Agency context
Define the areas, services, languages, and lead types your team handles.
How it works
From first inquiry to an organized CRM lead.
Realsom handles the first qualification conversation, saves the useful context in the CRM, and gives agents a clearer starting point. The agent remains responsible for the relationship and the next step.
- Realsom
- Qualifies
- CRM
- Organizes
- Agent
- Decides
Set up once
Give Realsom the context your agency already uses.
Before the first conversation, the workflow is shaped around your agency. This gives the bot useful boundaries and gives the CRM a consistent structure.
Property context
Add the relevant property information that Realsom may use during qualification.
Qualification rules
Establish what the bot should ask and which details matter before an agent follows up.
Connected entry points
Configure where written inquiries enter the workflow as each channel integration becomes available.
For every inquiry
One connected process, with responsibility clear at every stage.
The bot completes the repetitive first pass, the CRM preserves what was learned, and the agent determines what should happen next.
Illustrative example only. Not connected to a live backend.
RealsomReceives the inquiry
Conversation
- Realsom
- Qualifies
- CRM
- Organizes
- Agent
- Decides
Illustrative example only. Not connected to a live backend.
RealsomIdentifies the intention
Conversation
Qualification
Buyer inquiry
- Realsom
- Qualifies
- CRM
- Organizes
- Agent
- Decides
Illustrative example only. Not connected to a live backend.
RealsomAsks the relevant questions
Conversation
RealsomWill you need mortgage financing, and when are you hoping to move?
- Realsom
- Qualifies
- CRM
- Organizes
- Agent
- Decides
Illustrative example only. Not connected to a live backend.
CRMSaves the useful context
Extracted details
Buyer inquiry
- Area
- Málaga
- Property
- Two-bedroom apartment
- Budget
- €320,000
- Financing
- Approved
- Timeline
- Within three months
Saved automatically to the CRM
- Realsom
- Qualifies
- CRM
- Organizes
- Agent
- Decides
Illustrative example only. Not connected to a live backend.
CRMShows the current classification
CRM lead record
Buyer inquiry
Qualification
Priority: HOT
Marked Hot because the lead has a defined property requirement, target area, confirmed budget, approved financing, and a near-term timeline.
- Realsom
- Qualifies
- CRM
- Organizes
- Agent
- Decides
Illustrative example only. Not connected to a live backend.
AgentDetermines the next action
CRM lead record
Buyer inquiry
Saved automatically to the CRM
Agent handoff
Follow up with the buyer
Review the original conversation and the details saved in the CRM.
- Realsom
- Qualifies
- CRM
- Organizes
- Agent
- Decides
Illustrative example only. Not connected to a live backend.
RealsomReceives the inquiry
Conversation
- Realsom
- Qualifies
- CRM
- Organizes
- Agent
- Decides
Transparent prioritization
A working signal for the agent, not an automatic verdict.
Realsom summarizes the context currently available against the agency’s qualification rules. The classification remains visible and can change as the conversation develops.
Hot
The available information currently meets the agency’s configured high-priority criteria.
Cold
The available information currently meets the agency’s configured low-priority criteria.
Not yet scored
The conversation does not yet contain enough information for either classification.
Built around the agent
Your agents receive context. They keep control.
Realsom does not decide how a client relationship should continue. It reduces the repetitive work of collecting and organizing information, then leaves the commercial judgment with the agent.
- Review the original conversation and the details saved in the CRM.
- See the current classification and identify information that is still missing.
- Choose the appropriate follow-up, nurturing, or appointment path.
Your qualification process
Show us how your agency handles a new inquiry.
We can map your lead types, questions, classifications, and agent handoff into one practical workflow.