Key Features:
Omnichannel Lead Capture: Automatically captures high-intent leads from both WhatsApp and Website Forms (Typeform), ensuring every potential buyer is logged immediately.
AI Pre-Qualification Engine: Uses GPT-4o models to instantly analyze buyer intent, budget (targeting $600k+), and timeline. It automatically tags leads as “Qualified” or “Not Qualified” based on your specific business rules.
Round-Robin Agent Routing: Intelligently assigns new leads to specific agents based on the Property Type (Single-Family, Multi-Family, Condo, or Investment). The “Round-Robin” logic ensures a fair and equal distribution of leads across your team.
Advanced Deduplication: Prevents lead wastage and double-assignments by cross-referencing incoming data with your Airtable CRM to identify and flag existing contacts.
Automated Weekly Analytics: Generates and emails a comprehensive HTML Weekly Report to management, detailing total leads, contact rates, and duplicate analysis for better performance tracking.
Instant Team Alerts: Sends real-time notifications via Slack and Gmail to the assigned agent, including recommended next actions to ensure the fastest response time.
Target Audience
Real Estate Agencies & Brokerages: Managing multiple agents who specialize in different property categories.
Property Developers: Looking to automate the flow of leads from marketing campaigns (Facebook/Google Ads) to their sales team.
Real Estate Marketing Firms: Wanting to offer a high-value “Lead-to-Agent” automation service to their clients.
Large-Scale Real Estate Investors: Who need to filter through high volumes of inquiries to find qualified investment opportunities quickly.
Information Required
CRM Access (Airtable): API key and Base ID for your existing or new real estate lead database.
Agent Directory: A list of agent emails and their respective property specialties (e.g., who handles Condos vs. Single-Family).
Qualification Criteria: Specific budget ranges, target locations, and timelines that define a “Hot Lead” for your business.
Communication Credentials: Access to your WhatsApp Business API, Gmail (for reports), and Slack Workspace (for alerts).
OpenAI API Key: To power the intelligent qualification and data extraction nodes.