From Lead to Close: AI + CRM Automation for Real Estate Agents & Brokers

See how Jessica Miller transformed her real estate business, improved lead conversion, and increased revenue using Agentli's AI-powered CRM and automation.

Jessica Miller

Miller Real Estate Group

Austin, TX

Use Case: Real Estate Agent & Broker Workflow with AI + CRM Integration

Jessica Miller, the founder of Miller Real Estate Group, was struggling with managing an ever-growing pipeline of buyers and sellers. As the real estate market in Austin, TX became more competitive, she noticed that leads were slipping through the cracks, especially during busy showings or after hours.

Her follow-up process was inconsistent, and she was missing opportunities due to her heavy workload.

Before implementing the Agentli.ai solution, Jessica’s process was highly manual:

  • She captured leads through her website and social media but didn’t have a reliable system to organize them.

  • Follow-ups were mainly done via email, but they lacked personalization, often leading to lower engagement.

  • Many leads were lost because Jessica missed calls or didn’t have enough time to respond to every client inquiry.

  • She didn’t have a clear system to track her appointments and closings, which made it hard to see her revenue-driving activities.

Solution with Agentli.ai

After implementing Agentli's CRM system integrated with AI-powered automation, Jessica’s team streamlined every part of their workflow. Here’s how the solution worked for her business:

Workflow Breakdown (Before vs. After)

  1. Lead Capture & CRM Management

  • Before: Leads were captured through forms on her website, but Jessica manually added them into her CRM, often forgetting to follow up.

  • After: Leads automatically entered the Agentli.ai CRM via custom forms on her website and social media pages. The AI-powered CRM segmented leads into buyers, sellers, and investors, categorizing them based on their preferences (location, price range, property type).

  • Result: Lead capture became fully automated. Leads were organized in real-time, and no lead was ever forgotten.

  1. AI-Powered Lead Qualification

  • Before: Leads were captured through forms on her website, but Jessica manually added them into her CRM, often forgetting to follow up.

  • After: Leads automatically entered the Agentli.ai CRM via custom forms on her website and social media pages. The AI-powered CRM segmented leads into buyers, sellers, and investors, categorizing them based on their preferences (location, price range, property type).

  • Result: Lead capture became fully automated. Leads were organized in real-time, and no lead was ever forgotten.

  1. Follow-ups & Nurturing

  • Before: Follow-ups were inconsistent. Jessica would forget to send reminder emails or texts to leads who didn’t respond after the initial contact.

  • After: The Agentli.ai platform set up automated email and SMS sequences that personalized messages based on the lead’s behavior. The AI sent follow-ups at the perfect time, triggered by the lead’s activity, ensuring continuous engagement.

  • Result: Follow-up engagement increased by 40%, and Jessica’s team was able to maintain more consistent communication, nurturing leads through the entire sales cycle.

  1. Voice AI Receptionist for Missed Calls

  • Before: Calls were frequently missed, especially after hours. Jessica didn’t have a solution to manage after-hours inquiries.

  • After: The Voice AI receptionist took over after-hours calls, asking qualifying questions and gathering essential details about the lead’s requirements. If the lead was hot, the AI immediately forwarded the information to Jessica.

  • Result: Jessica’s team never missed a lead, increasing the number of booked appointments by 30%, even after office hours.

  1. Appointment Scheduling & Syncing

  • Before: Appointment scheduling was a manual process with back-and-forth emails. Missed appointments or scheduling conflicts happened frequently.

  • After: AI-powered appointment scheduling synced with Jessica’s calendar and allowed clients to book showings and consultations directly. Automated reminders were sent via text and email, reducing cancellations and no-shows.

  • Result: 30% reduction in appointment cancellations, as automated reminders and real-time syncing ensured no client was forgotten.

  1. AI Reviews & Reputation Management

  • Before: Jessica knew the importance of online reviews, but her team lacked the time and resources to actively manage reviews across various platforms. As a result, the process was inconsistent and often overlooked.

  • After: The AI-driven review management system automatically prompted clients to leave reviews after transactions, personalized the request based on the client’s interaction, and directed them to the appropriate platform (Google, Zillow, etc.). The system also analyzed reviews for sentiment, giving Jessica insights into how clients viewed her services.

  • Result: More than 50% increase in positive online reviews and improved local SEO rankings. Jessica’s team no longer had to manually request reviews, and her online reputation was bolstered with minimal effort.

  1. Conversational AI (Chatbot)

  • Before: Jessica’s website had a basic contact form, but visitors often abandoned the site without engaging. Many inquiries were lost as there was no immediate response to questions after hours.

  • After: The Conversational AI chatbot was integrated into her website. It answered lead questions in real-time, scheduled appointments, and even helped with basic property inquiries. If a lead had a more complex question, the bot would qualify the lead and hand it over to Jessica or her team.

  • Result: Around 35% increase in lead engagement on the website. The chatbot handled common inquiries, leaving Jessica and her team more time to focus on qualified prospects. It also reduced lead response time to less than 5 minutes.

Results & Impact

Lead Conversion Rate

+25% increase in the lead-to-deal conversion rate, thanks to AI-driven lead qualification and automated follow-ups.

Closing Ratio

The team’s closing ratio improved by 20%, as automated appointment scheduling and reminders minimized missed opportunities.

Revenue Growth

15% increase in overall revenue due to a combination of better lead qualification, higher engagement rates, and optimized marketing efforts.

Lead Engagement

40% increase in lead engagement due to personalized, AI-powered follow-up messages and automated property alerts.

Appointment Bookings:

30% increase in appointment bookings and 30% decrease in no-shows, thanks to AI-powered scheduling and reminders.

Online Reputation:

50% increase in positive online reviews and improved local SEO rankings due to the automated review collection and sentiment analysis.

"Since implementing theAgentli.ai platform, my business has completely transformed. The AI lead qualification has made a huge difference in how we engage with clients, and the automated follow-ups have resulted in more deals closed. I never miss a lead, even after hours, thanks to the Voice AI receptionist. The AI reviews system has boosted our reputation, and our closing ratio is up by 20%. We’ve also saved hours with the Conversational AI chatbot, which handles most of the inquiries. Overall, we’ve seen a 15% increase in revenue in just three months, and our online presence is stronger than ever."

Jessica Miller, Founder & Lead Agent,

Miller Real Estate Group,

Austin, TX