Property Agency Lead Management

Small agency team spending 20+ hours weekly on lead management
165
% increase in viewings arranged
1.5
FTE saved
4
Weeks implementation
39
% reduction in cost per acquisition

Challenge

A small real estate agency was spending over 20 hours weekly manually qualifying and prioritizing leads. Their process involved agents individually reviewing each inquiry, researching property history, and making subjective decisions about lead quality. This led to inconsistent follow-up, missed opportunities, and significant time spent on low-potential inquiries.

Solution

An AI lead scoring system using GPT-4 and Make.com that:

  • Automatically analyzed inquiry content to identify key buying signals
  • Scored leads based on 15+ data points including inquiry language, property interest, timeframe mentions, and financial indicators
  • Routed high-potential leads to senior agents while keeping others in nurture sequences
  • Generated personalized initial responses based on the specific inquiry context
  • Tracked lead progression through the sales pipeline for continuous improvement

Implementation

The system was built in three phases over 4 weeks:

  1. Initial data analysis and model training using historical lead data
  2. Workflow automation design and integration with their existing CRM
  3. Agent training and gradual rollout with performance monitoring

Results

  • 165% increase in viewings arranged with the same team size
  • 1.5 FTE saved in administrative work, allowing agents to focus on high-value client interactions
  • 39% reduction in cost per acquisition as resources shifted to higher-potential leads
  • Unexpected benefit: Improved agent job satisfaction by removing tedious qualification tasks

ROI Timeline

The implementation showed positive returns within 3 weeks and paid for itself completely within 2 months.

Ready to Get Started?
Skip the AI confusion. Get clarity in one session.
Custom AI roadmap for your business
Highest-impact opportunities identified
Actionable steps, not vague theory

More cases for you

see all
Ready to implement AI
that actually works?
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.