Automated Lead Capture and Assignment
We built a CRM that captures enquiries from every marketing source automatically and routes each one to the right salesperson, with its source tracked for reporting.
Case Study
AI-Powered CRM for Real Estate Sales
A real estate developer selling across several projects was losing leads between marketing sources, spreadsheets and phone calls, and had little visibility from first enquiry through to handover.
We built an AI-powered CRM that brings leads, site visits, inventory, bookings, payments and post-sales work into one platform, on the web and on the sales team's phones.
The Challenge
Plenty of enquiries, too few bookings
The sales team was busy, but leads, visits and customer records lived in too many places.
Leads Lost Between Sources
Enquiries arrived from websites, portals, social media, calls and channel partners, then sat in spreadsheets and inboxes, and many were never followed up.
No View of the Sales Pipeline
Managers could not see which leads had visited a site, which were negotiating, or how each salesperson and campaign was performing.
Disconnected Post-Sales Work
Bookings, payment schedules, documents, registration and handover were tracked separately, so customers chased the team for updates.
The Solution
One CRM from first enquiry to handover
We designed the CRM around the way property is sold, with workflows for leads, site visits, inventory, bookings and post-sales built in.
AI Lead Qualification and Follow-Ups
AI scores leads on intent, budget and engagement, responds instantly, and runs follow-up calls, messages and drip campaigns so no lead goes cold.
Site Visit Management
Visits are scheduled, assigned and tracked with automatic reminders for both the customer and the sales team.
Project and Inventory Management
Units across multiple projects are managed in one place, with real-time availability that updates as bookings are made.
Post-Sales and Handover Tracking
Bookings, payment schedules, dues, documents, registration and handover are tracked on each customer record, together with every conversation.
Results
Fewer lost leads, more site visits and bookings
Faster Lead Response
Instant alerts, automatic assignment and AI responses mean every enquiry is answered quickly.
Higher Conversion
Better qualification and consistent follow-ups move more prospects to site visits and bookings.
Full Sales Visibility
Real-time dashboards show leads, visits, bookings and team performance across every project.
Smoother Customer Journey
One connected record from first enquiry to handover gives customers faster answers and fewer surprises.
Conclusion
By bringing every lead, visit, unit and customer onto one AI-powered platform, the developer stopped losing enquiries, gave managers a clear view of the pipeline and turned post-sales work into a predictable process. Sales teams spend less time on manual follow-ups and more time with buyers who are ready to move.
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