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Real estate / Lead response

Speed-to-Lead Voice & SMS Agent

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

Read the video transcript

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

Capture

Receive an opted-in lead from an agreed inbound source.

02

Check

Apply contact permission, channel, and calling-window rules.

03

Qualify

Collect need, location, budget, timing, and readiness.

04

Respond

Book, transfer, or agree the next follow-up action.

05

Record

Write the summary, outcome, and ownership back to the CRM.

Included in this setup

  • One AI voice and SMS qualification agent
  • One or two agreed inbound lead sources
  • Voice attempt with SMS fallback
  • Up to six approved qualification fields
  • One calendar and one CRM destination
  • Human transfer, opt-out, quiet-hours, and failure handling
  • Conversation summary, outcome, and owner notification

What we need from you

  • An ElevenLabs Agents or Vapi account with a verified phone number
  • Documented lead consent language and permitted contact windows
  • Approved qualification questions and response boundaries
  • A maintained calendar plus CRM access
  • A named human owner for transfers and exceptions

Scoped separately

  • Cold outbound lists, scraping, and unsolicited calling
  • Telephony, model, messaging, and third-party software usage fees
  • Legal advice or remediation of existing consent records
  • Historical CRM cleanup and data migration
  • Multilingual agents, custom knowledge bases, or complex territory rules unless scoped separately

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