Several people giving instructions
The team needs to confirm who can approve the scope rather than acting on conflicting messages.
Backed byClient Intake Software for Estate Clearance Companies Estate inquiries,
Client Intake Software for Estate Clearance Companies Estate inquiries,
kept together.
Keep estate-clearance inquiries, property photos, family contacts, and next steps organized. Zweelie supports thoughtful, consistent client communication.
Customer work for estate clearance companies
Zweelie helps estate-clearance businesses organize practical client communication during a difficult transition. Several relatives or property contacts may be involved, each with different information. Keep the agreed contact, property details, photos, and consultation notes together while a person from your team guides the relationship.
Built around the work of: estate-clearance business owners, estate sale coordinators, property clearance specialists.
When a request gets lost, the work can follow.
The customer communication problems that estate clearance companies need to solve.
What's at stake
Photos and scope separated
A room photo means little without the discussion about what should stay or go.
Sensitive callbacks delayed
A family waits for an update because the next conversation has no clear owner.
From the first inquiry to an owned next step
Example workflow for estate clearance companies; your staff confirm scope, timing, and any professional decisions.
Take a respectful initial inquiry
Collect the property, primary contact, requested service, and preferred way to continue the conversation.
Prepare a human consultation
Link relevant photos and notes to an opportunity for the person assessing the scope and authority to proceed.
Keep decisions connected
Record agreed client next steps and payment requests without replacing the personal communication the situation needs.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
We're arranging a family home's clearance. Could someone call to explain the process?
Thanks, Audrey. Robin will follow up with you.
Family home clearance consultationAssigned to Robin Hayes
Thanks, that works for me.
Robin has your request.
AL
Audrey Lane
1 call
Audrey requested a private call about the family home. Confirm the authorized contact and rooms in scope.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Family home clearance consultation
Audrey Lane
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
AL
Audrey Lane3 files
Drop files hereFiles for family home clearance consultation
property-overview.jpgAudrey Lane · Family home clearance consultation
Photoconsultation-notes.pdfAudrey Lane · Family home clearance consultation
Documentagreed-scope.pdfAudrey Lane · Family home clearance consultation
DocumentForms
Build an intake form around primary contact, property location, requested services. Accept relevant files and connect submissions to customer opportunities.
Willow Estate CareClearance consultation request
Tell our team what you have in mind.
Form submitted
Family home clearance consultation
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Willow Estate Care$1,800Family home clearance consultation
- Customer
- Audrey Lane
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
RH
Family home clearance consultation
Audrey requested a private call about the family home. Confirm the authorized contact and rooms in scope.
Audrey LaneFamily home clearance consultationIn progressCM
Downsizing collection quote
DraftSimon shared a downsizing item list. Arrange a conversation about collection and items to retain.
Simon BrooksDownsizing collection quoteOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Keep valuations, sale inventories, estate accounting, legal authority checks, and disposal records in your specialist processes. Use human communication for sensitive family discussions and decisions.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from estate clearance companies
Can Zweelie decide who is authorized to approve an estate clearance?
No. Your team must verify authority and agree the scope directly. Zweelie can organize the contacts, notes, and communication that support that discussion, but it does not resolve conflicting instructions or make legal determinations.
What should estate clearance companies keep in their existing systems?
Keep valuations, sale inventories, estate accounting, legal authority checks, and disposal records in your specialist processes. Use human communication for sensitive family discussions and decisions.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for estate-clearance business owners, estate sale coordinators, property clearance specialists.