Real estate CRM with WhatsApp integration and automated messages
Indian home buyers answer WhatsApp before they answer a call. Realty CRM puts WhatsApp on every lead for your team, and sends the routine messages for you: welcome messages, site visit confirmations and reminders, payment reminders and booking confirmations, each logged against the buyer.
WhatsApp from every lead
One tap opens a chat with the buyer on the salesperson's WhatsApp, on the web or in the Android app. When they come back to the CRM, it offers to log the conversation, so the next person knows what was said.
Automatic messages with approved templates
Connect your WhatsApp Business API account and the CRM sends messages on its own, using the templates Meta has approved for your number:
- A welcome message with the project page link, or your catalogue for general enquiries
- Site visit confirmation when a visit is booked, and a reminder two hours before
- Payment reminders before an instalment falls due, and a receipt message when it is paid
- Booking confirmations and birthday greetings
SMS and email too
The same templates can go by SMS (with your DLT template IDs) or email, and every message, sent or received, is in the message log with its status.
Set it up, step by step
Questions about whatsapp automation
Do I need the WhatsApp Business API?
Only for automatic messages. Your team can chat with buyers from any lead using their own WhatsApp without it. Automatic messages need a WhatsApp Business API account and templates approved by Meta.
Can messages be in Marathi, Hindi or other languages?
Yes. You write the template texts, so they can be in any language your buyers prefer.
Will buyers get messages at night?
Follow-up messages go out at the time of day you choose, and welcome messages can wait a set number of minutes after the enquiry.
More of Realty CRM
Lead management
Real estate lead management software: every enquiry from ads, portals, your website and walk-ins in one list, duplicates caught, follow-ups automated.
Site visit management
Schedule site visits, send confirmations and reminders on WhatsApp, check in at the site with GPS and see who was really there, in your real estate CRM.
Payment collection
Track every booking's instalments, receipts and dues, send payment reminders automatically and see overdue amounts with ageing, in your real estate CRM.
Android app
The Realty CRM Android app for real estate sales teams: today's calls, follow-ups and site visits, one-tap call and WhatsApp, GPS check-in, projects and inventory.