Visitors sign in on a tablet, instantly receive the property brochure on WhatsApp, are ranked by buying signals, and land in the agent's CRM — with the hottest ones flagged for a same-evening call.
Typical results
2×
second-viewing bookings within two months
100%
of visitors captured in the CRM
Same evening
call for the hottest visitors
Figures reflect typical results for this kind of automation.
The challenge
Open houses drew good crowds, but names were collected on paper and typed up days later — if at all. Follow-up arrived after the excitement faded, and the brokerage had no idea which visitors were serious buyers.
Before and after
Time to first follow-up
−99%Visitors captured in the CRM
2.5×Second viewings per open house
2×The automation
We replaced the paper sheet with a tablet form feeding straight into an automation: every visitor immediately receives the brochure and floor plans on WhatsApp, their answers (budget, timeline, current situation) are scored, and each one is created in the CRM under the property. High scorers trigger an alert so the agent calls them the same evening.
How it works
- 01
Visitor signs in on a tablet
The paper sheet is gone — details go straight into the automation.
- 02
Brochure lands on WhatsApp
Before leaving the driveway, the visitor has the brochure and floor plans in hand.
- 03
Buying signals scored
Budget, timeline and current situation are scored automatically.
- 04
Ranked into the CRM
Every visitor lands in the agent's CRM, ordered by how serious they are.
- 05
Hot leads flagged for tonight
The most serious buyers are flagged for a same-evening call.
Starts from
- Digital sign-in
- Property details
Delivers
- Instant brochure
- CRM pipeline
- Hot-lead alert
The impact
Follow-up happens within five minutes instead of five days, every visitor is captured and scored in the CRM, and second-viewing bookings from open houses typically double because serious buyers get a call the same evening.
Questions about this automation
What happens when a visitor signs in on the tablet?
The tablet form captures contact details, budget range, buying timeline and whether the visitor already owns a home. The moment it is submitted, the visitor gets the brochure and floor plans on WhatsApp, and a contact is created in the CRM under that property's open house.
How are visitors scored and ranked?
Each answer carries points set by the brokerage, for example a short timeline, a budget that matches the asking price, or mortgage approval in hand. The total places the visitor in a hot, warm or cold group, and the CRM list for that open house is ordered by score.
How does the agent hear about hot leads?
Visitors above the hot threshold trigger an alert to the listing agent by WhatsApp or email, with their answers and a one-tap call link, so serious buyers can be called the same evening. Warm and cold visitors stay in the ranked CRM list for regular follow-up. Simple automations like this are usually live within days.