How to Do a Follow-Up Call: A Practical Guide
How to do a follow-up call that gets an answer: prepare the context, open with the reason, agree on a next step and log the result in the CRM.
A buyer lead goes cold in minutes. The AI agent calls it right away, asks about budget, financing and timeline, books the showing and writes the deal to your CRM. Questions about price or the contract go to an agent on your team with the full history.
Hi, this is the assistant at Parkside Realty. You asked about two-bedroom condos at Riverside Lofts. What budget are you working with, and are you pre-approved?
Up to $450K. We're pre-approved with 20% down.
Three units fit. Would Thursday at 6:30 PM or Saturday at noon work for a showing?
Thursday works.
CRM record
Connects to the phone system and CRM you already use
Calls the same minute, while the buyer is still browsing.
Budget, financing, down payment, area and timeline land on the deal record.
Offers two times, texts a confirmation and a reminder an hour before.
Calls past seller inquiries in your CRM to check whether the property is still for sale.
Answers repair, rent and lease questions for property managers, day and night.
The AI agent takes the front line: website and portal leads, inbound calls, callbacks to people who did not pick up. The agent on your team gets a client who already has a showing booked, with budget and questions on the record.
Most AI tools for real estate agents write listing copy. AXIS does the phone work: it calls, texts and books, and hands over a buyer who is ready to talk.
A new launch brings a spike of calls the sales team cannot handle. The agent runs up to 20 calls at once, answers project questions from the knowledge base and books visits to the sales center.
Tenants call about repairs, rent and lease terms at any hour. The agent answers from your policies, logs a maintenance request with the unit and the issue, and passes urgent cases to the manager on call.
Prospective tenants get open showing times and a text confirmation, and the inquiry lands in your CRM.
AXIS does not replace your CRM: the agent writes to the one your team already uses. Kommo and Bitrix24 are ready integrations, and the agent also connects to Salesforce, HubSpot, GoHighLevel, Zoho or Pipedrive. Deal, contact, stage, tags and a call summary appear during the call.
The agent calls people who sent an inquiry or are already in your CRM. Under the Telephone Consumer Protection Act (TCPA), calls that use an artificial or prerecorded voice need the prior express consent of the person called. In February 2024 the FCC confirmed that AI-generated voices fall under that rule. This is a summary of the rule, not legal advice.
Setup is a one-time fee. Voice conversations are billed by the minute. The exact quote comes after a review of your process.
No. AI takes lead calls, qualification and showing scheduling, while the showing, the negotiation and the deal stay with the agent.
The one that does the work your team falls behind on. For most teams that is calling new leads fast and booking showings. AXIS handles calls and texts and writes the result to your CRM; listing descriptions and ad copy are outside its job.
Yes. AXIS answers inbound calls and calls your leads from your own number on your phone system, such as Twilio, RingCentral, Zoom Phone, Dialpad, Nextiva, 8x8 or Microsoft Teams Phone.
Kommo and Bitrix24 are ready integrations. The agent also connects to your CRM, such as Salesforce, HubSpot, GoHighLevel, Zoho or Pipedrive, and writes the deal, stage, tags and a summary during the call.
Whatever is in the knowledge base: loan programs, partner lenders, down payment. Rate quotes and approval stay with the lender or your team.
How to do a follow-up call that gets an answer: prepare the context, open with the reason, agree on a next step and log the result in the CRM.
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