Industries · Real estate
Lead capture for real estate sales teams
Property is sold at viewings, in client meetings and at property shows, to people who rarely carry a business card and can decide within days. SEL XP gives every enquiry an agent, a message the same hour and a next step, and shows each branch manager their own team.
On customer sites
- Who your team visits
- End buyers and their families, private and corporate investors, and other brokers bringing a client.
- What a visit is for
- A viewing, the payment plan and floor plans on their phone, a second visit with the family, and a reservation.
- How the week runs
- Viewings and client meetings through the day and the evening, most of them arranged by WhatsApp.
At exhibitions
- Who comes to the stand
- End buyers and private investors, many of them walk-ins and families, along with brokers. Far more public than other trade shows.
- What they ask for
- Unit availability, the price list and payment plan, offers for the show only, floor plans, and a visit to the site or the show flat.
- How long a deal takes
- Very short. Reservations happen on the stand or within days to weeks, and a lead goes cold fast.
The problem
What goes wrong between the meeting and the sale
- 01
Interest lasts days, not months
A buyer who is not called by the end of the show has usually reserved with the stand opposite.
- 02
Two agents, one buyer
The same family speaks to two agents on different days. Both claim the lead, and the buyer gets two calls.
- 03
Buyers do not carry business cards
Most visitors are private individuals. There is nothing to scan, and a paper form on a clipboard is typed up next week.
- 04
The conversation is on WhatsApp
Buyers expect the brochure and the payment plan on their phone at once, not an email they will not open.
How SEL XP fits
Built for the way real estate teams sell
Share-back instead of a clipboard
The buyer scans the agent's QR and types their own details. They arrive as a lead for that agent, with the consent the buyer gave.
Brochure by WhatsApp in one tap
WhatsApp opens with your approved message and a link to the buyer's own page of brochures and floor plans.
Ownership settled at capture
If a colleague has already met this buyer, the app says who and when, and the second agent adds today's visit to the first agent's lead.
No buyer left uncalled
A lead with no call or message after a day goes on the agent's reminder. A hot one still untouched goes to the sales manager.
Walk-ins shared out fairly
Leads that need an owner are split across the team, each going to whoever has the fewest open.
Every agent, every day
Leads, hot leads, follow-ups done on time and time to first contact, by project, branch, team and agent.
The brochure, while they are still at the viewing
WhatsApp opens with your message and a link to the buyer's own page of brochures and floor plans. You see when they first open it.
See the whole productAt an exhibition, start to finish
What your team does, and when
- Before
Give every agent a card with the project's brochures attached. Write the WhatsApp message once, in English and Arabic.
- On the stand
Buyers scan the QR and share their details. The agent taps unit type, budget and timing, and sends the brochure by WhatsApp.
- Each evening
The sales director checks hot leads with no follow-up and nudges the agents.
- The week after
Site visits are tasks with dates. A manager can hand an absent agent's leads to a colleague in a few taps.
Case studies
Real estate: two teams, worked through
One team that sells on customer sites and one on an exhibition stand.
ScenarioIn the field
A brokerage's agents at viewings across three branches
Agents from three branches meet the same buyers at viewings. Commission follows whoever met the buyer first, and nobody could say who that was.
- Team
- 18 agents, 3 branch managers, 1 owner
- Field
- Viewings and client meetings in Dubai, Abu Dhabi and Sharjah
- CRM
- Zoho CRM (leads exported until the connector is ready)
ScenarioAt an exhibition
A developer's sales team at a four-day property show
Families walk in without business cards and can reserve within days. The developer needed every one of them to have an agent and a message the same day.
- Team
- 14 sales agents in two teams, 1 sales director
- Show
- A four-day real estate exhibition in Riyadh
- CRM
- Zoho CRM (leads exported until the connector is ready)
The calendar
Upcoming real estate exhibitions in the Gulf
Dates checked against the organiser's or the venue's own site. Open a show for its venue, organiser and official link.
Questions
Real estate: what teams ask
SEL XP does not hold your unit inventory or take reservations. Those stay in your sales system or CRM, where the lead arrives with its history.
Does it work for viewings and client meetings?
Yes. At a viewing the agent shows their QR code, the client scans it and shares their details, and they arrive as a lead. The agent chooses Client meeting or Site visit as how they met, sends the brochure by WhatsApp and sets the next step with a date.
How do developers capture walk-in buyers at a property show?
Most walk-ins have no business card, so let them enter their own details. With SEL XP the buyer scans the agent's QR code, saves the agent's contact, sees the brochures and shares their name and number back. That arrives as a lead for the agent, with the buyer's consent recorded.
How do we stop two agents chasing the same buyer?
The app checks every new lead against the whole company by phone, email and name. If a colleague has already met the buyer, the agent sees who and when, and adds the new visit to the existing lead instead of creating a second one.
Can agents follow up on WhatsApp?
Yes. One tap opens WhatsApp with the approved message and a link to the buyer's own page of brochures. The agent presses send, and the message is logged on the lead.
See it with your team
Leave every meeting with a next step.
Tell us how your team sells: on customer sites, on the road or at exhibitions. We will show you the app with your products, your team structure and your CRM in mind.
- What happens next
- Day 0You send the form. We reply within one working day.
- 30 minA call on your screen: capture, follow-up, CRM and what your managers see.
- Set-upWe build your workspace with you: companies, teams, products, wording.