Problem
What was happening
Leads arrived by email from several portals and by Facebook lead forms. Agents were out at viewings for most of the day, so enquiries often waited hours, and by then many prospects had spoken to another agency. CRM updates happened in the evening, if at all.
Automation
What we built
- 01
Portal emails and Facebook lead forms parsed into structured leads in the CRM with the property and source attached.
- 02
An immediate WhatsApp and email reply acknowledging the specific property and asking two qualifying questions.
- 03
Answers captured to score budget, area and timeline, with matching listings suggested.
- 04
Viewing slots offered from the assigned agent’s calendar, with confirmations and reminders.
- 05
A morning briefing to each agent summarizing new leads and booked viewings.
- 01
Portal Lead
Email parsed
- 02
Instant Reply
WhatsApp and email
- 03
Qualified
Budget, area, timeline
- 04
Viewing Booked
Agent calendar
- 05
Agent Briefed
Morning summary
Result
What changed
- Every enquiry receives a personalized reply within minutes.
- Agents start each day with qualified leads and booked viewings already in the calendar.
- The CRM reflects every conversation without evening data entry.
- Reminders reduced viewings that were forgotten or missed.



