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Keystone Systems

Real estate

Real estate runs on deadlines and documents. We automate lead response, transaction coordination and property operations.

Interactive exampleReal estate
Show the workflow

Inbound lead to first showing · Trigger: A lead submits an inquiry

Current state

  1. 01Manual

    Lead sits in a shared inbox

    Office · Inbox

  2. 02Manual

    Office manager assigns an agent

    Office · Email

  3. 03Manual

    Agent copies the lead into the CRM

    Agent · CRM

  4. 04Manual

    Agent calls and emails back and forth to schedule

    Agent · Phone

  5. 05Manual

    Follow-ups depend on memory

    Agent · Notes

Steps
5before, then after:5
Manual touches
5before, then after:0
Hand-offs
1before, then after:4
Systems touched
5before, then after:3

Showing the current state. Counts come from this illustrative workflow, not measured client results. Legend: dashed = manual, orange = automated, solid dark = human review.

Use cases

Where we'd look first.

9 automation use cases that commonly apply to real estate.

Filter these in the explorer

  • Employee onboarding & offboarding

    One HR event provisions accounts, groups, licenses and devices, and reverses all of it on exit so access is removed on day one.

    Directory & SSOService desk

  • Customer & member onboarding

    Collect, verify and route application documents with automated checks and a clear audit trail.

    Custom appCRM

  • CRM & pipeline automation

    Activity logged automatically, follow-ups scheduled and pipeline reports kept current, so nothing falls through.

    CRM

  • Lead capture & routing

    Leads from every source captured, deduplicated and routed to the right person within minutes, with a first reply sent.

    CRMAI agents

  • AI agent for email & support

    An agent that reads the inbox, answers routine questions from your own data, drafts the rest and escalates anything unusual.

    AI agentsEmail & inboxService desk

  • Document & request intake

    Agents that read forms, PDFs and emails, extract the fields and file them to the right record.

    AI agentsEmail & inbox

  • Deadline-driven transaction checklists

    Checklists that track every deadline, send reminders and collect documents automatically.

    CRMEmail & inbox

  • Maintenance requests & vendor dispatch

    Requests captured, prioritized and dispatched to vendors with status updates to the requester.

    Custom appEmail & inbox

  • Reporting dashboards

    Dashboards fed directly from your systems for throughput, margin, pipeline or program metrics, with no spreadsheet assembly.

    SpreadsheetsERPCRM
Next industryHospitality

Let's map your workflows.

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