Key Use Cases
Asset Plus Buyer’s Agent is a residential real estate agency managing a steady flow of buyer and seller enquiries through its website, along with an existing CRM database containing past prospects and contacts.
While lead generation remained consistent, the ongoing challenge was managing follow-ups at scale. Website enquiries required prompt responses, while CRM contacts needed regular touchpoints to stay engaged. As volumes increased, manually tracking conversations, scheduling follow-ups, and maintaining consistency across outreach became operationally difficult for agents.
The agency required a structured and repeatable follow-up system rather than relying on ad-hoc or one-time calling efforts.
As enquiry volume and CRM size grew, agents faced increasing pressure to stay responsive and consistent.
Key challenges included:
The issue was not lead availability, but sustaining consistent, professional follow-up without overwhelming the team.
Callease implemented an automated follow-up and enquiry handling system for Asset Plus Paris Agent to ensure consistent outreach without increasing agent workload.
The system ensured:
This approach created a reliable pre-engagement layer before agent involvement. As a result, follow-ups became structured, predictable, and easy to manage at scale.
All enquiries submitted through the website are captured in real time and automatically synced into the AI system without any manual intervention. This ensures every inbound enquiry is acknowledged quickly and no lead is missed due to delayed response or manual handling.
During this stage, the system:
This creates a reliable first-touch layer for inbound website traffic.
Once an enquiry is received, the AI bot initiates a structured outbound conversation designed to understand the prospect’s intent before involving an agent.
During each interaction, the system:
Qualified prospects are routed to the appropriate agent, while early-stage enquiries are retained for future engagement.
The AI system connects directly to the existing CRM database to manage follow-ups with past prospects and contacts.
This layer ensures:
This eliminates reliance on manual reminders and ensures every contact is revisited systematically.
Across both website enquiries and CRM follow-ups, the AI applies consistent qualification logic to determine when agent involvement is required.
The system:
This ensures agents focus only on meaningful, high-value conversations.
Every interaction handled by the AI system is documented to maintain transparency and preparedness across the team.
After each call, agents have access to:
Agents retain full visibility and context without managing calls themselves, allowing for smoother handovers and more productive conversations.
The automated follow-up and enquiry handling system brought structure and consistency to Asset Plus Paris Agent’s outreach process, enabling the team to manage website enquiries and CRM contacts reliably at scale without increasing manual effort.
Key Achievements
“Follow-ups used to take a lot of time and constant tracking. Leads coming from both the website and our CRM made it easy for conversations to get missed. The system helped bring structure without adding extra pressure on our team.
Now the process runs smoothly in the background. Conversations start with clear context, which makes discussions more focused, quicker, and far more productive.”
– (Asset Plus Buyer’s Agent)
If your business handles high lead volume and your sales team spends too much time qualifying leads, Callease AI can automate outbound calling and booking around your existing sales process.
See how Callease AI fits into your workflow.
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