Text Concierge — Qualify leads automatically.

Business Chat Automation, Real Estate, Event Manager, Task Manager

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The challenge

Text Concierge is a mobile product by BoldLeads. The team from BoldLeads approached me to create a product for real estate professionals to quickly and automatically qualify leads.

Text Concierge — Qualify leads automatically.

Customer Groups

Text Concierge is people-powered, which means that agents are sourcing leads and feeding them to the system. After they add potential leads to the system, they appear on the users’ radar, based on their location and lead preferences.

After agents pick their leads and start conversing with them, they move into conversations. So, we have two groups of customers: Leads and Conversations.

Leads are lists of users and cannot be interacted with, while conversations are groups of active users that can be interacted with and expanded. Namely, agents or customers can add additional people to the discussion. That’s especially helpful when families need to make decisions together, or agents need to delegate tasks to other teammates.

Inside conversations, agents can share images or videos and record voice messages.

Agents can add events directly from a conversation to easily book an open house or other showing events.

An integrated gallery helps agents quickly find recent images or snap new ones.

The masonry grid gallery helps highlight most used photos for faster selection.