01
Capture
Receive an opted-in lead from an agreed inbound source.
Real estate / Lead response
New inbound enquiries receive a fast, consent-aware first response and become an owned CRM record with a booked appointment or clear follow-up.
Setup
$1,200
Complexity
Advanced
Format
Scoped
Workflow demonstration · Sample data
An inbound enquiry needs a clear first response. This setup begins with an opted-in lead from one or two agreed sources. It checks contact permission, the allowed calling window, and the channels that can be used. A configured voice attempt or SMS fallback follows approved questions. The agent gathers the agreed qualification fields and stays within the response boundaries. Sensitive or unclear conversations go to a person. Where the maintained calendar and booking rules allow it, the workflow can offer an appointment. Otherwise it records the next agreed action. Opt-outs stop further contact, and failures remain visible for human review. The conversation summary, outcome, and owner are written to one CRM. Your team controls permissions, scripts, availability, and exceptions. Telephony, messaging, and model usage are separate costs. This is a scoped first-response setup, with human ownership and no guarantee that every enquiry can be reached.
01
Receive an opted-in lead from an agreed inbound source.
02
Apply contact permission, channel, and calling-window rules.
03
Collect need, location, budget, timing, and readiness.
04
Book, transfer, or agree the next follow-up action.
05
Write the summary, outcome, and ownership back to the CRM.
Practical boundary
The published price covers the scope shown here. Additional systems, branches, paid tools, or data cleanup are confirmed before work begins. Tool subscriptions and usage fees are separate. Ongoing support is agreed explicitly.
Read the related workflow scenario