Example · Real estate lead qualification
Qualify real estate leads and hand them over to sales with the right context.
Monday morning, the inbox is full of enquiries from portals, campaigns and forms. Who should your sales team call first? Lead qualification assigns enquiries to the right project, prepares follow-up questions for missing details and files everything in the CRM with a reason.
Portal, Campaign, Email
Project, Needs, Timing
Status, rationale and next action.
What you get
Your sales team sees whom to call first, and why.
For developers, project developers and real estate sales teams.
Bundled
Every enquiry in the same format
Portal, campaign, form or email: the same fields in the CRM. Possible duplicate enquiries are flagged.
Followed up
Follow-up questions ready to go
If the timeframe or financing status is missing, a short, project-specific follow-up question is prepared.
Justified
Status with a reason
The CRM shows not just a score but the project, open points and the next step.
Under control
Your sales team decides
Sales reviews every recommendation and can change it. We analyse the corrections; you decide which criteria change.
What it looks like
A brief portal enquiry. A lead with a next step.
The enquiry names the apartment but neither timeframe nor financing. Instead of rating it low, the process prepares a short follow-up. Your sales team decides who gets a call.
“Is the apartment still available? We would like to view it.”
Project Musterpark, unit 7, viewing requested.From portal enquiry
Timeframe and financing status are missing. Two short questions with viewing slots are prepared.
Status “Offer a viewing”, with reason and open points.Based on your criteria
Your sales rep reviews the recommendation and calls.
Example with sample data, not a client reference. Which details count for the rating, we define with your sales team.
How it works
Start small: one project, one channel, clear criteria.
That way you quickly see whether the rating works day to day, before more portals or teams are added.
01
Review enquiries
Input channels, CRM fields and real enquiries: what is usually missing?
02
Define the criteria
Project, need, timing, contact channel: what counts, who gets which enquiry?
03
Test the Pilot
One project and one channel run through it, sales checks every rating.
04
Decide
Review confirmed and corrected ratings and the time spent, then expand, improve or stop.
Is this right for you?
Lead qualification pays off when …
Volume
… more enquiries arrive than sales can handle right away
Portals and campaigns deliver a steady stream of enquiries, often with few details.
CRM
… your sales team works with a CRM
Status, tasks and reasons land where your team already works.
Ownership
… someone owns the criteria
One person from sales decides what counts and checks the ratings in the pilot.
Which details make an enquiry assessable, and what else AI can do in real estate sales:
Who is behind it
Advice and delivery from one source.
You talk to the person who actually builds your lead qualification.
Tested in-house
61 of 61 invoice numbers
In a test with our own documents, the process read all 61 invoice numbers correctly. Only the numbers were measured.
Personal
Martin Trixner
Has been building software and integrations since 2002 and is a certified AI-Automations-Manager.
Honest
Without AI, if that is enough
Fixed rules often do most of the work. AI is only added where free text has to be read, and it can misunderstand it too.
Frequently Asked Questions
Frequently asked questions about lead qualification.
Does the system write to prospects on its own?
Only if you want it to. In the pilot the process prepares follow-up questions and your sales team sends them. You decide whether short standard questions go out automatically later.
Which CRM does this work with?
With CRM and sales systems that have an API, plus portal emails and web forms. We check this before the start.
What about data protection?
Criteria, required data, access rights and involved service providers are agreed with you before the pilot. Sensitive personal characteristics have no place in the rating, and financing details only as far as necessary.
What does it cost?
That depends on channels, CRM and volume. After a look at your enquiries you receive a written quotation, with development and operation listed separately.
Next Step
How many enquiries sit untouched because details are missing?
Bring a few typical enquiries, anonymised if you like. In 30 minutes we work out which criteria count and what a pilot with one project looks like. In person with Martin Trixner, free and without obligation.