Speed decides the deal
The first responder wins a disproportionate share of enquiries, and manual follow-up rarely happens within the hour.
Real estate
Every enquiry answered in seconds, not hours
Portal leads, web forms and missed calls are answered immediately on WhatsApp or by voice, qualified against your criteria, and booked into a site visit while the interest is live.
- WhatsApp Business Cloud API
- Four CRM connectors with idempotent sync
- Real-estate vertical pack included
Illustrative interface. Names, scores, units and timings are sample data, not a performance claim. The screen shows an OptiML lead-response workspace: a portal enquiry answered on WhatsApp within seconds, the agent's reply grounded in the listings inventory with a citation, a qualification panel scoring budget, timeline, financing and intent into a single lead score, and a record of what was written back to the CRM and booked as a site visit.
The problem in your world
The enquiry arrives at 9pm from a portal, and the sales team sees it at 11am. Everything that happens after that is a recovery attempt.
Most leads never qualify
Sales time goes into enquiries that were never going to transact, because nobody filtered them before the call.
Follow-up decays
The second, third and fourth touch are where deals are made, and they are exactly the ones that get dropped.
From first enquiry to the site visit
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Instant enquiry response
Leads from portals, web forms and missed calls get an answer within seconds on WhatsApp or voice, before a competitor does.
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Qualification against your criteria
Budget, timeline, location, financing and intent captured conversationally and scored 0–100 with an explainable rule engine.
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Property Q&A
Availability, pricing, layout, amenity, possession and payment-plan questions answered from your listings knowledge base.
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Site-visit booking
Site-visit slots booked straight into the calendar, with confirmations and reminders that reduce no-shows.
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Nurture journeys
Leads that aren't ready yet get a multi-touch sequence across WhatsApp, voice and email, running until they are.
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CRM sync
Every interaction, score and disposition written to Salesforce, HubSpot, Zoho or Pipedrive without duplicates.
Capabilities that matter here
Six parts of the platform carry a sales pipeline. Each is a page in its own right, and none of them is a separate licence.
Instant WhatsApp response
WhatsApp Business Cloud API with templates, commerce flows and rich media, on the same agent as voice. Chat & omnichannelLead qualification and scoring
100+ nodes, 50+ triggers, 35+ templates — API calls, branching and approvals around the conversation. Automation & workflowsCalendar booking
Calendar-integrated scheduling with real availability, confirmation and reminder sequences. Appointment bookingNurture journeys
Predictive, power and progressive dialing with DNC and consent enforcement built in. Outbound & dialerCRM sync
Four CRM connectors for Salesforce, HubSpot, Zoho and Pipedrive, plus 68 CRM workflow nodes. CRM integrationsListings knowledge base
Hybrid retrieval with citations and a groundedness gate before the agent speaks. Knowledge & groundingFast is only useful if it is compliant
Speed on its own is a liability. These are the controls that sit under an outbound-heavy sales operation.
WhatsApp Business Cloud API, with templates, commerce flows and rich media on the same agent that answers the phone.
CRM sync
Four CRM connectors with idempotent sync, so a retried write does not become a second lead.
Consent
DNC and consent enforcement that blocks the call rather than logging it afterwards.
Recording
Call recording with consent capture, encrypted with AES-256-GCM envelope encryption under keys you hold.
The real-estate vertical pack ships pre-built agents, knowledge structure, compliance templates and workflows, all activated in one click.
The proof we will not invent
We publish outcome figures only with the customer's written approval, so this slot stays empty until one is signed off. In the meantime the mechanism above is the honest version.
Customer story
Deep dive: answering from the inventory, not the brochure
A wrong availability or possession date costs a deal and a reputation. Hybrid retrieval combines dense vectors, BM25 and reciprocal rank fusion to answer from your listings with citations. A groundedness gate stops an unsupported answer before it is sent. Knowledge & groundingWhere to go next
Neighbouring operations that run on the same platform, with the same record behind them.
Banking & Financial Services
Self-service, compliant collections, KYC and grounded policy answers with immutable audit. Banking & Financial ServicesInsurance
Policy servicing, claims status, FNOL intake and renewal campaigns from your own wordings. InsuranceEducation
Admissions enquiries, application status, fee queries and student support around the clock. EducationThe platform underneath
Everything on this page is the OptiML CX Platform configured for Real Estate, not a separate product. These are the modules it leans on.
Book a working session
See it handle one of your real conversations
Bring a call recording, a policy document or a WhatsApp thread from your own operation. We will ground an agent in it and run it live on the call — not a canned demo.
- 30 minutes
- A working agent grounded in your content
- No slide deck unless you want one
Book a demo
30 minutes, on your own content. No slide deck unless you want one.
or reach us directly
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