REAL ESTATE & PROPERTY MANAGEMENT

Automated Lead Qualification & Site Visit Scheduling

A real estate firm receives 200+ WhatsApp enquiries per week. Agents spend 70% of their time qualifying leads that never convert. This AI automation handles the entire funnel — from first message to booked site visit — without human intervention until the lead is ready to buy.

~18 hrs

Saved per week

3x

Faster response

85%

Qualification accuracy

60%

Fewer no-shows

Automated Workflow

How the automation handles the entire process end-to-end

WhatsAppWebsiteMagicBricks99acresIngestUnified PipelineAI Agent(Claude / GPT)Smart Follow-upsBudget MatchLocation PrefTimelineQUALIFIED?YESNOMatchPropertiesSendBrochureScheduleVisitSendReminderUpdateCRMVISITED?YESNOHot Lead ✓Sales HandoffRescheduleNurtureDrip CampaignWeeklyUpdatesRe-engage30-day checkReviewLEGENDMain FlowQualified PathNurture LoopReschedule LoopDecisionHuman-in-the-LoopOutput (Success)Dashed line = loop / retry path

This workflow is for demonstration purposes only. We custom-build automation architectures tailored to each client's specific requirements, tools, and processes.

How It Works

Each step in the automation pipeline

01

Multi-Channel Ingest

Captures leads from WhatsApp, website forms, MagicBricks, and 99acres into a unified pipeline.

02

AI-Powered Qualification

Claude/GPT agent asks smart follow-up questions to understand buyer intent, budget, and timeline.

03

Three-Point Scoring

Scores each lead on budget match, location preference, and purchase timeline.

04

Property Matching

Matches qualified leads with available properties and sends personalised brochures.

05

Visit Scheduling

Auto-books site visits via Google Calendar with confirmation SMS to both buyer and agent.

06

No-Show Recovery

Detects no-shows, sends reschedule messages, and loops back into the scheduling flow.

07

Nurture Drip

Unqualified leads enter a weekly update drip campaign with re-engagement at 30 days.

08

Hot Lead Handoff

Qualified, visited leads are flagged as hot and handed off to the sales team with full context.

Before & After

The measurable impact of automation

Before Automation
Response time2-4 hours
Leads processed/day15-20
Agent qualification time70% of day
No-show rate45%
Follow-up coverageSporadic
After-hours coverageNone
Cost per lead₹850
After Automation
Response time2 minutes
Leads processed/day200+
Agent qualification time0%
No-show rate18%
Follow-up coverage100%
After-hours coverage24/7
Cost per lead₹120

Tech Stack

Tools and technologies powering this automation

ClaudeMake.comWhatsApp Business APIPostgreSQLGoogle Calendar APIMCP ServersCustom AgentCRM ConnectorPDF Generator

Want this for your real estate business?

Let's discuss how we can automate your workflows and save your team hours every week.

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