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UCaaS for real estate
Every property enquiry deserves a next step.
Connect developers, property brokers, landlords and tenants in one communications platform. Keep requirements, viewings and follow-up clear, from the first enquiry to the next decision.
Viewing coordination
Prospective tenant · Omar Nasser
Rental requirement
Apartment · Riyadh · A-12
Next action
Confirm the viewing time
Property broker · Reem
One sector. Different people to follow through for.
A buyer asking about a unit, a landlord awaiting an update, or a tenant requesting help: keep the context that fits each property relationship.
Property developers
Organise interest in a project, clarify unit requirements and coordinate the sales-office visit.
Property brokers
Keep the buyer’s or prospective tenant’s requirements with the property broker handling the enquiry.
Property owners and landlords
Connect property-owner updates, landlord communication and tenant service requests to the responsible team.
Ask the right details. Keep them with the enquiry.
Capture location, property type, purchase or rental interest, stated budget and the project reference in custom fields. Link the person to the relevant account when a company or owner relationship needs it.
Previous calls, messages and shared files help the consultant understand what has already been discussed. Quick replies give the team approved wording for location, viewing arrangements and required documents.
UCaaS / Enquiry brief
Omar Nasser
Purpose
Looking to rent
Area
Riyadh · North
Property type
Apartment · 3 bedrooms
Stated budget
To be confirmed with Omar
Reference
Project / A-12
Source
Website enquiry
Last discussion
Prefers an evening viewing. Ask about the move-in date before arranging the visit.
A stage the consultant can act on.
Use configured stages on contact records to distinguish a new enquiry, a clarified requirement, an agreed viewing and a decision follow-up. Keep the owner and next action visible as the conversation progresses.
01
New enquiry
02
Requirement clarified
03
Viewing agreed
04
Decision follow-up
Omar / A-12
Assigned to Reem · Property consultant
The next conversation
Confirm the meeting point and the property details before the visit.
The property stays in context as the channel changes.
Bring the channels used by prospective buyers, tenants and owners into the shared inbox, so the team can continue the discussion with its messages, files and responsibility.
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Calls & voice
Clarify the requirement with a consultant.
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Share the brochure and agree the viewing.
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SMS
A brief appointment notice from your sender.
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Send a detailed response and attachments.
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Live chat
Help a visitor browsing your projects.
Follow interest in a property post.
Messenger
Handle enquiries to your business page.
Use approved WhatsApp templates when required and configured sending for appointment notices. Saudi phone service and WhatsApp calling have separate availability and activation requirements.
A viewing that both sides are ready for.
Record the viewing time, location, consultant and linked contact in the calendar. Update the appointment when plans change, and keep the follow-up after the visit tied to the same enquiry.
Connect Google Calendar or Outlook through the supported setup. A reminder through WhatsApp, email or SMS needs an enabled sending route, the required permissions and the appropriate channel template.
THURSDAY
17:30
Property viewing
Omar Nasser / A-12
Meeting point
Project sales office
Consultant
Reem
Status
Confirmed
After the visit
Record the feedback and agree the next follow-up.
The right project team, from the first handoff.
Configure assignment around the project, area or enquiry type using the available rules and fields. Shared notes and mentions help the property broker consult the project specialist without asking the buyer or tenant to repeat the brief.
Incoming enquiry
Project
North Riyadh
Purpose
Leasing
Project + enquiry type
Leasing consultants
Conversation owner assigned
Next: clarify the move-in date
At the property
Consultants can use the mobile app for supported calls, conversations, contact details and tickets while away from the sales office.
With the project team
Use internal calls to clarify a detail with a colleague, then record the agreed update in the enquiry.
Keep the decision conversation moving.
Return to the buyer or prospective tenant with the requested brochure, available documents and a clear next contact. Conversation history, notes and supported reminders help the property broker follow through after the viewing.
Record the stated outcome in the contact record or connected property CRM. Reservation approval, availability confirmation, quotations and contractual commitments stay with your authorised property team and business system.
After the viewing
“We would like to review the layout and next steps.”
Project brochure / Layout
Shared in the conversation
Consultant follow-up
Discuss the requested details and agree a response date.
After a sale or lease, service still needs an owner.
Turn maintenance enquiries, handover coordination, complaints and owner-statement questions into service tickets. Link the property reference, attachments, priority and responsible team, with response and resolution targets through activated SLA policies.
