Real estate
Qualify property interest without losing the human relationship.
Real estate agencies demo
Hear the conversation. Watch the customer record take shape.
Could I request a viewing of the two-bedroom apartment near the station?
- Phone
- —
- Contact permission
- Not yet confirmed
- Customer request
- Waiting for the conversation
- Viewing preference
- —
Created after the request is captured
To Contact & permission required
The update is prepared after the conversation.
Illustrative workflow
The answer is only the beginning.
The question, useful details, and next action stay together. Your team confirms the commitments.
Customer
Can I view this two-bedroom after 6 p.m. this week?
- AI phone
- Website chat
- Messaging
Property, rental & mobility
Qualify property interest without losing the human relationship.
A prospect asks after hours about a listing, viewing time, budget, and move date.
Saleringo
I can record your question and preferred contact details. The responsible team will review the request and confirm the next step; professional decisions remain with an authorized person.
Create a viewing request and connect it to the property record.
Never promises availability, suitability, terms, or applicant approval.
Viewing request
- Buyer or tenant
- Jamie Chen
- Property interest
- Two-bedroom apartment
- Budget and timing
- Move next month
- Viewing preference
- This week · after 18:00
Sample details for this example. No customer record is created.
Assigned team
Listing agent
Awaiting staff reviewAssign the request to the responsible agent with conversation context.
A prepared request is not a confirmed booking, price, or decision.
Assigned team
Listing agent
Assign the request to the responsible agent with conversation context.
After approval
Confirm a viewing or suggest another approved, relevant property.
A prepared request is not a confirmed booking, price, or decision.
- Capture property and timing
- Prepare a viewing request
- Assign the listing owner
Conversation and work details
Conversation history
- First question answered
The request and preferred contact were captured in one customer record.
First contact - Business details added
Create a viewing request and connect it to the property record.
Same journey - Follow-up preference confirmed
Confirm a viewing or suggest another approved, relevant property.
Latest update - Viewing request prepared
Assign the request to the responsible agent with conversation context.
Now
Next actions
- Create a viewing request and connect it to the property record.
Saleringo · Prepared now
- Assign the request to the responsible agent with conversation context.
Leasing adviser · Next review
- Confirm a viewing or suggest another approved, relevant property.
Saleringo · After approval
- Keep the result on the same customer history
Leasing adviser · At completion
Prepared in CRM
- Buyer or tenant
- Jamie ChenSource: Phone
- Property interest
- Two-bedroom apartmentSource: Phone
- Budget and timing
- Move next monthSource: Web chat
- Viewing preference
- This week · after 18:00Source: Web chat
- Business detail
- Budget confirmedSource: Messenger
- Contact preference
- Website chatSource: Messenger
Approval controls
- Approved answers
Answer only from business-approved information.
- Commitments
A person approves availability, price, or other commitments.
- Sensitive questions
Stop automation and send the full context to authorized staff.
- Customer access
Only assigned leasing adviser roles can open contact details.
Customer follow-up
We have your viewing request. Leasing adviser has the details and will confirm the next step in this conversation.
Sends only after leasing adviser confirms the next step.See the workflow for your team.
Use this example as a starting point, then confirm the real questions, fields, approvals, and connected systems for your business.