CUSTOM SOLUTIONS · REAL ESTATE

Automation for real estate

Convert needs and preferences into relevant proposals, clear comparisons, and opportunities ready for your sales team.

A sales advisor who finds the right project

Manual work we can reduce

  • Show the same portfolio to all visitors.
  • Repeating questions and checking availability manually.
  • Following up late with truly interested people.

What an automation can do

  • Useful questions to understand the area, stated budget, and timeline.
  • Comparison of projects based on the current portfolio.
  • Coordinated visits and opportunity follow-up in the CRM.

How the process is built

  1. Discovery

    Someone is looking for a home near work. The advisor explores the location, size, preferred date and budget the person chooses to share; it does not determine credit eligibility.

    Explore this step in the demo →
  2. Portfolio

    Consult the current portfolio and validate zone, features, prices, and availability before presenting proposals.

    Explore this step in the demo →
  3. Proposal

    Compares available projects using prices, location, and authorized features. Explains why each option fits and which aspects a human advisor still needs to validate.

    Explore this step in the demo →
  4. Comparison

    Explain the differences between options using portfolio data. Resolve questions and provide financial or contractual terms to a professional.

    Explore this step in the demo →
  5. Visit

    Resolves portfolio questions, shares materials, and offers visit times based on the connected calendar. Contractual terms and financing are handled by professionals.

    Explore this step in the demo →
  6. Follow-up

    Logs interest and objections in the CRM, reminds sales of tasks, and provides authorized continuity. The advisor receives a qualified opportunity, not just a form.

    Explore this step in the demo →

Tools we can evaluate

WhatsApp / web · CRM · Portfolio and availability · Google Calendar.

Connectivity depends on available APIs, plans, and permissions. These examples illustrate potential projects; they do not represent installed features or guaranteed results.

From an idea to a solution for your business

First, we review your workflow, available data, and tasks requiring human judgment. We define validations, responsibilities, and exceptions, then test the flow before connecting it to live operations. Your team retains control over key decisions.

Does the initial assessment cost anything?

The initial feasibility assessment is free of charge. Implementation and maintenance are quoted separately based on scope.

Can you connect to my existing tools?

We assess your integration mechanisms and permissions before confirming the scope. You don't need to change all your tools to get started.

Does the system replace the team?

The goal is to reduce repetitive tasks and deliver organized information. Exceptions, negotiations, and decisions requiring human judgment remain with your team.

Let's evaluate your process →

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