The Challenge
Agents spent a substantial share of every day following up leads, booking property visits and confirming preferences. Volume exceeded what the team could handle consistently: follow-ups were missed, responses came after a lead had cooled, and call logs sat in individual notes rather than the CRM.
Leads cooling before anyone called them back.
Conversations recorded in personal notes, not CRM.
Routine calls consuming disproportionate agent time.
Off-the-shelf tools missing real estate context.
Approach & Solution
smartData built an inbound and outbound calling agent on .NET Core, Angular, PostgreSQL and Azure, integrated with the agency's CRM and calendar. Smart intent detection identifies whether a call is a buyer inquiry, viewing request, follow-up or confirmation, and adapts responses accordingly rather than following one rigid script.
Calls, notes, outcomes and follow-up actions write back to the CRM in real time, so records stay complete without depending on discipline. Calendar sync books only against confirmed open slots, and call recording with sentiment tagging supports coaching and performance review.
Key Features
Call purpose identified and responses adapted accordingly.
Every call logged in the system of record.
Viewings booked only into confirmed open slots.
Recordings tagged to support coaching and review.
Product Showcase
Final Outcome
Agents keep control of client contact while routine follow-ups, confirmations and bookings run automatically, and the CRM finally holds a complete record — with SMS, WhatsApp and email available as configuration rather than a rebuild.
