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Workflow Automation Engine

Automate the Work Behind Your
Real Estate Sales Process

Manual lead assignment, spreadsheet exports, and chasing agents for daily updates waste valuable selling hours. Smattio automates lead ingestion, round-robin distribution, SLA reallocations, and follow-up notifications so your team can focus on closing deals.

Automatic Lead Assignment SLA Reassignment Timers Automated Reminder Notifications Hands-Free Daily Work Summaries
System Workflow

The Automated Real Estate Sales Workflow

Every step from arrival to supervisor reporting executes seamlessly without manual administrative intervention.

01 Lead
New Lead Captured via Webhook
→
02 Dedup
Duplicate Check & Verification
→
03 Route
Automatic Lead Assignment
→
04 Alert
Salesperson Notification
→
05 Call
1-Click Call & Note Logging
→
06 Follow-Up
Follow-Up & Site Visit Scheduled
→
07 Guard
Reassignment if SLA Breached
→
08 Report
Automated Manager Reporting
Automation Capabilities

Key Automations Built for Real Estate Teams

Eliminate repetitive operational tasks while safeguarding deal response times.

Automatic Lead Assignment

Route inquiries automatically using round-robin distribution, project specialization, or salesperson shift availability.

SLA Auto-Reassignment

Set response time guards. If an agent does not call within your specified deadline, the lead automatically shifts to the next available agent.

Automated Notifications

Alert sales executives immediately when a new enquiry is routed or when a scheduled client follow-up callback is due.

Follow-Up Management

Automate task queues with Today, Missed, and Upcoming buckets that keep reps on track without manual calendar reminders.

Integration Workflows

Receive leads from 99acres, Magicbricks, Meta Ads, and webhooks in sub-seconds with encrypted token validation.

Automated Manager Reports

Generate daily work summaries mapping agent call activity, stage transitions, and pipeline progression automatically.

Lead Source Connectivity

Connect Your Automation Ingestion Points

Feed verified leads into your automated distribution engine via real-time webhooks.

Direct Sync

Meta Lead Ads

Capture buyer enquiries instantly from Facebook and Instagram sponsored property ads via real-time webhooks.

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Direct Sync

WhatsApp Cloud API

Trigger verified brochure templates, automated welcome messages, and instant rep alerts via official Meta Cloud API.

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Open API Webhook

99acres & Magicbricks

Ingest property portal enquiries automatically with secure token authentication and project mapping without CSV exports.

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Automation FAQs

Frequently Asked Questions About Sales Automation

Real estate sales automation software replaces manual administrative work with automated workflows. It handles real-time lead capture, round-robin assignment, follow-up alerts, SLA reallocations, and daily work summary reporting without requiring team leaders to manually touch spreadsheets.
Smattio applies configurable distribution rules such as round-robin rotation or project-specific routing. As soon as an enquiry lands through portal webhooks, Smattio verifies agent availability and assigns the lead to the appropriate sales executive in seconds.
SLA auto-reassignment is a safety mechanism that monitors how quickly reps take action on newly assigned leads. If an executive fails to initiate contact or update the lead status within your specified window, the system automatically shifts the lead to an active colleague to protect lead velocity.
Executives receive immediate alerts when a new property enquiry is routed to their queue, as well as timely push reminders prior to scheduled follow-up callbacks or site visit appointments.

Automate Your Real Estate Sales Engine

Eliminate manual lead assignments and missed follow-ups with intelligent automation built for real estate.

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