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Project / Real estate · Lead qualification

Conversations that move
leads forward

A conversational property assistant that qualifies buyers, sellers, and investors, then sends structured lead details into a CRM.

URBANEDGE
⌂
A CONNECTED SYSTEM
FOR REAL-WORLD WORK
At a glance

UrbanEdge

A conversational property assistant that qualifies buyers, sellers, and investors, then sends structured lead details into a CRM.

The challenge

Real estate inquiries arrive with different goals and levels of detail. Teams need a useful first conversation and a clear handoff without losing important context.

The approach

A conversational assistant gathers the visitor’s intent, structures the lead information, and routes it into an Airtable CRM workflow.

How the flow works

From the first step
to what happens next.

01

Visitor starts a guided property conversation

↓
02

Assistant captures intent and key requirements

↓
03

Make routes a structured record into Airtable

✓
Tools in the system
VoiceflowMake.comAirtableNetlify

Tools are the building blocks. The workflow and its handoffs shape how they fit together.

Have a similar workflow?

Let’s sketch a better flow.

Talk it through ↗