
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
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.
Bottleneck 2
Leads were distributed by favour
Portal leads went to whoever the manager liked. There was no routing by speciality, language or performance.
Bottleneck 3
Marketing spend was unattributed
Portal subscriptions, paid social and events cost a lot. Nobody could say which produced commission.
What we built
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.
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.
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.
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
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.
