Real Estate Site Visit Booking Script
Qualify portal leads, book site visits, sync to CRM. 4 Indian languages. Free template for builders & brokers.
The system prompt
This is the exact prompt the agent runs on. Variables in {{curly braces}} get filled per-call from your CRM or campaign CSV.
Variables you supply
| Key | Label | Example |
|---|---|---|
| {{builder_name}} | Builder name | Godrej Properties |
| {{customer_name}} | Customer name | Amit Patel |
| {{project_name}} | Project name | Godrej Meridien |
| {{lead_source}} | Lead source | 99acres |
| {{budget_band}} | Budget range | 80L – 1.2Cr |
| {{visit_slot}} | Visit slot offered | Saturday 11 AM |
Sample call flow
Exactly what the agent says on a live call. Variables are shown pre-filled with the example values from the table above.
Pickup + reference lead
“नमस्ते Amit ji, मैं Godrej Properties से Sneha बोल रही हूँ। आपने 99acres पर Godrej Meridien के बारे में enquiry की थी, उसी के लिए call किया है।”
Qualification
“आप 2BHK देख रहे हैं या 3BHK? और आपका budget 80 लाख से 1.2 करोड़ में है या उससे अलग?”
Site visit offer
“Perfect! हम Saturday 11 AM को site visit arrange कर सकते हैं। हमारी team आपको pickup करेगी और project tour देगी। क्या यह time suitable है?”
Confirm + CRM sync
“Confirmed! Saturday 11 AM। आपको WhatsApp पर location और confirmation मिल जाएगा। धन्यवाद।”
Lead + visit slot written to Zoho / LeadSquared / Salesforce.
- Qualifies leads from 99acres, MagicBricks, Housing.com, Facebook Ads
- BANT qualification (Budget, Authority, Need, Timeline)
- Books calendar slots synced with sales team
- WhatsApp confirmation with Google Maps location
- CRM write (Zoho, LeadSquared, Salesforce, HubSpot)
- Quote final price (sent to sales team for final negotiation)
- Handle token / booking amount collection
- Push leads outside qualified budget band
Compliance enforced by default
Runs natively in 4 Indian languages
Clone Real Estate Site Visit Booking and deploy in 5 minutes
Flat ₹1.5/minute platform fee. Welcome credits, no card required.