How Plan B transformed its real estate operation with Sibila

In the competitive real estate world, where time and customer service make the difference, Plan B, a growing Mexican company, faced key challenges that limited its operational efficiency. Thanks to implementing Sibila, the company was able to reorganize its communication, automate crucial processes and offer a smoother, more professional experience to its customers.

“Sibila represents innovation and process automation. It helped us sync our social media with the CRM, increasing lead effectiveness, speeding up our response to prospects and adding SIBI as artificial intelligence.”— The Plan B team

Plan B's challenges

Like many growing real estate companies, Plan B faced a series of obstacles that directly affected its daily operation:

1.- Lack of timely follow-up: Tenants and potential buyers didn't get a reply on time, which directly hurt conversion.

2.- Unintegrated channels: Communication was fragmented across WhatsApp, Facebook, Instagram, calls and comments, making follow-up difficult.

3.- Unnecessary manual work: Property agents had to log interactions by hand, duplicating effort and wasting valuable time.Disorganized follow-up: The lack of organization caused missed opportunities with potential tenants or buyers.

Sibila's solution: Omnichannel, automation and full traceability

With the implementation of Sibila integrated into Zoho CRM, Plan B was able to turn its weaknesses into opportunities, activating key features such as:

Omnichannel centralization: All its channels were unified in a single inbox (WhatsApp, calls, Instagram, Facebook and more), preventing lost inquiries or conversations.

Telephony inside the CRM: Every call is logged automatically with no extra steps.

Flow automation: From payment reminders to post-sale follow-ups, WhatsApp messages are sent automatically according to configured rules and timing.

Smart assignment: Prospects are automatically assigned to the right agent, speeding up contact times.

Complete history in the CRM: All messages, files, audio and calls are stored with no expiry.WhatsApp campaigns: Agents can now send new properties to their customers through bulk campaigns with preconfigured templates.

Real results: more agility, a better experience and total control

The transformation was evident from the first weeks. With Sibila, Plan B was able to:

• Improve response time and service quality
• Reduce the advisors' operational load
• Send bulk WhatsApp campaigns simply
• Control and view the sales pipeline from a single interface
• Have clear reports on every interaction
• Professionalize its operation and build trust in every contact

Conclusion: a new way to sell real estate by turning conversations into customers

Plan B is today a more efficient, connected and professional real estate company. With Sibila as a communication module integrated into Zoho CRM, it moved from manual, disconnected processes to automated, centralized and traceable flows. This case shows that automating is not dehumanizing, but freeing up time to focus on what really matters: closing deals and supporting each customer better.