Lotivio: the CRM that answers every prospect joins the Real Estate division

Selling a development is a stream that never stops: leads pouring in from everywhere, Homegate, immobilier.ch, Meta campaigns, the project website, prospects who ask three questions and vanish, brokers who spend their days sorting instead of selling. Lotivio, which joins the Meotis Real Estate division alongside Palier, takes that stream over end to end. And it is already in production with several Swiss property developers.

One queue, not ten mailboxes

Every channel pours its leads into the same place: SMG, Homegate, immobilier.ch, Properstar, Meta Lead Ads and the developer’s website. Each row carries its source, its commercial status and the state of the automation, what the AI has already done and what is waiting for a human. For Meta and website leads, the project brochure goes out automatically and the WhatsApp conversation opens within minutes; portal leads join the same queue, ready to contact in one click.

The AI qualifies where the prospect actually replies

Qualification does not happen in a form nobody fills in: it happens on WhatsApp, where prospects actually answer. An AI-led conversation extracts the criteria that matter, property type, rooms, area, budget, timeline, home or investment, with an automatic follow-up after 24 hours. At any point, one word is enough to reach a human advisor or stop everything, and every AI decision is logged.

A score between every prospect and your developments

Every qualified prospect is measured against the catalogue, current and upcoming developments alike, and each pairing gets a score: budget, area, number of rooms, availability. The units that genuinely fit rise to the top, pitch already written, and the ranking is redone whenever the contact or the catalogue changes. Your brokers choose what to send.

From first contact to the notary

The pipeline follows each prospect from column to column, qualified, reservation, notary, sold, and the portfolio value recalculates with every move. Listings go out from one place to the portals and the developer’s website, fields checked before every release. And as with every product of the house: sovereign hosting, your data and your prospects never leave your company.

Discover Lotivio

The full product page, with captures of the application and the six steps of the journey, is live: meotis.ch/lotivio. To see Lotivio running on a real development case, thirty minutes is enough, book a call.