Tenant and property-owner services
Request · property · owner
S-412
Maintenance enquiry
Unit B-08
In progress
S-417
Handover appointment
Unit C-03
Awaiting confirmation
S-421
Owner statement enquiry
Building D
Assigned
For payment or overdue-balance enquiries, keep the amount and payment status sourced from the authorised financial system. UCaaS coordinates the communication and follow-up; your finance team handles settlement and reconciliation.
A project launch with a team ready for interest.
Segment outreach using the supported contact fields and filters: project interest, area or stated enquiry type. Prepare WhatsApp and SMS campaigns for appropriate audiences, and choose a send window when consultants can handle replies.
Respect contact permission and opt-out requests. Use approved WhatsApp templates where required. Voice outreach needs the activated dialer, agreed call route and sufficient concurrent-call capacity.
Audience
Buyers and prospective tenants who opted in
Purpose
Invitation to the sales office
Response owner
Project sales team
Project knowledge that helps the conversation begin.
Give AI agents approved project brochures, locations, viewing instructions and answers to recurring questions in Arabic and English. Define the details to collect and the point at which a property consultant takes over.
Prospective buyer
“Where is the sales office, and can I arrange a viewing?”
Approved knowledge
Explain the office location and collect a preferred time for the consultant to confirm.
Consultant decision
Confirm current availability, final terms and the agreed appointment.
Agent Assist helps consultants draft replies with approved property information, while the responsible consultant reviews the response.
Connect the records your property team already works with.
Connect customer and service references with your property CRM for coordinated communication follow-up.
Property relationship records
Match the person and reference, then map the agreed fields between the systems.
A business event
A supported status update or Webhook can start a configured assignment, notification or message to the relevant property owner, buyer or tenant.
Follow-up visibility
Keep the property team informed through configured notifications and the linked follow-up record.
Property listings, inventory, contracting, payments and accounting remain in the systems responsible for them. We confirm connector availability and the exact supported data flow before activation.
A sales office that stays reachable when enquiries rise.
Connect eligible Saudi business numbers to IVR, queues and the relevant project or service team. Set working hours and the after-hours route, then plan simultaneous-call capacity for launches and busy viewing days.
Review missed calls and recordings to complete callbacks and support consultant communication.
011 / 9200 / 800
Saudi business voice service
Project enquiries
Viewings & leasing
Tenant and property-owner services
Know which enquiry needs attention today.
Review communication activity, unresolved conversations, broker ownership and service commitments by the available report filters. Compare equivalent periods when assessing a developer’s launch-day coverage or demand for tenant services.
Reachability
Call outcomes and missed calls show where the team needs to return to an enquiry.
Follow-through
Review open conversations, service-ticket progress and available SLA breach indicators.
Outreach response
Read delivered, read and failed states where each channel supplies them.
Tenant and property-owner feedback
Use available satisfaction responses and recording review to improve the next enquiry or service interaction.
A delivered invitation is not a completed lease. Viewing-to-sale outcomes need the corresponding appointment and transaction data, mapped and reported through a defined setup.
Project access, with a clear responsibility.
Configure property-broker, property-manager and tenant-service roles with supported access rules. Saudi-hosted infrastructure supports the operation; review external-provider permissions and data flows for each connection.
Before your next project enquiry.
Can UCaaS manage a property enquiry from different channels?
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Yes. Connected channels feed a shared working context for conversations, contacts and service tickets. Assignment, labels, fields and previous interactions help the consultant continue the relevant enquiry.
How do we organise property enquiries?
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Organise property enquiries, customer stages and service follow-up with clear responsibility.
Can viewing reminders be sent automatically?
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Record the appointment in the calendar first. Automated reminders require the supported event and enabled sending workflow, including channel permission, template requirements and the linked contact data.
Can AI confirm a price or reserve a unit?
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Approved project information supports general answers. Live pricing, availability and reservation actions require authorised data and supported integration actions. Your authorised property team confirms offers and commitments.
Can developer sales and tenant services have different access?
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Organise teams, roles and channel access around landlords, tenants and consultant responsibilities.
Where should we start?
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Choose one project enquiry or resident-service path. Define the channels, contact fields, responsible consultants, viewing steps and connected systems, then activate the relevant users and services.
Start with a project. Build a clearer conversation around it.
Tell us how enquiries arrive, who coordinates viewings and where property records live. We will define a UCaaS setup around your developers, property brokers, property owners, landlords and tenants.