Flagship service
Real Estate Lead Management
A structured process for property enquiries, from capture and CRM entry to follow-up, assignment and status tracking.
The problem
Common challenges in property enquiry handling
These are patterns we often see in property businesses. They are not universal, and every team is different.
- 01Enquiries spread across different channels.
- 02Slow or inconsistent responses.
- 03Manual data entry.
- 04Leads without a clear next action.
- 05Follow-ups that depend on individual team members.
- 06Limited visibility over the enquiry pipeline.
Our solution
The Real Estate Lead Management System
Our flagship service brings every property enquiry into one structured process: captured, recorded, answered, assigned and tracked. Your team keeps control of what is sent and who follows up, while repetitive steps run in the background.
- One place for enquiries from your website forms and other supported channels.
- Clear next actions, so no lead is left without an owner.
- Messages based on templates you approve, with human review where you want it.
- A simple view of lead status and outstanding follow-ups.
How it works
From enquiry to tracked follow-up, in seven steps
This is the workflow we scope with each client. Not every step applies to every project.
- 01
Capture
Receive enquiries from website forms and other supported channels.
Proposed integration - 02
Organise
Record and structure each enquiry in a CRM or lead database.
Shown in the demo - 03
Qualify
Collect relevant details such as property interest, location, budget and preferred timing, where appropriate.
Shown in the demo - 04
Respond
Send an acknowledgement or follow-up using an approved template or a configured AI workflow.
Needs configuration or approval - 05
Assign
Route the lead to the relevant agent or team member.
Shown in the demo - 06
Schedule
Offer a booking link or connect to a calendar once the integration is configured.
Needs configuration or approval - 07
Track
Monitor lead status, outstanding follow-ups and workflow activity.
Shown in the demo
What each label means
- Shown in the demo
- You can try this step in the simulation on this page. It is not a live client system.
- Proposed integration
- Available through an integration that we would scope and set up for your tools.
- Needs configuration or approval
- Depends on your configuration, third-party subscriptions or your approval.
Interactive demo
Try a fictional property enquiry
Enter an example enquiry and watch it become a structured lead with a status, an owner and a next action.
Interactive demonstration using simulated data. This demo does not connect to a live CRM or send messages.Please use sample data only. Nothing you type here leaves your browser.
1. Example enquiry
2. Simulated lead dashboard
Services
What we design and set up
Scoped to your needs
CRM & Pipeline Automation
Consistent contact records, pipeline stages, reminders and updates in the CRM you already use or choose.
Scoped to your needs
Automated Follow-Up Workflows
Acknowledgements, reminders and follow-ups based on approved templates and clear rules.
Scoped to your needs
Lead Qualification & Routing
Collect the right details and route each enquiry to the right agent or team.
Scoped to your needs
Workflow Integration & AI Assistants
Connect your existing tools and add practical AI assistants, with human review where it matters.
Scoped to your needs
Ongoing Automation Support
Monitoring, adjustments and improvements once your workflows are live.
Scope, software costs and timelines depend on your requirements and existing tools. Other industries such as hospitality and wellness may follow later, but our focus today is real estate.
What's Included
Deliverables we can scope for your project
These are configurable services. They are scoped for each client and are not automatically part of every project.
- Workflow and lead-management audit
- Automation strategy and workflow mapping
- Lead capture and CRM integration
- Follow-up automation
- Lead routing and notifications
- Calendar integration, where supported
- Testing, documentation and handover
- Optional ongoing monitoring and optimisation
Who we work with
Built for property businesses
Our initial focus is on teams that handle inbound property enquiries and sales leads, in Switzerland (especially Ticino and Lugano) and in Italy, with international English-speaking clients as a secondary market.
- Real estate agencies
- Property management companies
- Holiday rental managers
- Real estate professionals
Implementation process
Four stages, tailored to the scope
We do not promise a fixed timeline before we understand your scope and your systems.
- 1
Discovery
We understand your current process, channels and tools.
- 2
Design
We map the workflow and define the requirements.
- 3
Implementation
We configure and integrate the agreed tools.
- 4
Testing & Optimisation
We verify the workflow, document it and improve it.
About
About Eterna Luxr AI
Eterna Luxr AI is a specialist automation partner focused on practical business workflows for real estate and property management. We work with a small number of clients at a time, so each project receives proper attention.
Tailored approach
No generic packages. Each workflow starts from how your business actually works.
Clear communication
Plain language, a defined scope and no surprises.
Responsible implementation
Human review where it matters, and careful handling of personal data.
Measurable objectives
We agree what should improve, such as response consistency or visibility, and check it together.
FAQ
Frequently asked questions
What is real estate lead management automation?
It is the use of software workflows to capture property enquiries, record them in a CRM, send timely follow-ups, assign them to the right person and track their status, so that fewer enquiries depend on manual steps.
Does this work with my existing CRM?
Often, but it depends on the CRM and on what it allows. We check your current tools in the discovery stage and tell you what is feasible before any work begins.
Can you integrate my website enquiry forms?
In most cases, yes. Compatibility depends on how your website and forms are built, and may need a third-party connector or subscription.
Can AI respond to property enquiries?
It can help draft or send replies based on approved templates and the information you provide. Whether and how AI is used is agreed with you, and it is not always the right tool.
Can I approve messages before they are sent?
Yes. Approval steps can be built into the workflow, for example by asking an agent to approve a message before it goes out.
How long does implementation take?
It depends on the scope, the number of tools and how quickly approvals are given. We give an estimate after the discovery stage, not before.
Do I need to change my existing software?
Not necessarily. We aim to work with the tools you already use. If something is a poor fit, we will say so and discuss options.
How much does an automation project cost?
Costs depend on the scope, the integrations required and the software subscriptions involved. We provide a written proposal after an initial conversation.
How is personal data handled?
Enquiry data belongs to you and your clients. We agree in writing what data is processed, where and by which tools, and we recommend that you take legal advice on data protection for your own business. For this website, see our Privacy Policy.
Do you offer ongoing support?
Yes, as an optional service. It can include monitoring, adjustments and improvements after the workflows go live.
Make Every Property Enquiry Easier to Manage.
Let's identify where automation could improve your current lead-management process.
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