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What Is Real Estate Sales Automation?

Real estate sales automation might be the next big thing for your agents, but you might wonder how that’s possible. If you are facing the following troubles in your real estate sales  process, then sales automation can bring a major upgrade to your organization:

  • Continually losing leads
  • Wasting valuable time by manually adding leads to your CRM
  • Difficulty managing how to contact leads
  • Agents are losing precious leads due to scheduling mismanagement
  • Digging through files for hours just to find client info or a specific testimonial

Relatable? If so, then real estate sales automation is the holy grail that will save you and your agents from lost opportunities. But what exactly is sales automation? Stay tuned as our next section will cover just that.

What Is Real Estate Sales Automation?

Sales automation, in general, is the process of automating manual, repetitive, and time-consuming tasks in sales using software, AI solutions, and other digital tools. Real Estate sales automation aims to manage everyday tasks in a real estate sales environment like automatic dialing, connecting agents with leads, tracking information, and more.

The sole aim of automation is to cut down all the manual tasks that an agent or manager has to complete during the deal process. Sales automation helps both frontline agents and managers concentrate on higher impact activities rather than on repetitive and time-consuming tasks.

Why Real Estate Sales Automation?

A sales process consists of multiple steps before the actual deal is complete. An agent may have to go through a dozen steps from generating leads to contacting leads and finally closing a deal. But most tasks in a sales process are repetitive, time-consuming, and manual. Making calls, storing lead details, sending quotes, and following up are just some of the responsibilities that an agent has to fulfill manually. And this takes precious time away that could be used for actually selling. All these extra tasks lead to blurring the vision of sales agents. And that’s where automation comes in.

Sales automation helps sales agents and managers focus more on core sales activities rather than manual tasks. Sales automation tools handle everything. They identify leads, collect their information, store them, connect them with agents, sync the data with CRM, and more. Automation tools do all the heavy lifting for the sales department so that the staff can purely focus on real estate-related activities.

What’s Sales Automation All About?

What does a typical real estate sales environment look like? Real estate agents are busy gathering information on leads, calling them, and negotiating deals. Then, they are creating reports, scheduling follow-ups, writing emails, and analyzing data. At the same time, managers are occupied routing leads to different agents, handing out leads to the correct person, creating reports, and managing their teams.

80% of the work in sales departments is spent on calling, reporting, storing information, and contract creation. And in a typical real estate environment, all these tasks are done manually, which sucks all the time and focus of agents and managers away from the core of their roles. Sales automation is all about automating the overall environment of a real estate agency. Every process is done automatically via a tool, from calling to following up on leads and assigning leads to agents. Sales automation saves time and energy that’s consumed in carrying out manual and repetitive tasks.

Benefits of Sales Automation

Sales automation has changed the whole course of how real estate teams used to work. Thanks to sales automation, agents and managers are now free from activities that weren’t productive yet essential to their work.

The following are some of the benefits that sales automation brings to the table:

  • No need to send manual follow-up emails, reminders, notes, or greetings. Sales automation software will handle all the work related to follow-ups so that your sales cycles remain intact and staff stay free.
  • Calls will be automatically recorded and synced to your CRM. Which means you don’t have to monitor or record the calls manually.
  • Sales automation tools provide analysis and detailed reports of the data that’s been collected. Now there’s no need to write reports and analyze information manually.
  • Every lead will be contacted in seconds, and agents will automatically receive a call when a specific lead is ready.
  • Leads will be routed intelligently based on category, sales territories, and team schedules.

Now that you know everything about real estate sales automation, it’s time to find the perfect tool. We’ve got you covered.

Callingly: A Lead Response Management Tool to Automate Your Agency

There are many sales automation tools out there. But if you want a mighty partner to handle your sales calls, agents, follow-ups, and everything in between, Callingly is the way forward.

Callingly is a lead response management tool that takes care of every task related to your leads. With Callingly, every lead will get a call within seconds, and every call will be tracked and automatically synced to your CRM.

What makes Callingly unique is that it can be connected to any landing page, form, or CRM. And as soon as a new lead comes in, Callingly automatically notifies your sales team based on the scheduling and rules you have set up. If the agents aren’t available, Callingly waits and tries again.

When an agent picks up, they hear your custom whisper-text. And whenever they are ready, Callingly dials the lead for them. After the call, recording, analytics, and reports are automatically synced to your CRM, website, or form.

Callingly supports lead routing, SMS responses, scheduling, call recording, analytics, reports, customer caller IDs, whisper-text, follow-ups, and everything to make your real estate sales department automated and straightforward. With Callingly, your agents will never have to lose a lead again.

There isn’t a better time to make the switch than today. Start making the most of sales automation and raise your department to a whole new level of success.


Posted In Automation Sales