Automate or Fall Behind
                     Automate or Fall Behind: Why Task Automation is a Must in Real Estate Sales CRM
Introduction: Why Automation is the New Standard in 
Real Estate CRM
In today's fast-paced real estate marketplace, time is not only money but also an 
opportunity. Time lost means a delayed follow-up means a missed appointment means a 
forgotten lead, and that lead might’ve been a high-value client, and that potential deal 
might’ve been worth multi-crores. In real estate sales today, you have to be agile, 
responsive, and efficient. If you’re working on manual workflows, that’s going to be an uphill 
struggle.
Task automation with your Sales CRM is a huge differentiating factor.
We have seen the growth of involvement, such asSales Management Software, CRMs for 
sales integration. Customizable CRMs in global markets, such as the UAE, will require some
of the best CRM integration. CRMs for real estate are no longer an option; they’re a 
necessity.
So, let's explore why task automation is a must-have in your Sales CRM, so your real estate 
business can save time, improve follow-ups, and close more deals.
What is Task Automation in CRM?
Task automation in a  Sales CRM  refers to the effect of a system performing repetitive tasks 
automatically without humand instead enteringment and insteaoption;entering data, 
assigning leads, sending follow-up reminders, and so on or updating property statuses in 
real-time. 
Common Automated Functions in Sales CRM:
Lead Assignment—Auto-assignment of leads based on source, region, or agent 
performance.
Follow-up Assignment Reminders—Automatic reminders for assignments—instead of 
entering readings or document submissions.
Email & SMS Drip Campaigns—Set up once and engage clients automatically for days or 
even win global markets. 
Status Updates—Auto-update lead or property status after an action is taken. 
Task Creation—Create tasks based on action-blocking triggers like a submission of a form 
or a client call.
Automation allows your sales team to focus on selling and building relationships, and the 
system does the work of handling routine tasks. This allows your CRM for sales teams to 
become an engine for revenue.
5 Real Estate Agent Tasks Definitely Worth Automating
Real estate agents juggle a lot of responsibilities day in and day out—and many of these 
roles can easily (and should) be automated for increased productivity and reduced human 
error as an agent. 
1. Lead Capture and Distribution
Instead of constantly monitoring your email account, website form submissions, or social 
media platforms for incoming leads, a Sales CRM should capture leads from every channel, 
including email, social media, PPC and website submissions, automatically and distribute 
leads away in accordance with guidelines you define.
Channel Sources: Facebook Ads, Google PPC, WhatsApp, website forms.
Distribution Criteria: Location—agent territory, agent workload capacity, and lead 
score/quality.
2. Follow-Up Reminders
Forget about sticky notes and Excel sheets. Automate your follow-up reminders based on 
time and/or lead interaction. Missing follow-ups is one of the top reasons deals do not 
happen.
Example: 24 hours before a visit or call and 1 hour before a visit/call.
CRM Notification: Send notifications via email, SMS and/or app.
3. Property Status Changes
Every agent knows how fast property statuses change. No point in updating the listing 
manually. Instead, there can be automation rules that will be set up to perform updates for 
you based on backend functions.
Trigger: When a manager designates a property as sold, it will immediately be removed from
available listings that can be viewed by agents or clients.
4. Drip campaigns for warm leads
Utilizing marketing automation, automatically send scheduled emails or SMS to prospects 
who haven't engaged recently. 
Example:
 Day 1: Welcome email
 Day 3: Feature comparison email
 Day 7: Client testimonial email
 Day 10: Offer or price drop alert email
5. Task generation internally
When a new lead enters the pipeline, automatically assign backend tasks to eliminate any 
confusion or delays in operations, such as document collection and/or property comparison 
sheets. 
Benefits: Eliminate confusion and any delays in your operations.
These automations are key features of your customizable CRM.
Archiz CRM Automation Features: How you can save hours every day.
Archiz Solution is one of the top names within Sales CRM, and B2B sales CRM specifically 
for real estate professionals. Our automation features solve operational pain points like lead 
leakage and busywork.
1. Automate Lead Capture Across Multiple Channels 
Archiz CRM captures leads from:
 Property portals (99acres, MagicBricks)
 WhatsApp, Email, Facebook, Instagram
 Website Forms, Landing Pages
You will never need to check several platforms, as leads show up all to one platform, 
automatically assigned.
2. When and Who to Follow Up and Activity Tracking
Archiz has a brain.
 Reminds you based on time, importance, and recent client touchpoint. 
 Some will keep reminding you. 
 Will tell you what best action to perform in relation to lead behavior. 
Will record every call, meeting, and note automatically.
3. Task Rules Engine
Predefined triggers allow automated
 Task creation
 Document requests
 Internal team coordination

Workflows can be defined However. For example: If a lead engages with a property → Auto-
create a task to call for feedback the next day.
4. Email & SMS Workflows
Set up automation for:
 Nurturing leads
 Sharing new listings
 Reminders for EMIs, legal paperwork, site visits

Tightly integrated with popular platforms like Twilio, WhatsApp API, and Gmail.
5. Property Lifecycle Automation
Every task from listing to closure can be automated:
 Auto status updating
 Alert if property goes unsold for 30+ days
 Auto-offer suggestions to unsold listings
6. Integration Supports
We can also support the best CRM integration solutions in the UAE, which connect your 
CRM to LikeIke:
 Zapier
 Zoho Creator
 WhatsApp Business
 Mailchimp
 Google Calendar
Archiz is the equivalent of a customized version of CRM that works for global and local use 
cases.
Conclusion: Automate with Archiz CRM, or Risk Being Left Behind
You can’t be stuck in manual workflows anymore in today's competitive real estate space. 
Agents and brokerage owners have to be quick, figuring things out and managing quickly.
Through automation of repetitive tasks, you won’t just save hours a week; you’ll also limit the
human errors in your lead nurturing and close more deals. It doesn’t matter if you are a small
real estate agency or an enterprise looking to target the UAE and Indian markets; the need 
for customizable CRMs and the best CRM integrations is on the rise.
Archiz CRM can accommodate these needs, especially for sales teams that want task 
automation ability, multi-channel lead capture options, and team collaboration that is useful. 
Don’t let your competitors outpace you while you are still copying and pasting emails and 
entering data into spreadsheets manually. You need to automate your sales process with 
Archiz CRM today because time in real estate is opportunity lost.
FAQ: Automated Tasks in Real Estate CRM
1. What tasks can be automated in a real estate Sales CRM?
More than anything that is repeated over and over, such as allocating leads, following up, 
meeting reminders, status updates, drip campaigns, and document requests, can be 
automated with a smart CRM for sales teams.
2. How much time could I save a week with automation?
On average, automation can save 8-10 hours/week per agent, mostly in lead allocation 
handling, follow-ups, and related tasks.
3. Can Archiz CRM integrate with WhatsApp or my Email platforms?
Yes, Archiz has the best CRM integration solutions, including WhatsApp Business API, 
Gmail, Mailchimp, Twilio, and more.
4. Is automation customizable in Archiz CRM?
Yes, Archiz CRM is a customizable CRM system, and you can set your own triggers, 
workflow, and automations as required to fit your team's process.
5. Doesn't automation mean my sales team is going to be lazy? 
Not at all. Automation takes away the repetitive tasks, allowing your team to have more time 
to focus on strategic sales conversations, closing deals, and client engagement.