// Real Estate & Construction
Automation for real estate and construction
Leads from portals and ads, long deals, contracts and staged payments create a lot of manual tracking. These example workflows show what can be kept in order automatically.
Typical operational problems
- Leads from portals, ads and calls are entered into the CRM by hand.
- Managers forget to follow up during long deals.
- Documents for each deal are prepared from scratch.
- Contract approvals move through messengers.
- Staged payments are tracked in spreadsheets.
- Project status reports are assembled manually.
Systems commonly involved
Which of these can be connected, and how, is confirmed during the audit: through available APIs, webhooks, database access or custom connectors.
- CRM
- Website and listing portals
- Telephony
- Google Workspace
- Вчасно
- Bank
- Excel / Google Sheets
Relevant automation examples
Example workflow: from enquiry to viewing
Illustrative sequenceStatic view
- TriggerAn enquiry arrives from a portal, an ad or a call
- AutomatedDuplicates are checked and the contact is completed
- AutomatedThe lead is routed to a manager by project and area
- SystemThe CRM record is created with the source and the object of interest
- Requires approvalThe manager reviews the prepared reply and offers a viewing
- AutomatedThe viewing is put in the calendar and a reminder is set
- ResultThe deal has a next step and an owner
Human control
- AutomatedLead capture, routing and reminders
- Requires approvalFirst replies and document packages
- Requires approvalContract drafts
- Human decisionPrice negotiations and deal terms
Integrations
See which systems can be connected, grouped by category.
Show us the workflow your team still handles manually.