Luxury Real Estate Group

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Service
End-to-end CRM and client communication automation.
Clients
Homeion Properties (Kenya)
Date
February 2025
Software
COPTIMAS (Business Plan), MLS integration via Zapier, Twilio for SMS, WhatsApp Business API.

Challenge:
Agents used personal spreadsheets and text messages to track clients. Missed follow-ups and inconsistent communication led to lost deals and reputational risk.

Solution:
COPTIMAS became the single source of truth:

  • Every lead (from website, open house, referral) entered a visual pipeline
  • AI agent sent personalized WhatsApp messages before showings (“Your 3 PM tour at Oceanview is confirmed!”)
  • Post-showing, the agent received a task to send photos and a feedback form
  • AI summarized client preferences and deal status weekly for managers

Results:

  • 90% of active deals now tracked in real time (vs. 45% previously)
  • Follow-up compliance improved to 98%
  • Closed deals increased by 20% YoY
  • Client retention rate rose to 85% for repeat/referral business

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