Lead response time
Luci Call Assistant helps make sure incoming calls from listing inquiries are answered promptly.
Industries
Industries / Real Estate
Portfolio and Client Tracking Solutions for Real Estate Companies
Follow up on every lead from listing portals before it goes cold.
Real estate offices and project sales teams generate leads from listing portals, calls and referrals, but too many of them go unanswered or untracked. Lucerna brings lead tracking, portfolio matching and call handling into one system built around Luci CRM.
Where real estate leads go cold
Real estate offices tend to lose deals in the same predictable ways.
- Leads from listing portals are not followed up systematically and go cold within days.
- Agent performance is not measured, so it's unclear who is converting leads and who isn't.
- Calls returned late lose the lead to a faster-responding competitor.
- Portfolio matching against client requirements is done manually and inconsistently.
- Management has no visibility into which listings or channels generate the most interest.
How Lucerna addresses it
Luci CRM tracks every lead from first contact to closing, with call handling support and reporting on agent and channel performance.
- A single lead record capturing source, requirements and follow-up status
- Automated call handling to reduce late or missed responses
- Portfolio matching tracked against client requirements
- Agent-level performance reporting through Luci Report
- Custom fields and workflows for office-specific processes where needed
How real estate companies use this in practice
Portfolio matching
Client requirements are recorded against the lead so matching listings can be identified as new inventory comes in.
Agent performance visibility
Management can see which agents are converting leads and where follow-up is falling through.
Multi-office reporting
Offices with multiple branches or project sales teams can compare performance across locations.
Setup and adaptation
- 1
Mapping the current lead flow
We review how leads arrive today and where follow-up currently breaks down.
- 2
Migrating existing contacts
Existing client and lead lists are consolidated into Luci CRM.
- 3
Configuring call handling
Luci Call Assistant is set up to route and log incoming inquiry calls.
- 4
Go-live and agent training
Agents are trained on lead tracking and follow-up workflows, with adjustments from real usage.
Related products and services
Real estate companies typically start with these:
Frequently asked questions
- Can leads from listing portals be imported automatically?
- If the portal offers an API or data export, an integration can be built to bring leads directly into the CRM.
- Can we measure individual agent performance?
- Yes, Luci Report can break down lead volume, response time and conversion by agent.
- Is this suitable for project sales teams as well as agencies?
- Yes, both listing-based agencies and project sales teams use the same underlying lead and follow-up tracking.
- Can we migrate our existing client list?
- Yes, existing spreadsheets or contact lists are mapped and imported, with duplicates cleaned beforehand.
- How long does setup take?
- For a single office with existing data, setup is typically a short process; multi-office rollouts take longer.
Stop losing leads to slow follow-up
Request a demo to see lead tracking and call handling built for real estate teams.