Case Study: Improving Lead Management

Improving Lead Management in a Medium-Sized Real Estate Company



A medium-sized company in the real estate sector was facing challenges in managing leads and communicating with potential clients. The company aimed to optimize its lead management process, which was currently handled through Instagram and WhatsApp. They sought to implement a CRM (Customer Relationship Management) system that integrated WhatsApp with artificial intelligence to guide clients from initial interest to property visits.


Solution Proposed by AidaDataConsultancy:

  1. Initial Analysis: An audit of the current lead management processes was conducted, identifying inefficiencies and areas for improvement in client communication and follow-up.
  2. Implementation of an Integrated CRM System: A customized CRM was developed, integrating WhatsApp Business and utilizing artificial intelligence to automate client communication. This system allowed the management of approximately 500 contacts and 200 monthly inventories, following potential clients through to the closing of sales.
  3. Automation and Personalization of Communication: The CRM automated the sending of personalized messages to clients from the first contact to the scheduling of property visits. Artificial intelligence was used to send messages at strategic intervals, maintaining client interest and guiding them towards a purchase.
  4. Training and Support: Training was provided to the sales team to ensure a smooth transition to the new system, along with continuous support to resolve any issues and optimize CRM usage.



  • Increase in Lead Management Efficiency: The company experienced a 30% improvement in lead management efficiency, reducing response time and enhancing the client experience.
  • Increase in Scheduled Appointments: Thanks to automated follow-ups, the number of scheduled property visit appointments increased by 25%.
  • Improvement in Conversion Rate: The personalization of communication and automated follow-ups resulted in a 20% increase in the conversion rate from leads to sales.

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A tech firm with a commitment to transparency, value, and communication.

Copyright © 2024. All rights reserved.