Lead Management System Case Study | Real Estate Automation
Back to Case StudiesReal Estate CRM + Lead Assignment Automation
Automated lead → assignment → follow-up → reporting flow for a residential brokerage receiving 150+ leads/week.
This Commercial Real Estate AI automation case study explores Real Estate CRM + Lead Assignment Automation. Tags: Commercial Real Estate, Lead Management, Integration, Reporting, Make.com, HubSpot, Retool, OpenAI, AI Automation, Workflow Automation.
<2 min
Lead Response Time
+27%
Lead Conversion Improvement
100%
Team Performance Visibility
Overview
A residential brokerage receiving 150+ leads/week through web forms, Zillow, Facebook Ads, and email inquiries needed automated lead management. Inconsistent follow-up and manual assignment were costing them deals.
Challenges
Leads not followed up consistently
Agent assignment manual and biased
No visibility into pipeline or agent performance
Email follow-ups inconsistent
What We Delivered
Centralized lead ingestion from all sources
Intelligent lead routing to agents (rotation, availability, specialization)
Automated email/SMS follow-ups with AI personalization
Retool CRM for brokers to track agent KPIs
Weekly KPI reporting automation
Tech Stack
Make.com, Salesforce/HubSpot (depending on client stack), Twilio, Google Sheets, Retool, OpenAI
Tags
Results
<2 min
Lead Response Time
+27%
Lead Conversion Improvement
100%
Team Performance Visibility
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