What can be automated
- Capture from sources with an available integration
- Normalization and duplicate rules
- Assignment, tasks and alerts
- Traceability and operational reporting
Real estate automation
FUNCTIONAL DEMO
Follow one lead.See where control is gained.
Walk through a fictional case from capture to follow-up, without replacing the CRM or automating the personal conversation.
Start the demo5 steps · under 2 minutes
ONE JOURNEY, FIVE DECISIONS
A prospect arrives. The system makes the next step clear.
Choose a source and move through each step. The final conversation always stays with the sales team.
This demo uses fictional data. It does not contact anyone or store real information.
Step 1 / 520%
- 1Capture
- 2Duplicates
- 3Assignment
- 4Next action
- 5Visibility
A new prospect arrives
The source and context reach one inbox together.
Property portalApartment · Querétaro
New lead detectedRef. QRO-024Source preserved
Prevent duplicate records
A rule checks synthetic identifiers before creating another opportunity.
Primary entryQRO-024Property portal
Repeated entryQRO-024-BApartment · Querétaro
Possible matchSame fictional identifier in two entriesOne history
Assign an owner
Area and availability guide the assignment. The team can override it.
Rule applied
Area matchQuerétaro Centro
Team availabilityONLINE / 02
Suggested owner
02Central Advisor 02
The assignment can be changed manually.Make the next action clear
The system prepares a task; it does not reply or make promises for the advisor.
Everything stays visible
Source, status, owner and next action appear in one summary.
Follow-up summaryRef. QRO-024
NewAssignedContact pending
- Owner
- Central Advisor 02
- Next action
- Review the context and reply personally through the authorized channel.
- Area
- Querétaro Centro
Journey completed
Every opportunity now has context, an owner and a next action.
Compatibility with portals, forms, CRMs and other sources is confirmed before quoting. This demo does not assume an integration is available.AUTOMATION WITH CLEAR BOUNDARIES
The system organizes. Your team keeps the relationship.
What remains human
- Personal conversations
- Promises, pricing and negotiation
- Exceptions and sensitive decisions
- Meetings and commercial close
YOUR OPERATION, NOT A TEMPLATE
Show us how prospects reach you today.
We review your sources, CRM and the point where follow-up gets lost. Then we propose a concrete scope.