AI Studio · Zoho CRM
Real estate lead management automation in Zoho CRM
Developers and large brokerages buy leads from 99acres, MagicBricks, Housing.com, Facebook campaigns and their own website, then lose a surprising share of them before anyone calls. Finaley AI Studio brings every lead into Zoho CRM within minutes, cleans and assigns it to the right sales executive, and makes sure each one is followed up until it becomes a site visit or is closed out.
Why paid property leads leak away
Leads arrive through portal dashboards, email alerts and ad forms, often for the same buyer from several sources. Someone has to download them, remove duplicates, work out which project the buyer asked about and hand them to an executive. That usually happens in batches, hours after the enquiry, when the buyer has already spoken to other sellers. Follow-up status lives in personal notes, so managers cannot see which leads were never called or which source actually produces bookings.
How the automation runs
- 1
Collect leads from every source
AI agentThe agent picks up new leads from portal dashboards, email alerts, ad forms and your website as they arrive, around the clock.
- 2
Clean and de-duplicate
AI agentIt standardises phone numbers, merges repeat enquiries from the same buyer and keeps a record of every source that brought them in.
- 3
Tag project and budget
AI agentEach lead is tagged with the project, configuration and budget the buyer asked about, based on the enquiry text and the listing.
- 4
Assign to the right executive
AI agentLeads are assigned by project, language and workload using your rules, and the executive is alerted on WhatsApp or email.
- 5
Chase overdue follow-ups
AI agentIf a lead is not contacted within your target time, it is escalated or reassigned, and every follow-up outcome is logged in Zoho CRM.
- 6
Weekly source review
Professional checkYour sales head reviews which portals and campaigns produced site visits and bookings, and adjusts budgets and assignment rules.
Built on your Zoho CRM
Finaley writes leads into your existing Zoho CRM modules, fields and layouts, using your assignment rules and blueprints where you have them. It logs into portal dashboards the way your team does, and uses portal APIs or email alerts where they are available. Your executives keep working in Zoho CRM and the mobile app they already know.
Your sales head sets the rules
Assignment rules, follow-up targets and escalation paths are agreed with your sales head before anything goes live. Any lead the automation cannot place confidently, such as a buyer interested in several projects, is reviewed by a person before it is assigned.
What you get
- Every portal lead in Zoho CRM within minutes
- No duplicate buyers across sources
- Overdue follow-ups escalated automatically
- Clear data on which sources produce bookings
Questions
Which property portals does it work with?
It works with the portals your team already uses, including 99acres, MagicBricks and Housing.com, as well as Facebook and Google lead forms and your website. We set up each source during the build and test it with real leads.
Can it assign leads by project and language?
Yes. Assignment follows the rules your sales head sets, such as project, budget, language preference and each executive's current workload. Rules can be changed at any time without rebuilding the automation.
Will our executives need to change how they work?
No. They keep working in Zoho CRM and its mobile app. The difference is that leads arrive already cleaned and assigned, and overdue follow-ups are flagged before they turn into lost buyers.
How does it handle the same buyer enquiring twice?
It matches buyers by phone number and email across all sources, merges the enquiries into one lead and keeps the history of each source. The executive sees one record with everything the buyer has asked about.
How do we begin?
Share your lead sources, your current Zoho CRM setup and your assignment rules. We build and test the flow with a week of real leads alongside your current process before switching over fully.
More in Real estate automation
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- Property enquiry automation on WhatsAppFinaley answers property enquiries on WhatsApp, shares matching listings, books site visits and hands serious buyers to your brokers with full context.Read more ›
Other automations in Zoho CRM
- AI cold calling with Zoho CRMFinaley's AI callers work through your Zoho CRM lead views, qualify interest, book meetings and log every call with a recording and summary.Read more ›
- Quotation follow-up automation in Zoho CRMFinaley drafts quotes from Zoho CRM deals, sends them for approval, follows up with buyers and updates deal stages, so no quotation goes quiet.Read more ›
By industry
- Lead follow-up automation for real estate brokersFinaley replies to every 99acres, MagicBricks and Housing.com enquiry, qualifies the buyer and books a call, while your agents handle the conversations.Read more ›
- Property verification automation for real estateFinaley gathers title papers, RERA details and tax receipts for each listing, then sends a KYC-verified field verifier to inspect the property in person.Read more ›
- Site visit scheduling automation for real estate teamsFinaley books site visits around buyer and agent availability, sends location pins and reminders, and logs every visit outcome back to your sales records.Read more ›
Show us how your team does it.
Send a screen recording or book a call. We build it, test it on your past work, and only switch it on when the results match your team's.