Real estate lead automation: one owner per buyer, and no site visit left unlogged.
The same buyer can enquire on a property portal, then on your website, then on WhatsApp. Without a check, three agents call them and a channel partner claims the lead too. We can build an automation that gives each buyer one owner.
Example workflow. Not client work.
All automation examples by industryHow our AI automation service works
How each enquiry is routed
Leads arrive from portal emails or exports, your website form and WhatsApp click-to-chat. The AI reads the project, configuration (2 BHK, 3 BHK), budget in lakhs or crores, preferred locality, purchase timeline and whether a home loan is needed. The mobile number is then compared across sources within a window you set.
| Situation | What the automation does | Who decides |
|---|---|---|
| New number for a known project | Assigns it to the agents on duty for that project, in turn, with a first follow-up due by your sales head's deadline | The assigned agent |
| Number already owned by another agent | Keeps the current owner and records the new enquiry on that lead | Sales manager, if either agent disputes it |
| A channel partner registered the number first | Holds the lead with the partner's registration date | Sales manager |
| Site-visit date passed with no outcome logged | Flags the visit | Sales manager |
| Buyer ready to pay a token or booking amount | Requests a hold on the unit | Sales manager approves before any payment link is sent |
The unit-hold approval means two agents cannot promise the same flat.
Once that approval is given, the token or booking amount goes out as a payment link. The amount and the payment method are your choice, set in the scope.
Where you supply a project’s RERA registration number, the messages for that project can carry it. The automation prints the number you give us against that project. A project with no number supplied goes out without one.
The leads sit in the CRM you use today, if it offers an API or data export. Or they can sit in Microsive CRM, built on the open-source Twenty project.
Where your team decides
Ownership disputes, unit holds and channel-partner claims go to the sales manager. Agents speak to a buyer before any lead is closed, whatever budget the buyer stated.
What an agent sees on each lead
Each lead shows the sources and dates of the buyer’s enquiries, the budget and configuration as the buyer stated them, the next follow-up and whether it is overdue. Once a site-visit date passes, an outcome field has to be filled in before the lead moves on. When ownership is disputed, both agents see the enquiry dates the sales manager uses to decide.
If you want buyers called back automatically, see our voice agents page.
Sample lead
Assign a sample buyer enquiry.
Interactive simulation · sample data
Fictional enquiries for a fictional project, "Sample Heights, Tower B". Pick one and see who ends up owning the buyer.
Choose what happens
Pick one above. Nothing here is live: no call is placed, no message is sent and nothing is saved.
FAQ
What if a buyer gives no budget, or a range that spans two configurations?
The lead is still assigned. The budget field is marked “not stated” or shows both configurations, such as 2 BHK and 3 BHK, and the agent confirms it on the first call.
Can channel partners see their leads?
We can scope a partner view with its own access rules. What partners see is agreed with your sales head.
How many sources feed your sales team's leads?
List the portals and channels, and how leads get assigned now. Someone from our team replies within one business day.