Getting started
How long does onboarding take?
Most agencies are live within 48 hours. We import your existing leads (if any), configure the n8n workflow with your branding, connect your email and SMS provider, and walk you through the CRM in a 30-minute session.
Do I need to use n8n or Twilio accounts I already have?
You can bring your own — we'll wire the workflow into your existing n8n cloud or self-hosted instance and your existing Twilio account. If you don't have them, we'll provision them on your behalf during onboarding (costs passed through at Twilio's published rates).
Which portals does it integrate with?
Rightmove, Zoopla, OnTheMarket, and any form that sends enquiries to an email inbox. We parse the incoming email, qualify the lead automatically, and push it into your CRM pipeline.
Using the CRM
My Inbox shows "Preview mode" — what does that mean?
Preview mode means the CRM's send buttons are not connected to your live n8n webhook yet. Messages you "send" appear in the UI but don't actually fire through Twilio. To go live, set
N8N_SEND_WEBHOOK in crm.html to your activated Send From CRM Webhook URL from n8n.Why aren't my leads appearing?
Check the n8n integration panel — if the backend status shows "Offline", the Render server has likely spun down from inactivity. Click "Wake backend" and wait 30-60 seconds. If leads are still missing, check that your n8n workflow is Active and that the HTTP Request node is pointing at the right CRM_BASE_URL.
A contact replied STOP — what happens?
The inbound webhook parses STOP, UNSUBSCRIBE, and PAUSE keywords as intent
unsubscribe. The CRM automatically flags that contact with do_not_contact = true and hides the Send buttons on their record. This is required to comply with UK PECR.WhatsApp & SMS
Can I use WhatsApp before my sender is approved?
No — Twilio requires a 3-10 day approval for WhatsApp Business senders. SMS works immediately with any purchased Twilio number. We recommend starting with SMS for appointment reminders and bringing WhatsApp online once approved for match alerts and richer conversations.
Why do WhatsApp first-contact messages fail?
WhatsApp requires pre-approved templates for any message sent to a user who hasn't messaged you in the last 24 hours. Submit your match-alert and reminder templates via Twilio Console → WhatsApp Senders → Templates. Once approved (usually under 24h), the workflow will send them through as-is.
My SMS reminders aren't firing.
Common causes: (1) the appointment's
reminder_sent flag is already true — check the record in the CRM; (2) the appointment time is outside the 20-28 hour window the sweep uses — reminders only fire once per appointment, roughly 24 hours before; (3) the hourly sweep is disabled or failing — check the workflow execution log in n8n.Billing & account
How is the service priced?
Monthly subscription with a flat platform fee plus pass-through Twilio costs (usage-based). Full pricing is shared during your demo — it depends on the number of valuations and the channel mix (SMS vs WhatsApp).
Can I cancel anytime?
Yes. Subscriptions are month-to-month with 30 days' notice to terminate. On cancellation you get a 30-day grace period to export your data before it's deleted. See our Terms for the full cancellation clause.
How do I export my CRM data?
Email us and we'll provide a full CSV export of leads, appointments, applicants, and messages within 3 business days. You can also hit
GET /api/leads, /api/appointments, /api/messages directly with your API key if you prefer programmatic access.Still stuck?
Email quantisticsystems@gmail.com with a description of what you're seeing — screenshots welcome. We respond within one business day (usually much faster during UK working hours).