
Real estate CRM · leads and call centre
Your launch ads bring 900 enquiries. Nobody knows who called back.
Leads come from Property Finder, Bayut, Meta ads, roadshows, brokers, WhatsApp and the call centre, and each lands somewhere different. We set up Salesforce so every enquiry becomes one buyer record with a source, an owner and a reply, and the site visit is booked on it.
Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks
The problem
Where a launch loses its leads.
The process map
One enquiry, from the ad to the show apartment.
A Meta ad enquiry for a 2-bed in Tower B, sent on a Thursday night.
- 01BuyerFills the ad formName, phone, unit type and budget, with the campaign and ad kept on the lead.On: Meta lead form
- 02CRMMerges and routesMatches an older Property Finder enquiry, keeps both sources and routes to the Tower B team by rota.On: Salesforce lead
- 03AI agentReplies in minutesAnswers on the company WhatsApp number, asks budget and timing, and offers two visit slots.On: WhatsApp Business Platform
- 04Sales consultantClaims it in SlackSees the lead post in the team channel and claims it with one click.On: Slack
- 05Call centreCalls if no replyAn outbound list picks up every lead with no answer after an hour. The call and its outcome land on the record.On: Call centre console
- 06BuyerVisits on SaturdayThe visit, the consultant and the show apartment are on the record, and the reminder goes the day before.On: Salesforce event
The screens
The lead, the claim and the call list.
Drawn by us with invented buyers to show the setup. Your screens follow your process.
Illustration, sample data
Salesforce · LeadRecord
Rania K. · 2-bed, Tower B
Two sources merged: Meta ad and Property Finder
- ✓ New
- ✓ Contacted
- ✓ Qualified
- Visit
- Booking
Details
- Owner
- Omar S.
- First reply
- 6 min, AI agent
- Campaign
- Tower B launch, Meta
- Budget
- AED 1.8M to 2.2M
- Finance
- Mortgage, pre-approved
- Visit
- Sat 11:00, show apartment
Sales consultant
One record per buyer, with every source and the first reply time on it.
Illustration, sample data
Slack · #tower-b-leads#tower-b-leads
LeadsApp22:41
New lead: Rania K., 2-bed, AED 1.8M to 2.2M, mortgage. Source: Meta ad, also Property Finder in August.
ClaimReassign
Omar S.22:43
Claimed. AI agent already offered Saturday slots.
Sales team
Leads post to the team channel. The first to claim owns it, and the claim is written back to Salesforce.
Illustration, sample data
Salesforce · Call listRecord
No reply after 1 hour
Outbound list, call centre
Buyer Source Waiting Outcome Hassan M. Bayut 1 h 20 Visit booked Priya N. Roadshow 2 h 05 Call back 18:00 Daniel F. Website 1 h 10 No answer Call centre agent
The call centre works the leads nobody answered, and each call outcome lands on the buyer record.
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 Dubai developer launching a 300-unit tower
Today: Launch week brings enquiries from six places. The team spends Sunday merging spreadsheets and calling the same buyers twice.
After: Every enquiry lands on one record with an owner. The Sunday report shows who replied and which source booked visits.
Example
Call centre lead at a Riyadh developer
Today: Agents call from a sheet and ask buyers to repeat what they told the website chat.
After: The record opens on the call with the chat, the visit and the source on it. The outcome is logged before the next call.
FAQ
What teams ask first.
- Can Salesforce receive Property Finder and Bayut leads?
- Yes, through each portal’s lead feed or API where it offers one, or by reading the lead emails. We test the feed on a low-volume listing first, because each portal’s terms and fields differ.
- Does the AI agent replace the call centre?
- No. It answers at night and on the first message, then hands the buyer to a person. The call centre works the leads nobody answered.
- Which call centre system do you connect?
- Salesforce Service Cloud Voice, or the system you already use where it has a Salesforce connector. We read what you have first.
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.