Seven weeks later, nobody remembers the objection
The notes on a residential lead read spoke, will revert after Diwali, wife not convinced. They were typed between two site visits and they are useless to anyone who was not on the call. Reading three months of them before every dial is not realistic when the day's list is fifty long, so executives go in cold and ask questions the family already answered.
The handover is worse. A deal reaching negotiation moves to a closing manager who has never spoken to the family, and the transfer happens in a two-line WhatsApp message. The family repeats the whole story, including the objection they had already been talked past, and momentum built over six weeks of visits is spent re-establishing rapport.
A briefing before, a clean record after
Before the call, a short summary assembles the last conversation, the visit history, the unit shortlisted, the cost sheet version sent and the promise last made. After the call, rushed notes become a structured summary on the timeline: what was discussed, what the objection was, what happens next and when. A suggested next step is proposed while the conversation is still fresh.
Follow-up messages are drafted for email or WhatsApp in the executive's own tone and reviewed before anything goes out. Accounts where a promised call-back never happened are surfaced before the family notices the silence. Everything is generated from your own CRM records and written back to them, and a person approves anything that reaches a buyer.
More on the capability itself: AI Call Agent. More on this industry: CRM for real estate teams.
Reopening a lead that went quiet in July
A family visited twice in June, then stopped replying. The executive is calling them in September.
- 1The brief opens with both visits, the unit shortlisted, the objection logged about the possession date and the payment plan sent.
- 2The call happens, the executive types four lines, and the summary written back reads as a record the closing manager can use.
- 3A next step is suggested with a date, and a follow-up message is drafted for the executive to edit before sending.
₹899/user/month + GST on annual billing, billed in INR with a GST-compliant invoice. ₹1,099/user/month + GST if you would rather pay month to month. The free plan carries one user and 200 leads and does not expire.
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Put your own week through it
Import last month's enquiries and replay them through this workflow. It takes an afternoon and tells you more than a demo will.