Digital Platform for Real Estate Sales & Operations Automation

Executive Summary

This case study highlights the development of a centralized digital platform for real estate sales and operations automation. The solution was designed to streamline lead management, automate sales workflows, and provide real-time visibility into conversions and agent performance—helping the organization scale efficiently across multiple projects and locations.

Client Overview

The client is a mid-sized real estate development company managing multiple residential and commercial projects across locations. Sales inquiries, site visits, and follow-ups were previously handled using spreadsheets, phone calls, and disconnected tools—creating inefficiencies as lead volume and project complexity increased.

Business Objectives

• Centralize leads from multiple marketing channels
• Automate repetitive sales and coordination tasks
• Improve visibility into sales pipeline and agent performance
• Enable faster, data-driven management decisions
• Build a scalable platform for future real estate projects

The Challenge

• Leads coming from multiple sources without a unified system
• Manual follow-ups and site visit scheduling
• Limited visibility into pipeline health and conversions
• Fragmented data delaying management decisions
• Inconsistent customer experience and reduced conversions

Rovista’s Approach

Rovista adopted a discovery-led, process-driven approach—focusing on how real estate sales operate in real-world scenarios before introducing automation.

• Mapped the end-to-end real estate sales lifecycle
• Analyzed agent workflows and coordination gaps
• Identified automation opportunities with direct impact on conversions
• Designed role-based visibility for agents, managers, and leadership

The Solution Delivered

A custom real estate sales and operations automation platform accessible via web and mobile—centralizing leads, automating sales workflows, and improving operational transparency.

Centralized Lead Management

• Unified lead capture from multiple channels
• Single source of truth for customer and inquiry data
• Clear lead ownership and status tracking

Automated Sales Operations

• Automated lead assignment to sales agents
• Follow-up reminders and activity tracking
• Site visit scheduling and visit status updates
• Reduced manual coordination and missed opportunities

Site Visit Scheduling & Tracking

• Structured site visit booking workflows
• Real-time updates for agents and managers
• Improved coordination between sales, site teams, and customers

AI-Assisted Lead Scoring

• Intelligent lead prioritization based on intent signals
• Focused agent effort on high-quality prospects
• Improved conversion efficiency

Role-Based Dashboards & Reporting

• Sales dashboards for daily agent activities
• Manager dashboards for pipeline and team performance
• Real-time insights into conversions and productivity

Mobile-Ready for Field Sales

• Web and mobile access for on-field sales teams
• Real-time updates from site visits
• Faster response and follow-ups from anywhere

Technology Stack

• Custom Web Application
• Mobile App Support
• AI & Intelligent Automation
• Cloud Infrastructure

Outcomes & Business Impact

• Faster lead response time and consistent follow-ups
• Complete visibility into sales pipelines across projects
• Reduced manual coordination between teams
• Improved sales performance tracking
• Higher conversion efficiency
• Scalable platform ready for future projects
• Enhanced customer experience through structured communication

Why This Platform Works

• Aligns technology with real-world real estate sales workflows
• Uses automation to remove friction, not add complexity
• Provides management with real-time visibility and control
• Scales easily as projects, teams, and locations grow

Conclusion

This case study demonstrates how a centralized real estate sales automation platform can remove operational bottlenecks, improve conversions, and support scalable growth. By digitizing and automating core sales workflows, the organization gained clarity, control, and confidence across projects.

Disclaimer: Client identity is withheld due to confidentiality. This case study represents a real-world implementation.