Case studiesREAL ESTATE SECTOR
Case Study: Digital Transformation & RevOps in the Real Estate Sector
How we optimized prospect management and sales traceability in the real estate sector by integrating Artificial Intelligence and HubSpot CRM.
+45% in lead conversion-60% in response time360° Traceability
Challenge and solution
The industry challenge
- Prospects scattered across real estate portals, digital campaigns, and phone inquiries, lacking a unified record.
- Long response times that resulted in lost opportunities to competitors.
- Lack of traceability between marketing spend and the final sale of each unit.
The Awtana solution and its results
- Centralization of all inbound demand in HubSpot CRM with automated routing by project and sales rep.
- AI agents that qualify prospects, answer FAQs, and schedule site visits in minutes.
- End-to-end reporting model connecting campaign, prospect, visit, and closing in a single dashboard.
+45%
Lead-to-scheduled-visit conversion
-60%
Average first response time
360°
Full sales journey traceability
100%
Inbound demand logged in the CRM
Implementation
Interfaces and automations configured for the industry
A representation of the CRM dashboards, AI agents and automated workflows that support the sector's commercial operation.
Real Estate CRM
Vista Andes Project · 42 units · 18 reservations
Qualified prospect · Budget validated · Visit scheduled
Sales rep automatically assigned by project
AI Agent · WhatsApp
Prospect: Do you have 2-bedroom apartments?
Agent: Yes. Does a visit on Thursday at 11:00 AM work for you?
Prospect: Perfect. · Visit confirmed in CRM
Automated Workflow
Inbound lead → AI qualification → Project-based assignment
Visit scheduled → 24-hour reminder → Post-visit survey
Closed deal → Campaign attribution → Executive report
Strategic session
Request a diagnostic for your company in the Real Estate sector
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