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Real Estate#06 Chat Interaction

Builder Sales Assistant

"A personal AI assistant for every sales executive on your team"

+45%
Rep Productivity
3 hrs/day
Admin Time Saved
+22%
Deal Velocity
The Problem

Sales reps lose 3 hours a day on admin: writing emails, fetching brochures, updating CRM, drafting proposals. That's 3 hours not spent selling.

Workflow

How the system runs

  1. 01Rep messages assistant in WhatsApp/Slack
  2. 02Assistant pulls customer context from CRM
  3. 03Drafts emails, brochures, proposals
  4. 04Schedules calls and reminders
  5. 05Auto-logs every interaction in CRM
Customer Interaction

Chat Interaction

NeovraAI Assistant
Active · responding in < 1s
Real Estate
Send Marigold brochure + floor plan to Priya Sharma
10:20
Done. Personalised email + WhatsApp dispatched. Want me to schedule a callback?
10:21
Yes tomorrow 11 AM
10:22
Calendar invite sent. I'll prep a one-pager on her interest profile before the call.
10:23
Top 3 matches for you
Marigold HeightsAuto-sent
Hinjewadi2 BHK
78L
Skyline ResidencyFloor plan attached
Wakad2 BHK
86L
Type a message…
Dashboard & Reporting

Sales Assistant Productivity Hub

Sales Assistant Productivity Hub
Rep time returned
Live
Rep Requests Served
9,684
+39%
Admin Time Saved
3.1h/day
per rep
Brochures Sent
4,218
+26%
Proposal Drafts
1,136
+32%
CRM Tasks Logged
7,902
+44%
Deal Velocity
+22%
faster
Rep time returned
Admin load removed
3.1h
saved per rep daily
Most requested action
Send brochure
44%
Callback prep notes
812
+29%
Same-day proposals
76%
+18%
Operational Improvement

Before vs After

Before
  • Reps hunt through folders for brochures
  • CRM updates delayed until end of day
  • Proposal prep interrupts calls
  • Managers rely on rep memory
After
  • Assistant executes sales admin from chat
  • Every artifact sent with CRM context
  • Follow-up tasks and calendar events created
  • Rep productivity visible by task type
Business Impact

Measured outcomes

+45%
Sales Rep Productivity
3 hours
Daily Admin Time Saved
+22%
Deal Velocity
Same day
Proposal Turnaround
Technology Stack

Enterprise architecture

3-week build · production-grade infrastructure

Automation Layer
  • Make.com / n8n
Communication Layer
  • WhatsApp Business API
CRM Layer
  • HubSpot CRM
  • Airtable
Calendar & Booking
  • Calendly
Voice Layer
  • Twilio
Suitable Industries
Real Estate Sales Insurance Agencies B2B Sales Teams Education Counsellors Automotive Sales Channel Partners
Implementation Brief

Builder Sales Assistant rollout plan

Architecture, integration layers, operating rhythm and KPI governance for a 3-week production rollout.

Request implementation brief
System Walkthrough
5-step workflow · 6 KPI dashboard · chat interaction model
Project Note
"Your reps shouldn't be data-entry clerks. This assistant handles the busywork so they can actually sell."
Project Concept & Design
Anurag Dube
Developed Under
NeovraAI