Set Up Call Center and ISA Workflows in Your Real Estate CRM
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Set up call center and ISA workflows in your CRM in Dubai Marina

Connect calls, WhatsApp, and email to one real estate CRM so your sales team and ISAs never miss a lead or follow‑up.
Leads are costly, speed matters, and manual calls cause lost deals and confusion. A CRM-based call center gives clear ownership, faster replies, and trackable conversations.

Quick answer

Value

Centralize all calls in one CRM
Route inbound and outbound calls through one system, so agents, ISA, and managers see the same history and notes.
Faster lead response from any channel
Auto-assign new calls and WhatsApp leads to ISA, with simple scripts and reminders so no Dubai Marina lead is missed.
Track ISA and agent performance
Track call volume, talk time, and follow-ups in dashboards to adjust staffing and scripts based on real activity.

How it works

1
Connect telephony and call routing
Link your phone provider to the CRM, set call queues, and define routing rules for new leads, existing clients, and missed calls.
2
Create ISA workflows and scripts
Set up ISA roles, call scripts, and follow-up tasks. Use CRM fields and tags so ISAs log outcomes and update lead status in one place.
3
Automate follow-ups and reporting
Build automatic reminders, SMS/email follow-ups, and daily call lists. Track call volume, conversions, and response times in dashboards.

FAQ

How can RealEstate OS help organize our call center in Dubai?
It gives one place to store calls, leads, and follow-ups. You can route calls, log every conversation, and see what each agent or ISA is doing in real time.
Can incoming calls be routed to the right agent automatically?
Yes. You can set rules by language, area, property type, or lead source. For example, calls about Dubai Marina rentals can go to a specific team.
How do ISAs work inside the CRM?
ISAs get a task queue with new and old leads. The system shows who to call next, with scripts, notes, and reminders, all linked to the lead card.
Can we record calls and link them to leads and deals?
Yes. Call recordings and logs can be attached to the lead or contact. You can replay calls later for training or to check details of a deal.
How do we track ISA and call center performance?
You can see dashboards with example metrics like calls made, connection rate, booked viewings, and deals started, filtered by agent or team.
Can the system handle WhatsApp and email along with calls?
Yes. You can connect phone, email, and popular messengers. All messages and calls appear in one timeline for each lead or client.
Can we set follow-up rules for cold and warm leads?
Yes. You can create workflows. For example: new portal lead gets a call in a short time, then auto reminders for follow-up calls and messages.
How long does it take to set up a basic call center process?
Typically, a basic setup with call routing, lead forms, and simple ISA scripts can be done in a short period. More complex rules take longer.

Next step

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