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Real Estate

Automated lead follow-up for a real estate sales team

CRM automation and AI lead scoring for a Jeddah-based real estate agency.

What this produces

  • Every enquiry routed and acknowledged without manual triage
  • Lead scoring the sales team can see and challenge
  • Follow-up that continues when the agent is busy
  • A pipeline view that reflects reality, not data entry

The Challenge

A property agency with 8 agents was receiving 200+ enquiries per month but only converting 3%. Most leads went cold after a single WhatsApp message due to agents being overwhelmed. The team had no visibility into the pipeline and no consistent follow-up process.

Our Approach

1

CRM Setup & Pipeline Design

We implement HubSpot or Zoho CRM configured for the Saudi real estate workflow — from first inquiry to contract signature — with Arabic-language templates.

2

WhatsApp & Lead Capture Integration

We connect all inbound channels (website, WhatsApp, social) to the CRM so every lead is captured automatically and assigned to the right agent.

3

AI Lead Scoring

We build a scoring model that ranks leads by conversion likelihood based on enquiry type, budget signals, and engagement behaviour — so agents focus on the warmest prospects first.

4

Automated Follow-up Sequences

We set up time-based and behaviour-triggered follow-up sequences in Arabic and English, ensuring no lead goes untouched for more than 24 hours.

Technologies & Services

HubSpot CRMWhatsApp Business APIAI Lead ScoringWorkflow AutomationZapier / Make
Worked example — not a client record:This scenario illustrates our approach to real estate CRM transformation in the Saudi market.

Facing a similar challenge?

Let's talk about how we can apply this approach to your business.