Real Estate

Respond to every lead while it is still warm.

For agencies, brokers and property managers whose leads arrive by call, text, portal and WhatsApp, often outside office hours.

Context

Typical operating pressures

The communication problems that usually shape projects in this industry.

  • Leads from many portals and channels
  • Agents working from mobiles in the field
  • Slow follow-up losing deals to faster competitors
  • Tenant and maintenance calls at all hours

Examples

Example implementation patterns

Illustrative patterns showing how work is typically shaped. They are not descriptions of client projects.

Example pattern: instant lead response

A portal enquiry triggers an immediate SMS or WhatsApp reply, creates the lead in the CRM and assigns it to the right agent by area.

Example pattern: one number, every agent

A shared business number rings agents’ mobile apps, logs every call against the property and contact, and records voicemails as tasks.

Discovery questions

Questions the first conversation usually needs to answer.

  • Where do your leads come from today?
  • Which CRM do your agents use?
  • How quickly is a new lead contacted now?
  • Do you handle property management calls?

Scope considerations

  • Automations follow consent and messaging rules for each channel.
  • Agent apps and routing are configured around how your team works.

Next step

Start with your situation.

Describe your organisation, the problem and the constraints. The scope follows from there.