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Development of an Intelligent Lead Nurturing and Concierge Communication Platform for Real Estate Sales
  1. case
  2. Development of an Intelligent Lead Nurturing and Concierge Communication Platform for Real Estate Sales

Development of an Intelligent Lead Nurturing and Concierge Communication Platform for Real Estate Sales

saritasa.com
Real estate

Identifying Challenges in Lead Engagement and Conversion in Real Estate Sales

The client faces difficulties in ensuring prompt, personalized communication with potential buyers and sellers outside standard working hours. Sales representatives are unable to be available 24/7, risking the loss of valuable leads due to delayed responses, inconsistent nurturing, and lack of confidence in follow-up. There is a need for a reliable solution to automatically connect leads with live representatives when the assigned sales staff is unavailable, to maximize appointment bookings and sales opportunities.

About the Client

A mid to large-sized real estate agency or brokerage seeking to enhance lead engagement and appointment conversion processes through advanced communication tools.

Goals for Enhancing Lead Engagement and Conversion Efficiency

  • Implement a communication platform that ensures seamless, real-time engagement between leads and sales staff, even outside regular hours.
  • Increase lead-to-appointment conversion rates by providing consistent and timely responses through automated routing to available concierges or sales representatives.
  • Reduce lead response times by automatically assigning incoming inquiries to the team member with the quickest response history.
  • Enable multi-user SMS messaging from a shared number to facilitate team responses without confusion or message management conflicts.
  • Achieve rapid deployment to realize a measurable improvement in lead management within 1.5 years.

Core Functional Specifications for the Lead Nurturing System

  • Real-time integration with messaging and call services (such as Pusher and telephony APIs) to enable instant communication with leads.
  • A system for routing incoming leads to the available team member with the lowest average response time, cycling if unresponded within a set period.
  • Support for multiple users to send SMS messages from a shared number while maintaining message flow integrity.
  • Multi-device accessibility, including both desktop and mobile applications.
  • Automated response management to ensure quick human responses or escalation if necessary.

Technologies and Architecture for Building the Lead Engagement Platform

API integration with messaging services (e.g., Pusher) for real-time communication.
VoIP or call service integration (e.g., Twilio) for call management and outbound communication.
Cross-platform web development framework for desktop and mobile (iOS) devices.

Essential External System Integrations for Operational Efficacy

  • Messaging API (e.g., Pusher) for real-time chat functionality.
  • Telephony API (e.g., Twilio) for voice calls and SMS messaging.
  • Lead management database or CRM system for storing and retrieving lead data.

Performance, Security, and Scalability Needs

  • System response time must average below 1 minute for messaging and call routing.
  • The platform must support concurrent interactions for at least 1,000 leads and multiple team members without performance degradation.
  • Secure handling of personal lead information with compliance to privacy regulations.
  • High availability architecture ensuring 99.9% uptime for critical communication services.

Projected Business Benefits and Measurable Outcomes

The implementation of this lead nurturing and communication platform is expected to significantly increase appointment booking rates by ensuring prompt, reliable engagement. Streamlining response times and automating lead assignment should reduce lead loss, potentially improving conversion rates and overall sales revenue. The system aims to enable rapid deployment within 1.5 years, delivering tangible improvements in lead management efficiency and customer experience.

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