Turn WhatsApp chats into CRM records with automatic contacts, chatbot answers saved to fields, and tags and segments for follow-ups.
Why leads go cold
Property enquiries arrive from ads, forms and websites at all hours. If the first reply takes hours, the buyer has often contacted another developer or broker. Sales teams also lose time on enquiries that do not match their projects.
A WhatsApp workflow for property sales
Capture
Leads arrive from Facebook Lead Ads, click-to-WhatsApp ads, Google Forms, a website widget or a webhook.
Qualify
A bot flow asks about budget, preferred location, configuration and timeline, and saves each answer to the WhatsApp CRM.
Share and schedule
Send brochures as documents, then book a site visit from available slots.
Follow up
Track the buyer as a card on a board and keep them engaged with a drip campaign.
Useful features
A flow for each ad
Trigger a different bot for each click-to-WhatsApp ad, so each project gets its own conversation.
Boards
Move buyers through stages such as enquiry, site visit and negotiation.
Splitter
Distribute new leads evenly across your sales team.
Documents and media
Send brochures, floor plans and location pins in the chat.
Channels and CRM workflow
- WhatsApp and Instagram for enquiries from ads, website chat for visitors browsing projects
- Super fields hold budget, location, configuration and timeline
- A board tracks each buyer from enquiry through site visit and negotiation to booking
- Book site visits with appointment booking and reminders
Step-by-step documentation
Frequently asked questions
Can different ads start different WhatsApp conversations?
Yes. You can trigger different bot flows for different Meta click-to-WhatsApp ads.
Can I share brochures on WhatsApp automatically?
Yes. Bot flows can send documents, images, video and location messages.