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Real Estate Sales Automation Case Study

Real Estate Sales Automation

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Project Overview

Digital Platform for Real Estate Sales & Operations Automation

The client is a mid-sized real estate development company managing multiple residential and commercial projects across locations. Sales inquiries, site visits, follow-ups, and reporting were handled through spreadsheets, phone calls, and disconnected tools.

As project count and lead volume increased, this fragmented approach became a major growth bottleneck. Rovista partnered with the client to design and build a centralized, automated real estate sales and operations platform focused on visibility, efficiency, and scalability.

Client Type

Client Type

Real Estate Developer

Project Type

Project Type

Sales & Operations Automation Platform

Platforms

Platforms

Web & Mobile

Challenge → Solution → Outcome

The Challenge

The client’s sales operations were fragmented across tools, leading to inefficiencies and missed opportunities.

  • 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 & Solution

Rovista adopted a discovery-led and process-driven approach, aligning technology with real-world real estate sales workflows.

  • Centralized lead and customer data
  • Automated sales and coordination workflows
  • AI-assisted lead scoring and prioritization
  • Role-based dashboards for agents and managers
  • Mobile-ready access for field sales teams

Outcome & Business Impact

The platform transformed how the client managed real estate sales across projects and teams.

  • Faster lead response time and consistent follow-ups
  • Complete visibility into sales pipelines
  • Reduced manual coordination between teams
  • Improved sales performance tracking
  • Higher conversion efficiency
  • Scalable foundation for future projects

Key Takeaway: Centralized sales automation dramatically improves conversion visibility, coordination, and customer experience.

Solution Breakdown

Centralized Lead Management

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

Automated Sales Operations

  • Automated lead assignment
  • Follow-up reminders and activity tracking
  • Reduced missed opportunities

Site Visit Scheduling & Tracking

  • Structured site visit workflows
  • Real-time updates for agents and managers
  • Improved coordination across teams

AI-Assisted Lead Scoring

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

Role-Based Dashboards & Reporting

  • Agent dashboards for daily activities
  • Manager dashboards for pipeline visibility
  • Real-time conversion and performance reporting

Technologies Used

Custom Web Application

Centralized real estate sales and operations platform

Mobile App Support

On-the-go access for field sales teams

AI & Intelligent Automation

Lead scoring and workflow automation

Cloud Infrastructure

Scalable, secure, and reliable deployment

Ready to Modernize Your Real Estate Sales Operations?



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

How We Work

Step-by-step process to delivering innovative digital services


Our services include Web & Mobile Development, AI Automation, Maintenance & Support, Cloud & DevOps, and Design & Marketing.

Step-01

Discovery &
Strategy

We understand the business before the requirements.

Step-02

Architecture &
Design

We design systems that scale and last

Step-03

Development &
Testing

We build with quality, transparency, and speed

Step-04

Launch &
Deployment

We ensure smooth, secure go-live

Step-05

Support &
Maintenance

We stay involved beyond delivery

Frequently Ask &
Question

What does Rovista do?

Rovista is an AI-first digital engineering company building scalable web, mobile, cloud, and intelligent automation solutions for businesses.

Who do you work with?

We work with startups, SMEs, and enterprises across SaaS, real estate, healthcare, education, and other industries.

Do you work on existing systems or only new projects?

Both. We build new products and also improve, modernize, or scale existing systems.

How do you approach AI and automation?

We focus on practical, business-driven AI use cases that deliver real efficiency and ROI — not hype.

Do you offer a free consultation?

Yes. We offer a free strategy call to understand your needs and recommend the right approach.

How long does a project usually take?

Timelines vary by scope. MVPs typically take 6–10 weeks, while larger systems are defined after discovery.

How do we get started?

Simply book a free strategy call or contact us through the website.

👉 Book a Free Strategy Call