- Multiple inbound channels
- Manual data entry into CRM
- Repetitive basic information
- Scattered viewing notes
Real-estate lead-qualification case study
Sample project for processing inquiries from advertising portals.
01 / STARTING POSITION
The operating situation that can be automated
Those interested came from portals, social media sites and e-mail. Answering, grading, and arranging appointments caused a lot of repetitive work.
- Automatic collection of interested parties
- Preliminary qualification according to needs
- CRM record and sales task
- Viewing time and follow-up
Fasterfirst reaction
It is unifiedcontact information sheet
Trackableviewing and follow-up
02 / SYSTEM CONNECTIONS
Automation working between existing devices
The following are examples, not a closed list. Robots can also work between legacy and unique systems with API, webhook, database connection or controlled file transfer. The process can be fully automatic or, where necessary, supervised by human control points.
Real estate portalsFacebookCRMCalendarEmailMicrosoft 365Google WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseUnique internal system
Are you using a different system? We can also include it in the process with a unique API, import-export connection or robotic handling.
Illustrative, anonymized sample project. The actual result can be determined after assessing the process, data and systems.
Our measurement methodology →Free automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.