AI lead follow-up and operations for real estate.
From the first inquiry to the closed deal: Sonzai answers, qualifies, routes, and follows through on every lead, then hands off to your team and your CRM with nothing lost along the way.
The workflow
Six steps from inquiry to closed, none of them dropped.
Most teams lose deals between the steps: the inquiry that waits until morning, the qualified buyer who never gets a second call. Sonzai runs the whole chain as one workflow.
- 1
Inquiry lands, any hour
A buyer asks at midnight, on a weekend, from another time zone. Sonzai answers in under a minute with real detail about your projects, units, pricing, and terms, in the buyer's language.
- 2
Qualification happens in the conversation
Budget, timeline, financing, and intent are drawn out naturally instead of through a form. Every lead gets the same thorough qualification, not whichever questions the rep who picked up happens to ask.
- 3
Routing puts it with the right person
Qualified leads route to the right salesperson or team based on project, language, and availability. Nothing sits in a shared inbox waiting for someone to claim it.
- 4
CRM handoff with full context
The lead, the transcript, and the qualification land in the system you already run: Salesforce, Yardi, or your ERP. Sonzai reads from your stack and writes back to it; nothing gets replaced.
- 5
Follow-through that never drops
Viewings get prepped, questions get answered, and quiet leads get re-engaged on schedule. When a conversation needs a human, it escalates to your team with the full history attached.
- 6
Reporting you can act on
Every step feeds the Mind Layer, so you see where leads come from, where they stall, and which follow-ups convert. The workflow you run six months from now is sharper than the one you start with.
Your stack, your rules
Runs on the systems you already use.
Your CRM stays the source of record
Keep Salesforce, Yardi, or your ERP. Sonzai reads from them, lines the data up, and writes back. It adds a layer on top; it does not replace what you have.
Handoff and escalation you control
You decide when a conversation moves to a person: on request, on deal size, on sentiment. The handoff carries the full transcript and qualification, so your team never starts cold.
Every conversation makes it smarter
Answers, objections, and outcomes feed the Mind Layer. Follow-up timing and qualification sharpen with every deal your team closes.
Your move
See your lead workflow running on Sonzai.
Thirty minutes with the founders. Bring your current follow-up process and leave with a clear picture of what it looks like automated end to end.