Case Study: a mid-sized real estate brokerage achieves self-updating CRM visibility with Deligence Technologies' REstate AI

mid-sized real estate brokerage saves 1–2 hours per agent per day with Deligence Technologies

Deligence Technologies worked with a mid-sized real estate brokerage that was struggling with low CRM adoption. Their agents avoided manually updating their Follow Up Boss system, which led to missed follow-ups, lost revenue, and a complete lack of reliable visibility for the broker into the team's pipeline and activities.

The solution implemented by Deligence Technologies was REstate AI, an automation agent that connects to the CRM. It listens to agents' SMS and voice memos, automatically interpreting the content to create and update contacts, tasks, and appointments. This resulted in agents saving 1-2 hours per day, achieving 100% CRM visibility across all interactions, and achieving higher lead conversion rates for the brokerage.