Sales and agency leaders
For teams accountable for enquiry response, agent follow-up and pipeline visibility.
Industry
Keep property enquiries, viewings and follow-up connected
Property teams lose leads across channels and follow up slowly. We connect enquiry capture, WhatsApp and CRM so every lead is tracked, followed up fast, and visible in a real pipeline.
- Lead leakage across channels
- Slow, inconsistent follow-up
- Weak pipeline visibility
PortalWhatsAppCallWebsite
New enquiry2
3 BHK · Whitefield₹1.4 Cr
Villa · OMR₹3.2 Cr
Viewing1
2 BHK · Andheri₹2.1 Cr
Offer1
4 BHK · Gachibowli₹2.8 Cr
Fast follow-upEvery lead routed & tracked
Pipeline visibilityStage · ageing · owner
Priority workflows
The property enquiry journey
01
Lead capture and qualification
Bring portal, website, call and messaging enquiries into one owned queue, with qualification and routing rules.
02
Viewing scheduling
Coordinate availability, confirmations and reminders while keeping the lead record current.
03
Deal pipeline management
Give agents and managers a shared view of stage, next action, ageing and exceptions.
04
Post-sale and handover follow-up
Track documents, commitments and customer communication through completion and handover.
Sector challenges
The problems we solve here
Property teams lose leads across channels and follow up slowly. We connect enquiry capture, WhatsApp and CRM so every lead is tracked, followed up fast, and visible in a real pipeline.
Lead leakage across channels
Enquiries arrive on portals, calls and WhatsApp and fall through the gaps.
Slow, inconsistent follow-up
Response depends on individual agents remembering to act.
Weak pipeline visibility
No dependable view of deals, agent activity or accountability.
Who we help
Built around the people accountable
Operations leaders
For teams coordinating viewings, handovers and work across channels.
How we evaluate success
Measures tied to the real operating need
Enquiry response
Measure the interval from capture to an owned first response, with channel and working-time context.
Viewing progression
Review qualified enquiries, arranged viewings, cancellations and completed follow-up as separate stages.
Agent accountability
Check the proportion of active records with a current owner and a useful next action.
What we bring
View all services Services for Real Estate teams
CASE STUDY
From scattered enquiries to one connected pipeline
See how we map the enquiry journey first, then connect portals, messaging and the CRM into one owned, accountable workflow.
Read case studiesFrequently asked questions
Questions about Real Estate automation
Can multiple agents work from the same customer record?+
Yes, with agreed visibility, assignment and collaboration rules. These rules prevent a shared record from becoming unclear ownership.
Can we keep the property portal we already use?+
Where supported interfaces or exports are available, the workflow can connect to existing tools. Access and integration limits are checked before committing to the scope.
Can WhatsApp conversations support follow-up?+
A supported messaging integration can link communication to the CRM workflow. The implementation must account for permissions, channel configuration and approved messaging behaviour.
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