Leads were going cold while agents were in showings. An AI qualification layer on top of their existing CRM changed the math on every inbound inquiry.
Midtown Realty Partners had a lead volume problem that sounded like a good problem until you looked closer. They were getting solid inquiry volume from Zillow and Realtor.com. The issue was what happened after the inquiry hit their inbox.
Agents were in showings. They'd come out 2 hours later, see a lead notification, call back, and reach voicemail. The prospect had already called two other agents. This was happening on repeat, and everyone knew it, but the fix wasn't obvious. Hiring a full-time lead coordinator wasn't in the budget, and the existing CRM couldn't auto-respond with anything useful.
We built a custom AI qualification system that connects directly to their existing Follow Up Boss CRM. Every inbound lead from Zillow, Realtor.com, and their own site gets an immediate response via SMS and email. The AI asks qualification questions in a natural, conversational way, populates the CRM with what it learns, and routes the lead to the right agent based on territory and current availability.
Every lead gets an SMS and email within 90 seconds of inquiry, 24 hours a day. The message is personalized to the property or search they came from, not a generic autoresponder blast.
The AI asks natural follow-up questions to understand timeline, pre-approval status, price range, and neighborhood preferences. Serious buyers identify themselves. Browsers get appropriate nurture sequences.
Everything the AI learns goes directly into Follow Up Boss. When an agent picks up a lead, the record is already complete. No more empty contact cards or manual data entry from whoever answered the phone.
Leads are routed to the right agent based on the property location and the agent's territory map. Availability logic prevents routing to agents who are in showings or unavailable. No more informal first-come-first-served assignment.
Results are based on six months of post-deployment CRM data compared against the same six-month window in the prior year. Lead volume was comparable across both periods, so the differences reflect system performance, not market conditions.