A buyer in a living room at night reading a reply on his phone, the city lights through the window.

Real estate CRM for brokers · leads

Portal leads land on twenty phones. Who replied to the 21:14 one?

Portals rank agents on how fast they answer, and buyers ask three brokerages at once. We set up Salesforce so every portal, ad and chat lead lands in one queue with a clock on it, an assistant answers at night on the company number, and the buyer gets one agent.

Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks

The problem

Where portal spend turns into missed calls.

The process map

One enquiry, from the portal to a booked viewing.

A portal chat about a 2-bed in Marina Gate 1, sent at 21:14.

  1. 01BuyerAsks on the portalThe chat or call arrives with the listing, the portal and the time.On: Portal lead feed
  2. 02CRMMerges and routesMatches an earlier Meta ad enquiry, keeps both sources and routes to the listing agent’s team.On: Salesforce lead queue
  3. 03AI assistantAnswers in minutesConfirms the unit, asks live-in or rent-out and offers the listing agent’s viewing slots.On: Company chat number
  4. 04Listing agentConfirms in SlackThe booked viewing posts to the team channel; the agent confirms it with one tap.On: Slack
  5. 05Team leaderSees what is waitingAny lead past the team’s reply time goes to the team leader in Slack.On: Slack
  6. 06OwnerReads source to commissionEach closed deal traces back to the portal, ad or referral that started it.On: Salesforce dashboard
Who does what, and on which screen. Your steps and names replace ours during setup.

The screens

The queue, the chat and the claim.

Example names and figures. The chat look is ours, not WhatsApp’s.

  • A Salesforce lead console: 38 new today, a 4-minute median first reply, 3 over two hours and 6 duplicates merged; a queue of portal, Meta ad, WhatsApp, website and walk-in leads with the assigned agent, waiting time and first reply; one overdue lead escalated to the team lead; and the selected lead’s chat beside it.

    Team leader

    Every portal, ad and chat lead in one queue, with a clock on each. The team leader sees who is waiting before the portal’s response badge does.

    1. 01The tiles: new today, median first reply, leads waiting over two hours and duplicates merged.
    2. 02Waiting: a clock on every lead; amber and red when it passes the team’s target.
    3. 03First reply: who answered, the assistant or a person, and how fast.
    4. 04The side panel: the chat and the record, so whoever covers knows what was said.
  • A phone chat between a buyer and the brokerage’s assistant: the buyer asks whether the 2-bed in Marina Gate 1 is available, the assistant confirms the price and asks whether he will live in it or rent it out, offers Saturday viewing slots with the listing agent and books 11:00. A note says the buyer agreed to receive messages and can reply STOP.

    The buyer and the AI assistant

    At 21:14 the assistant answers on the company number, asks one question, books the viewing with the listing agent and writes all of it to the lead.

  • Slack · #marina-leads

    #marina-leads

    • LeadsApp21:16

      Viewing booked by the assistant: Arjun M., Marina Gate 1 · 2304, Sat 11:00. Investor, also open to off-plan. Source: portal chat.

      ConfirmReassign

    • Omar S.21:20

      Confirmed. Sending the off-plan shortlist tonight.

    Listing agent

    What the assistant booked lands in the team channel; the agent confirms it in one tap.

Every use case

Every lead use case we set up.

Pick the ones you need. Most teams start with three or four.

Before and after

What changes for the team.

  • Example

    Sales director at a 60-agent brokerage in Business Bay

    Today: Portal leads go to agents’ phones and the team leader learns about slow replies from the portal’s own badge report.

    After: Every lead is in one queue with a clock; the team leader is told in Slack before a lead goes cold.

  • Example

    Marketing head at a brokerage spending on three portals and Meta

    Today: Budget is split by cost per lead because nothing links a lead to a closed deal.

    After: The dashboard shows gross commission by source, so spend follows commission.

Examples of the work, not client stories.

FAQ

What teams ask first.

Do WhatsApp messages count as telemarketing in the UAE?
Marketing messages can. Cabinet Resolution 56 of 2024 covers marketing by social-media messages, and TDRA asks for prior consent and a free way to opt out. Replies to a buyer who wrote first are a different case; we record the opt-in either way.
Can the AI assistant quote prices?
Only prices it can read from the live listing or the latest developer sheet, with the date. Anything else goes to an agent.
Will agents lose their portal leads?
No. Routing can keep a listing’s leads with its listing agent. What changes is that the chat and the history belong to the brokerage’s record.

The brief · one email

Tell us how this stage runs today.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.