Real estate agents in a Dubai brokerage office reviewing listings and a CRM pipeline on screen
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Real Estate & PropTechRevenue OperationsAI Automation

Revenue operations for brokerages

A brokerage CRM that updates itself, and agents who finally use it

A fast-growing brokerage had 120 agents, a CRM nobody updated, and no idea which marketing spend produced closings. We rebuilt the revenue operations layer so the CRM fills itself from calls, WhatsApp and portals, and management sees a pipeline they can trust.

Client
Residential and commercial brokerage
Region
United Arab Emirates
Scale
120 agents across 4 offices
Timeline
10 weeks across four offices

Representative engagement. Client details are anonymised and figures reflect typical outcomes from comparable deployments.

What the client got

0%

Of agent activity now in the CRM

Up from an estimated 20 percent, without agents typing notes.

0%

Faster first response to portal leads

Routing by response time rewards agents who answer.

0%

Marketing spend reallocated

Away from channels that produced enquiries but no closings.

The bottlenecks

  1. Bottleneck 1

    Agents treated the CRM as admin

    Deals happened on WhatsApp and phone calls. The CRM showed a fraction of real activity, so pipeline reviews were fiction.

  2. Bottleneck 2

    Leads were distributed by favour

    Portal leads went to whoever the manager liked. There was no routing by speciality, language or performance.

  3. Bottleneck 3

    Marketing spend was unattributed

    Portal subscriptions, paid social and events cost a lot. Nobody could say which produced commission.

What we built

  1. Step 1

    Activity capture without typing

    Call recordings and WhatsApp Business conversations are transcribed and summarised by an LLM, matched to the right contact, and logged as CRM activity with next steps extracted. Agents correct rather than create.

  2. Step 2

    Lead routing by rules

    Portal and website leads are scored, then routed by property type, area, language and the agent’s current response time. Slow responders lose priority automatically.

  3. Step 3

    Attribution from first touch to commission

    Every lead carries its source. Closed deals roll up to a dashboard showing cost per closing by channel, updated daily.

  4. Step 4

    Manager coaching views

    Each office head sees agents’ response times, conversation volumes and conversion by stage, with weekly AI-generated notes on who needs help and why.

The automation workflow

Lead to commission, captured automatically

From portal enquiry to attributed closing

01

Lead In

Portals, web, social

02

Score and Route

Speciality, speed

03

Agent Engages

Call, WhatsApp

04

AI Logs Activity

Transcribed, summarised

05

Deal Stages

Pipeline updated

06

Attribution

Cost per closing

Step 1 of 6
6 steps · Fully automated
StackSalesforceWhatsApp Business APIAircalln8nOpenAILooker Studio

Questions clients ask about this engagement

Are calls recorded with consent?

Yes. Recording notices follow UAE requirements, and transcripts are stored in the client’s own CRM, not with us or the model provider.

Did agents resist?

Briefly. Once lead routing favoured agents with clean CRM data and fast responses, adoption followed the commission.

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Have a similar bottleneck?

Tell us how the work happens today. We will show you the workflow we would build and prototype it on your own process.