Team Productivity Increase
Teams using our apps report significant gains in output and collaboration.
CRM & Automation for Real Estate Businesses
Capture property inquiries, manage buyer pipelines, automate follow-ups, and close deals faster — built for brokers, developers, and real estate agencies.
Overview
Real estate is a relationship-driven business where timely follow-ups make or break deals. Automate Business gives real estate professionals a complete CRM with lead capture from property portals, WhatsApp follow-ups, and task management for site visits and documentation.
Key Benefits
Why Real Estate Businesses Choose Us
Capture leads from property portals and web forms
Visual pipeline for buyer journey (Inquiry to Closure)
Automated WhatsApp follow-ups for site visits
Property-wise lead tracking and categorization
Quotation generation for property deals
Field team attendance with location tracking
Digital forms for site visit feedback
AI-generated email templates for property updates
Use Cases
How Real Estate Teams Use Automate Business
1
Lead Capture & Distribution
Auto-import leads from property portals, Facebook, and website forms. Distribute to sales agents based on location or property type.
2
Buyer Pipeline
Track buyers from inquiry to site visit to negotiation to closure. Drag-and-drop pipeline with stage-based automation.
3
Site Visit Scheduling
Create tasks for site visits with location and time. Send automated WhatsApp confirmations to clients.
4
Agent Performance
Track deals per agent, follow-up rates, and conversion metrics. Use dashboards for commission calculations.
Recommended Apps for Real Estate
Measurable Results for Real Estate
Time Saved in Operations
Automate repetitive tasks and focus on high-value work.
Reduction in Operational Costs
Cut manual errors and streamline processes for real savings.
Real Estate FAQ
Can I track leads by property?
Yes. Use custom fields and tags to categorize leads by property, location, budget, and type. Filter and segment for targeted follow-ups.
Is there a mobile app for field agents?
Yes. The mobile app works on iOS and Android. Agents can update leads, check follow-ups, and mark attendance from the field.
Ready to Automate Your Real Estate Business?
Join 12,000+ MSMEs who chose automation. Join our free masterclass today.