CRM Automation Took a Bangalore Real Estate Broker from 1.2% to 4.7% Lead Conversion
The Problem
A Bangalore real estate broker was receiving 150–200 leads per month from property portals and WhatsApp enquiries. Of these, they were converting around 1.2% — roughly 2 clients per month. The rest were marked "cold" in their spreadsheet after a single follow-up call and never contacted again.
The broker had a team of 4 agents. Each agent was handling 40–50 leads simultaneously and spending most of their time on admin: updating the spreadsheet, sending copy-pasted follow-up messages, and trying to remember which leads had said "call me next month."
What We Built
AiGenTrax built a CRM automation system integrating Zoho CRM with WhatsApp Business API and Make.com:
- → Automatic lead capture from portal enquiries into Zoho CRM
- → Instant WhatsApp acknowledgement to new leads within 60 seconds
- → Automated 5-touch follow-up sequence over 21 days (WhatsApp + email)
- → Lead scoring based on engagement (opens, replies, property views)
- → "Dead lead revival" sequence triggered at 30, 60, and 90 days
- → Agent notification system: push alerts when a cold lead re-engaged
The Results (90 days)
“My agents used to lose leads constantly because they were managing everything in WhatsApp. Now the system follows up automatically and tells them exactly when to call. We closed ₹6.8 crore in Q3 — that is our best quarter ever.”
— Real Estate Broker, Bangalore
Running a real estate business with lead leakage?
AiGenTrax can build a CRM and WhatsApp automation system for your agency in 2–3 weeks.
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