You will get Real Estate Workflow Automation – AI Lead Capture, CRM, Tenant Flows
Project details
If you’re a property manager or real estate agency spending too much time manually qualifying leads, following up with inquiries, or managing client conversations, this package is for you.
I’ll build an automation system that captures and qualifies your leads, triggers personalized follow-up messages, matches them to relevant properties, and syncs everything into your CRM.
This is ideal for teams handling 20+ leads per month across platforms like Zillow, Meta Ads, or website forms. I use tools like Make.com, WhatsApp, Airtable, and GPT-4 to create a responsive lead engine that works 24/7—so you don’t have to.
With 18+ years of digital systems experience and a track record working with global and regional brands, I deliver clean, testable, and scalable workflows that free your team to close deals faster and handle more listings, without burning out.
You’ll get full system setup, documentation, and video walkthrough—all ready in just 7 days.
I’ll build an automation system that captures and qualifies your leads, triggers personalized follow-up messages, matches them to relevant properties, and syncs everything into your CRM.
This is ideal for teams handling 20+ leads per month across platforms like Zillow, Meta Ads, or website forms. I use tools like Make.com, WhatsApp, Airtable, and GPT-4 to create a responsive lead engine that works 24/7—so you don’t have to.
With 18+ years of digital systems experience and a track record working with global and regional brands, I deliver clean, testable, and scalable workflows that free your team to close deals faster and handle more listings, without burning out.
You’ll get full system setup, documentation, and video walkthrough—all ready in just 7 days.
Project Type
Data Entry, Ecommerce Management, Project Management, Customer Support, OtherWhat's included $1,500
These options are included with the project scope.
$1,500
- Delivery Time 7 days
- Number of Revisions Unlimited
Optional add-ons
You can add these on the next page.
Fast 3 Days Delivery
+$350Frequently asked questions
About Joseph
AI Systems Architect | Ex-Microsoft, Ex-Publicis, Ex-WeChat
Dubai, United Arab Emirates - 2:03 am local time
I help founders, teams, and enterprises build intelligent automation systems and AI agents that eliminate inefficiencies and create scalable workflows. With 18+ years of digital leadership experience, including systems transformation at Microsoft, campaign leadership at Publicis and Omnicom agencies, and go-to-market execution at WeChat. I now specialize in creating custom automation solutions using AI LLMs, n8n, Make.com, and Python.
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What I Do
• Design and deploy advanced AI-powered automation using n8n, Make.com, and Zapier
• Build AI–powered agents for onboarding, customer support, sales, and marketing
• Automate end-to-end operations across marketing, fulfillment, support, and internal ops
• Connect and orchestrate tools like Google Sheets, Notion, Stripe, Salesforce, and WhatsApp
• Deliver scalable, testable systems with full documentation and fast handover
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Stack and Tools
AI: Anthropic, OpenAI API, Germini, Whisper, LangChain, Pinecone
Automation: n8n, Make.com, Zapier
Backend: Node.js, Python, Supabase, REST APIs
Frontend/UX: Webflow, Notion, Airtable
Infra: Cloudflare, Vercel, Netlify
Popular Integrations: GoHighLevel, Google Sheets, Airtable, Notion, HubSpot, Salesforce, Pipedrive, Clearbit, Typeform, Stripe, PayPal, Shopify, Calendly, Intercom, WhatsApp, Twilio, Slack, Discord, Mailchimp, Klaviyo, ActiveCampaign, Clay+
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Selected Outcomes
• Reduced onboarding time by 80% using a custom AI agent + integrated handoff flow
• Saved 15+ hours/week by automating Instagram content workflows
• Integrated WhatsApp + CRM for a 40% faster lead response system
• Eliminated 90% of manual reporting with automated dashboards and API syncing
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Who I Work With
• Startups and solo founders looking to build leverage fast
• Growth-stage teams needing scalable infrastructure without overhead
• Agencies offering automation or backend services to clients
• Enterprises piloting AI solutions or launching digital transformation initiatives
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Why Clients Hire Me
• Former Microsoft, Publicis, Omnicom, and WeChat strategist—now focused 100% on AI automation
• Rare mix of business strategy, technical delivery, and UX fluency
• Fast turnaround, clear communication, proactive execution
• Enterprise-quality systems without enterprise friction
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If you’re ready to automate the right things and scale with confidence, send me a message.
I respond within 24 hours and can start quickly.
Steps for completing your project
After purchasing the project, send requirements so Joseph can start the project.
Delivery time starts when Joseph receives requirements from you.
Joseph works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Access Setup
We’ll schedule a short kickoff call to understand your current lead workflow. You’ll provide access to CRM tools, lead forms, and communication channels.
Lead Qualification Workflow Design
I’ll design a lead scoring and routing flow using automation logic tailored to your property types, lead sources, and team structure.