B2Shift

AI AUTOMATION FOR REAL ESTATE

Respond to every property enquiry while intent is still high.

Qualify buyers, coordinate viewings and keep the CRM current without adding more admin to your agents.

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WORKFLOW / PREVIEW CONTROLLED
01Enquiry
02Buyer criteria
03Shortlist
04Viewing approval
05CRM update

01 — OUTCOMES

Start with the change
you need to measure.

Each implementation is shaped around the operating reality of your team and industry.

01Response time
02Viewing conversion
03CRM completeness
04Follow-up coverage

02 — USE CASES

Practical workflows.
Clear ownership.

WhatsApp qualification

Designed with rules, exception handling and a visible system record.

Property shortlists

Designed with rules, exception handling and a visible system record.

Viewing scheduling

Designed with rules, exception handling and a visible system record.

Lead scoring

Designed with rules, exception handling and a visible system record.

Follow-up sequences

Designed with rules, exception handling and a visible system record.

Document checklists

Designed with rules, exception handling and a visible system record.

Multilingual FAQ

Designed with rules, exception handling and a visible system record.

Agent reporting

Designed with rules, exception handling and a visible system record.

03 — EXAMPLE FLOW

From trigger to
traceable result.

Every workflow has a defined start, bounded decisions, controlled actions and a clear hand-off when confidence is low.

01TRIGGEREnquiry
02CONTEXTBuyer criteria
03ACTIONShortlist
04CONTROLViewing approval
05SYSTEM UPDATECRM update

TOOLS / SYSTEMS

WhatsAppPipedriveProperty CRMGoogle CalendarEmail

04 — SCOPE & DELIVERY

Real Estate
from fit to operation.

Technology is selected after the workflow, constraints and success metric are clear.

01

Fit / problem

  • High enquiry volume across portals, WhatsApp or web forms
  • Agents currently juggle qualification, scheduling and CRM updates manually
  • You use, or plan to use, a CRM as the record of buyers and listings

Not a fit if: Enquiry volume is low enough that manual handling is already fast · No CRM or listing system to connect to

02

Outcomes / deliverables

  • Qualification and routing policy
  • WhatsApp/web assistant connected to your CRM
  • Viewing-scheduling workflow
  • Agent performance and lead-source reporting
03

Architecture

  • Enquiry received (portal, WhatsApp, web)
  • Buyer criteria captured
  • Shortlist matched against listings
  • Viewing slot proposed and confirmed
  • CRM and agent updated
04

Tools / systems / integrations

  • WhatsApp Business API for buyer conversations
  • Pipedrive or property-specific CRM for listings and pipeline
  • Calendar integration for viewing scheduling
05

Controlled / controls

  • No automated price negotiation or contractual commitments
  • Agent approval required before confirming a viewing with a new lead
  • Multilingual FAQ content reviewed before publishing
06

Implementation / timeline & cost

  • Number of channels (portals, WhatsApp, web forms)
  • Listing volume and CRM complexity
  • Multilingual coverage required
  • Reporting depth
ProcessPricing

IMPLEMENTATION

01AuditFit, process, metric
02MVPWorking core flow
03LaunchIntegrate and train
04OperateMonitor and improve

FAQ

Questions before
implementation.

01Will this replace our agents?+

No — it handles the initial response and qualification so agents spend time on viewings and closing.

02Can it work across multiple listing portals?+

Yes, as long as each portal exposes a webhook, email lead or API feed.

03Does it work in multiple languages?+

Yes — this is one of the most requested capabilities for Cyprus-based real estate enquiries.

BOOK FREE AUDIT

Start with one workflow
worth fixing.

We’ll identify the best first opportunity, the controls it needs and what a focused MVP would take.

Discuss your workflow