Lead Automation for Real Estate Teams
Capture, reply, follow up and book site visits automatically โ 24/7. Built for real estate teams handling 500+ enquiries per month.
Who this setup is for
Mid-size real estate teams with 500+ inbound enquiries per month
Leads come from WhatsApp, phone calls, Instagram, and property portals
Teams need structured follow-up and clear visibility into which enquiries convert
How it works in 30 seconds
Lead comes in
Any channel
AI replies in <2s
Instant engagement
Auto-qualifies
Smart questions
Books meeting
Zero back-and-forth
You close the deal
Focus on what matters
The real problem in this industry
WhatsApp messages are missed during off-hours or when agents are busy
Response times are slow, especially during peak enquiry periods
No structured follow-up process for leads who do not respond immediately
No visibility into which enquiry sources actually convert
Heavy dependency on sales staff availability to respond to enquiries
How the system is set up
Lead capture
Leads from WhatsApp, Instagram, portals, and website forms flow into one central system automatically.
First reply
Every enquiry gets an instant reply within 2 seconds โ acknowledges interest and asks a qualifying question.
Intent checking
Smart questions identify property type, budget, location, and timeline. Leads are auto-tagged as hot, warm, or cold.
Follow-ups
Automated follow-ups at 4 hours, 24 hours, and 3 days if the lead doesn't respond.
Booking
Qualified leads get a calendar link in WhatsApp. Reminders sent 24 hours and 1 hour before the visit.
Tracking
Dashboard tracks every enquiry from first contact to deal closure with source attribution.
What AI handles vs. what you handle
Runs automatically 24/7
No manual work required
Your team handles
Only when it matters
Routine work is automated. Your team steps in only when the lead is qualified and ready.
Results & business impact
20โ40% more site visits booked from same lead volume
2โ3x faster first response compared to manual teams
30โ50% reduction in lead leakage
Higher conversion from paid portals and ads
Response times drop from hours to seconds for all enquiries
More site visits booked because leads do not go cold
Fewer missed enquiries due to 24/7 automated coverage
Better visibility into which enquiry sources convert best
Sales team focuses on qualified leads instead of chasing all enquiries
Follow-up happens automatically, reducing manual tracking
Example scenarios
We got an enquiry from Instagram at 9 PM. The system replied instantly, and by 9:06 PM, the site visit was booked. The client showed up the next day and closed the deal.
A portal lead came in at 11:30 PM when our team was offline. The system handled it immediately, and we had a visit scheduled for the next morning. Without automation, we would have lost this lead.
We had a lead from 3 days ago that went cold. The automated follow-up sequence revived it, and they ended up booking a visit and converting. This wouldn't have happened manually.
Real-world result
โWe used to lose leads every evening and weekend. Now the system books site visits while we sleep. In the first 6 weeks, we saw a 37% increase in booked visits from the same ad spend.โ
PropVista Realty
Real Estate ยท Results after 6 weeks
37%
More site visits booked
Who this setup is not for
Platform Capabilities for Real Estate
Explore the AI automation features that power your real estate lead system
