you register
  • Each business's data is isolated, in the app and by row-level security in the database
  • There's no lead marketplace and no pay-per-lead

How do I receive and respond?

The moment an enquiry arrives, it's in front of you with a task due.

  • An in-app alert, plus a follow-up task due within your response target (4 hours unless you change it)
  • Email, SMS or Slack alerts through your Make.com scenarios
  • Overdue follow-ups rise to the top of your dashboard
  • Brex AI drafts the reply or call script; you approve it, then call, reply or book a site visit

The full lifecycle

Nine stages, one record.

  • 01

    Discover

    Enquiries from your page and records you add, each with source and freshness.

  • 02

    Identify

    Project type, location, timing and scope, with unknowns clearly marked.

  • 03

    Score

    Explainable fit and a separate confidence level. Never an unexplained AI score.

  • 04

    Capture

    Contact, project and enquiry saved as one traceable record.

  • 05

    Qualify

    Your questions, your criteria, a recorded decision with a reason.

  • 06

    Engage

    Tasks and drafts for approved communication, respecting opt-outs.

  • 07

    Book

    Calls and site visits with time zone, status and history.

  • 08

    Convert

    Estimate, won or lost, with value and loss reasons.

  • 09

    Learn

    Outcomes by source, industry and service to guide decisions.

Walk through it with us.

A 30-minute demo using your services and service area.

Request a Demo