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Real Estate Automation (5 Useful Tools)

December 7, 2022
7 minutes

Real estate automation has come a long way in recent years. 

There are now a number of different software platforms and tools available that can make the process of buying, selling, or managing property easier and more efficient.

What is real estate automation?

Real estate automation generally refers to the use of technology to streamline various tasks and processes related to buying, selling, or managing property. 

This can include anything from using software to track and manage listings and clients, to using online platforms to market properties or connect with potential buyers and sellers.

Why does real estate automation matter?

Real estate automation is all about ironing out inefficiencies across your workflows and making your job easier. By automating tasks that are repetitive and time-consuming, you can free up your time to focus on more important things, like developing relationships with clients or working on business development. In other words, pour your energy into high-value tasks. 

Real Estate Automation (3 Potential Use Cases)

Automated follow-ups after open house events

Software that automatically sends follow-up emails or texts to leads generated from open houses can help you stay top of mind and nurture your relationships with potential clients. 

This type of automation can also help you gather feedback about the event itself, which can be utilized to make future open houses even more successful.

Lead generation with website forms linked to your CRM

If you have a website for your real estate business, you can use it to generate leads by adding forms that capture contact information. 

You can link these forms to your CRM system - so that new leads are automatically entered into your database. This automation can help you save time and ensure that no leads slip through the cracks.

SMS and email reminders to reduce missed viewings

If you're responsible for scheduling property viewings, you know it's tough keeping track of everything. 

Sending reminders via SMS or email can help reduce the number of missed viewings, and make it easier for you to stay organized. Plus, your clients will appreciate the subtle nudge. 

Real Estate Automation (5 Useful Tools)

Lead Assign

Lead Assign supports real estate teams with lead management. It includes features such as AI-matching lead distribution, real-time insights, and accounts management. The solution is well-equipped to simplify complex lead flows and bring clarity to lead management. If you want to increase the conversion rate, streamlined lead flows can make this possible.


Spacio intuitively generates leads for real estate businesses by automating open houses. If you want to achieve a paperless open house experience, come with all the necessary features to make this possible. From integration with CRMs to automated follow-ups, Spacio is one of the most powerful automation platforms on the market for real estate businesses.


Contactually is an intelligent CRM solution for real estate teams looking to increase operational efficiency and drive more sales. From scheduling email campaigns to generating precise performance reports with artificial intelligence, Contactually delivers the features you need to maintain strong customer relationships and drive your real estate business forward.

Wise Agent

Wise Agent is an all-in-one solution for real estate professionals who want to streamline their workflows and grow their businesses. Whether you want to launch drip email campaigns or send text messages with their bulk SMS service, Wise Agent encompasses all the features you need to nurture your leads and close more deals faster.


QuickBooks is essential for real estate professionals who want to manage their finances with ease. The software makes it simple to track expenses, invoices, and receipts. QuickBooks is also great for running financial reports that offer insights into your business's health. By automating your financial tasks with QuickBooks, you can focus on customer-facing activities.

Closing Thoughts

When it comes to real estate automation, we are only just scratching the surface. As more real estate professionals embrace automation, we can expect to see even more innovative and game-changing solutions enter the market. If you're not already using automation in your real estate business, now is the time to consider how it can accelerate and enhance your workflows.

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