Real Estate Lead Management

Intermediate

real-estate leads automation ai

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Real Estate Lead Management

Industriesreal estate

Departmentslead management

Automate lead capture, AI scoring, agent assignment, follow-up sequences, CRM sync, and cold lead re-engagement.

A collection of habits that turn enquiries into clients: from first-touch capture through to long-term re-engagement. Each habit operates independently and can be deployed individually or as a complete lead management suite.

What It Does

• Lead Capture: receive inbound leads from web forms and route to agents
• Lead Scoring: score leads by behaviour and budget signals using AI
• Agent Assignment: assign leads to agents based on territory and availability
• Follow-Up Sequence: send personalised follow-up emails over 14 days
• CRM Sync: push lead status updates to CRM on each interaction
• Cold Lead Re-engagement: re-engage leads inactive for 30+ days with new content

Lead Capture

Webhook

Receive inbound leads from web forms and portal integrations and route to the correct agent.

webhookhttpemail

Lead Scoring

Webhook

Score each lead automatically using AI based on behaviour, budget signals, and intent data.

webhookaihttp

Agent Assignment

Webhook

Assign leads to the best-matched agent based on territory, specialisation, and current workload.

webhookemailhttp

Follow-Up Sequence

Scheduled

Send a personalised 14-day follow-up email sequence to new leads automatically.

scheduleremailai

CRM Sync

Webhook

Push lead status updates and interaction events to the CRM on every touchpoint.

webhookhttpemail

Cold Lead Re-engagement

Scheduled

Re-engage leads that have been inactive for 30+ days with fresh market content and AI personalisation.

scheduleremailai

Key Files

stack.yaml

version: "1.0"
name: "Real Estate - Lead Management"

workflows:
  - id: lead-capture
    path: ./habits/lead-capture.yaml
    enabled: true
  - id: lead-scoring
    path: ./habits/lead-scoring.yaml
    enabled: true
  - id: agent-assignment
    path: ./habits/agent-assignment.yaml
    enabled: true
  - id: follow-up-sequence
    path: ./habits/follow-up-sequence.yaml
    enabled: true
  - id: crm-sync
    path: ./habits/crm-sync.yaml
    enabled: true
  - id: cold-lead-re-engagement
    path: ./habits/cold-lead-re-engagement.yaml
    enabled: true

server:
  port: 13040
  host: "0.0.0.0"

logging:
  level: info
  outputs: [console]
  format: text
  colorize: true

Tailored to your systems & workflows

Every organization runs differently. Reach out to see how Habits can be up and running in your environment, tailored to your tools, your data, and your team's specific workflows.

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