
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.
- 01BuyerAsks on the portalThe chat or call arrives with the listing, the portal and the time.On: Portal lead feed
- 02CRMMerges and routesMatches an earlier Meta ad enquiry, keeps both sources and routes to the listing agent’s team.On: Salesforce lead queue
- 03AI assistantAnswers in minutesConfirms the unit, asks live-in or rent-out and offers the listing agent’s viewing slots.On: Company chat number
- 04Listing agentConfirms in SlackThe booked viewing posts to the team channel; the agent confirms it with one tap.On: Slack
- 05Team leaderSees what is waitingAny lead past the team’s reply time goes to the team leader in Slack.On: Slack
- 06OwnerReads source to commissionEach closed deal traces back to the portal, ad or referral that started it.On: Salesforce dashboard
The screens
The queue, the chat and the claim.
Example names and figures. The chat look is ours, not WhatsApp’s.

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.
- 01The tiles: new today, median first reply, leads waiting over two hours and duplicates merged.
- 02Waiting: a clock on every lead; amber and red when it passes the team’s target.
- 03First reply: who answered, the assistant or a person, and how fast.
- 04The side panel: the chat and the record, so whoever covers knows what was said.

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.
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.