AI automation / Real estate
Mona Realty CRM
Timex built a custom CRM for Mona Meenakshi, connecting real estate inquiries, property information, email review and appointments in one workspace. AI prepares useful context; the owner stays in control of client conversations.
Explore the projectAI preparation. Owner approval.
The brief
A buyer inquiry can lead to property research, an email reply, a showing and another follow-up. The system brings those steps together around the contact record, so the next action can be reviewed alongside the details that explain it.
The build separates preparation from decisions. Saved requirements and property records provide context, scheduled tasks make due work visible, and editable AI drafts support review before a substantive reply is sent.
Inside the project
Each workflow has a defined job and a visible point for review. The illustrations below explain the implemented process without displaying client records.
Buyer and seller inquiries stay connected to contact details, their source, property requirements, notes and a follow-up date.
Priority scores use information the contact provides. Mona reviews requirements before reaching out.
Connected Gmail and Microsoft 365 inboxes feed an email review workflow. AI summarizes messages and prepares drafts using the conversation and relevant saved property information.
Substantive replies need owner approval. A simple receipt acknowledgement is a separate, configurable step.
Saved follow-up dates become tasks. Consultations and showings can be scheduled in the CRM, with linked Outlook appointments and owner reminders when connected and enabled.
Conflicting calendar changes need review. Owner reminders and attendee invitations are separate actions.
The daily view brings together due follow-ups, appointments in the next 24 hours, replies awaiting review and connection status, with an exportable operations report.
The view reports saved CRM activity. Connection warnings stay visible so work needing a manual check can be identified.
The practical outcome
Inquiry source, requirements, saved notes, stage and next follow-up sit in the same record. Property suggestions use saved details and the buyer's stated requirements.
Connected Gmail and Microsoft 365 messages can be summarized and prepared for approval. The owner can edit the wording and check property facts before sending a substantive reply.
Due follow-ups, upcoming appointments, replies awaiting review and connection status appear in the daily view. CSV exports make saved operations and contact information available for further review.
This case study describes implemented workflows and their practical purpose. It does not report measured sales growth or time savings.
Built by Timex Solution Inc.
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