Automation for real estate agents & teams

Real estate lead follow-up automation that never lets a buyer go cold.

Real estate lead follow-up automation answers every portal, website and ad lead within minutes, routes it to the right agent, follows up after showings, and keeps long-term buyers and sellers warm until they are ready. It works with the CRM your team already uses, so agents spend time on conversations, not reminders.

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Updated October 4, 2026 · Written by Steve, founder of PURIST · Prices below are our real prices

Why agents lose leads they paid for

Portal and ad leads arrive at all hours, and buyers often inquire on several listings or with several agents. The agent who answers first, with a real answer about the property, usually gets the showing.

Most real estate leads are not ready to buy this month. Many are browsing, waiting on a lease to end or a house to sell. The value is in consistent, relevant follow-up over months, and that is exactly what busy agents cannot sustain by hand while also showing homes and negotiating offers.

Teams add another layer: leads must be routed fairly and quickly, and the team lead needs to know when a lead has not been contacted.

Real estate workflows we automate

Instant reply to portal and ad leads

Zillow, Realtor.com, Homes.com, website and Facebook leads get a personal text and email about the listing they asked about, within minutes.

Routing and escalation

Round-robin, by area or by price range, with escalation to the team lead if a lead is not contacted within your time limit.

Showing follow-up

After a showing, buyers get a follow-up asking for feedback and next steps; agents get the answer logged in the CRM.

Long-term nurture

Buyers and sellers who are not ready get spaced, relevant check-ins (new listings in their criteria, market updates) until they re-engage.

Seller lead handling

Home-value requests get a prompt reply and a booking link for a listing consultation.

Past client and sphere touches

Closing anniversaries, review requests and referral asks, sent on schedule.

How we set it up for an agent or team

Audit your lead flow

Every source, how leads are assigned today, and how long each waits for a first reply.

Write the playbook

Your first-reply templates, routing rules, escalation limits and nurture tracks, in your voice.

Connect and test

CRM, portals, calendars and texting connected; test leads run through every path before launch.

Review and tune

Response time, contact rate and appointments per source, reviewed with you after the first weeks.

What it costs

The same plans and prices as our pricing page. Pay monthly, with maintenance, monitoring and updates included, or choose a one-time deployment. Every plan has a 30-day money-back guarantee, and the first step, the audit, is free.

START HERE

YOUR FIRST AUTOMATIONS

Starter

3 production-ready workflows on your biggest time sink. Scoped on a 15-minute call, live in 7 days.

€390 /month

Or €790 one-time deployment

€130

per workflow

7 days

to go live

3 workflows

1 integration

48h SLA

Best for: A first win on one bottleneck

✓ 3 production-ready workflows on your biggest time sink
✓ Connected to the tools you already use
✓ 24/7 monitoring and fixes included
✓ Move up to Automation Pro anytime
✓ 30-day money-back guarantee

Get started → Or book a free 15-minute call

Automation Pro

12 production-ready workflows in a single deployment. Built with certified automation engineers.

€890 /month

Or €1,450 one-time deployment

€74

per workflow

5–7 days

to go live

12 workflows

2 integrations

24h SLA

Best for: Running the whole back office on autopilot

✓ Replaces 12 manual processes and disconnected tools
✓ Designed to target ~95% less manual data entry, ~85% faster response time, ~80% fewer errors
✓ n8n, Make & Zapier certified
✓ 30-day money-back guarantee

Get started → Or book a free 15-minute call

NEXT-LEVEL AI

INTELLIGENT AUTOMATION

AI Agent Deploy

Custom AI agents. One deployment. Handles every repetitive task your team wastes hours on.

€1,090 /month

Or €1,990 one-time deployment

€218

per AI agent

7–10 days

to go live

5 AI agents

2 integrations

24h SLA

Best for: Replies, qualification and support handled by AI

✓ Handles every repetitive task your team does manually
✓ AI-powered lead qualification, support and scheduling
✓ Integrates with your existing CRM, email and tools
✓ 30-day money-back guarantee

Get started → Or book a free 15-minute call

BEST VALUE · COMPLETE SYSTEM

AUTOMATION + AI AGENTS

The Full Stack

Automation workflows plus AI agents. One complete system designed for today's operations and tomorrow's scale.

€1,650 /month

Or €2,750 one-time deployment

€97

per workflow or agent

7–10 days

to go live

12+ workflows

5+ AI agents

Unlimited

12h SLA

Best for: Workflows and AI agents as one system

✓ The complete system automation today, AI agents tomorrow
✓ 30-day money-back guarantee
✓ Includes $300 of PURIST Studio credit for AI ads, video & UGC
✓ n8n, Make & Zapier certified workflows
✓ Replaces over €4,400 a year of disconnected SaaS tools

Get started → Or book a free 15-minute call

Options agents and teams use

Option	Where it works	What to watch
CRM action plans / smart plans	Drip texts and emails inside Follow Up Boss, kvCORE or Lofty.	Generic templates, and they do not answer the buyer's actual question; setup and upkeep fall on the team.
Inside sales agent (ISA)	Human calls and qualification.	Salary or per-lead cost; after-hours and weekends remain gaps.
AI texting add-ons	Conversational replies inside some CRMs.	Per-seat or per-lead pricing; limited control over routing and hand-off.
Custom automation (PURIST)	Specific replies, routing, escalation, showing follow-up and nurture on your CRM.	Best for agents or teams with steady lead flow.

Works with real estate CRMs

We connect to your CRM and lead sources through their APIs, email parsing or native integrations.

n8nClaudeFollow Up BosskvCORELoftySierra InteractiveBoomTownCINCReal GeeksZillowRealtor.comHomes.comFacebook Lead AdsTwilioGoogle Calendar

A good fit if…

✓You receive portal, website or ad leads every week.
✓Leads wait hours for a first reply, especially evenings and weekends.
✓Your database has hundreds of leads nobody follows up.

Not the right fit if…

✕You work almost only by referral with a small, well-served sphere.

Questions people ask

How fast should agents respond to real estate leads?

As fast as possible, ideally within minutes. Buyers often contact several agents; the first useful response tends to win the conversation.

Does it work with Follow Up Boss?

Yes. Follow Up Boss has an open API; we read new leads, send replies, update stages and log activity so your reporting stays complete. kvCORE, Lofty and others work similarly.

Will automated texts sound robotic?

They should not. Replies reference the listing and what the buyer wrote, follow your tone, and hand off to an agent as soon as the buyer engages.

What about texting consent?

Portal and ad lead forms typically include consent language; we honour opt-outs automatically and only text leads whose source allows it.

What does it cost?

From €390 per month with maintenance, monitoring and updates included, or €790 as a one-time deployment, with a 30-day money-back guarantee.

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Start with a free audit

Tell us how leads and work flow through your business today. We come back with the 3 automations worth building first, what each would cost, and what it would save. No commitment.

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