A property buyer in Mumbai rarely contacts one broker. They submit the same enquiry on a portal, message two Instagram pages and call a number from a hoarding. The broker who replies first with useful details usually gets the site visit. Real estate lead automation is about making sure that is you, every time, even at 11pm.

Six-step real estate lead automation flow from portal lead to site visit
The broker who replies first with useful details usually gets the visit.

Minute by minute

  1. Minute 0: the lead arrives from a portal email, an Instagram or Facebook form, or your website.
  2. Minute 1: it is created in your CRM with source, project, budget and location.
  3. Minute 1–2: the buyer gets a WhatsApp message with the project brochure, location pin, price range and a link to pick a site-visit slot.
  4. Minute 2–5: AI reads the enquiry and any replies, tags the lead hot, warm or cold, and assigns it to the right salesperson with a short summary.
  5. Before the visit: reminders the evening before and on the day, with the location pin and the salesperson's name.
  6. After a no-show: an offer to reschedule, and an alert to the salesperson.

Getting leads out of portals

Most portals deliver leads by email, export or a CRM integration, depending on your plan. We parse lead emails automatically or connect the integration, so nobody copies leads by hand.

Qualifying without annoying buyers

Ask two or three questions at most: budget range, configuration (1, 2 or 3 BHK), and timeline. AI can pick these up from free-text replies, so the conversation feels natural.

Know which source pays

A weekly report shows leads, visits and bookings by portal and campaign. Many brokers find one source brings most closings, and cut spend on the rest.

Cost

Portal lead → CRM → instant WhatsApp reply starts at ₹15,000. With visit booking, no-show follow-up and reporting it usually falls in our Growth range from ₹40,000. Meta charges per message on top. See real estate lead automation.