All stories / Burgess Group
Jotform AI Agents help a Dallas real estate firm save valuable time
Discover how the Burgess Group enhances efficiency, saves time, and elevates customer interactions with Jotform AI Agents.
Streamlining real estate workflows with AI-powered automation
Estimated AI Agent savings across multiple events
$1,000
Number of attendees
500+ per event
Number of forms
210+
Burgess Group
Industry:
Real Estate & Leasing
Organization Size:
Small
Use Cases:
AI Agents, event registration, lead generation, client intake, client surveys and feedback, transaction automation
About
The Burgess Group delivers exceptional real estate experiences with integrity and expertise. The team provides full-service support, has earned numerous industry accolades, and is recognized as a trusted leader in North Texas real estate.
Drew Burgess loved using Jotform to streamline client intake, contract and disclosure flow, and customer feedback.
So when the Burgess Group’s Fall Festival event coincided with Jotform’s new AI Agents, he leveraged the product to save his team time and improve productivity.
Challenge
The Burgess group had been using email and a more limited form solution to coordinate surveys and responses, but it was time intensive, and the lack of features restricted the team’s ability to create a more personalized customer experience, especially for event registration and management, which is a big part of their marketing plan.
Solution
For their annual Fall Festival event (attended by more than 500 people) Burgess and his team needed to handle event tasks, registration, and participant questions while also managing their day-to-day roles and networking at the event.
Burgess decided to employ Jotform’s new AI Agent product to handle the more mundane tasks of registration and customer inquiries.
Results
Jotform’s AI Agent was deployed via newsletter, on the firm’s website and at the event. It was able to successfully answer customer inquiries and save the team time, which allowed Burgess and his staff the bandwidth to network and pursue business forward conversation.
The AI Agent saved up to $400 during the Fall Festival event, which scales to thousands in savings once the agent is used across multiple events.
Boosting efficiency and automation in real estate operations
Jotform has been instrumental in increasing efficiency, automating administrative tasks, and improving communication with clients and partners.
Owner, The Burgess Group
