Portal enquiries, site visit confirmations, floor plans, price sheets and channel partner chats sit on the lead record instead of a sales manager personal phone. From ₹899/user/month.
Quick answer
A buyer sees a listing at eleven at night, taps the enquire button on the portal, and a WhatsApp message lands on a sales manager phone. She replies at nine the next morning with a floor plan from her gallery, they agree on a Saturday site visit, and the conversation continues in a thread nobody else at the firm can see. On Saturday the buyer does not turn up. Nobody notices for a week.
The portal or website enquiry arrives in a shared inbox attached to a lead card carrying project, configuration, budget band, source and owner. Whoever is on the desk can pick it up. The buyer sees a normal WhatsApp reply from the number they messaged.
When the buyer agrees to Saturday at eleven, the manager books the slot from the record. The site team gets a weekend visit list by project. The buyer gets a reminder the previous evening with the location pin and the manager name, which is the single change that recovers the most no-shows.
After the walkthrough the manager marks the visit done on the mobile app, records what the buyer liked and objected to, and sets the next action. The pre-sales desk sees the update immediately rather than on Monday, and a buyer who asked about loan eligibility gets the finance follow-up the same evening.
This is the ordinary mix a residential sales desk handles between Friday and Sunday. What matters is that each type lands in a different place in the pipeline and triggers a different follow-up, rather than all of them becoming an undifferentiated pile of unread chats on Monday.
| What the buyer sends | Fields captured | Pipeline stage | What happens next |
|---|---|---|---|
| Portal enquiry on a three BHK | Project, configuration, budget band, source portal | New enquiry | Auto-reply with the floor plan, task to call within the hour |
| Confirms Saturday site visit | Visit date, slot, site address, manager | Site visit scheduled | Reminder to buyer and manager the previous evening |
| Asks about home loan eligibility | Loan required, bank preference | Negotiation | Handover task to the finance coordinator, documents list sent |
| Goes quiet after the visit | Visit outcome, objection noted | Visit done | Enters the post-visit sequence with construction updates |
| Channel partner introduces a buyer | Partner name, commission slab, attribution date | New enquiry | Partner-tagged lead, partner sees the visit confirmation |
Start with one project rather than the whole portfolio. Create the pipeline stages your team already talks about, then add the four or five fields that decide everything in property sales: configuration, budget band, possession preference, loan requirement and source. Resist the temptation to add twenty fields, because managers typing on a phone at a site office will fill in five.
WhatsApp is not a broadcast channel you own. Marketing messages such as a launch announcement or a price revision need approved templates and buyer opt-in, and Meta charges for conversations on its own schedule. Free-form replies are limited to the customer service window that opens when the buyer messages you, so a buyer who last wrote three weeks ago has to be reopened with a template or a phone call.
A CRM also will not fix inventory that is not maintained. If the availability list is stale, two managers will still quote the same unit. And moving from personal numbers to a business number takes a fortnight of habit change, because managers who have run their book from their own phone for a decade will keep replying there unless the sales head checks the inbox weekly and holds the line.
Related reading for property sales teams: CRM for real estate, WhatsApp CRM, CRM with a built-in dialer, lead management software, best CRM in India, India pricing, book a demo.
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Every enquiry from every portal lands on a sales manager personal WhatsApp, so the developer has no record of what was quoted or promised.
The business number becomes the intake point. Each buyer thread attaches to a lead record with project, configuration, budget and the manager who owns it, and the entire conversation stays with the firm when the manager leaves.Shared WhatsApp inbox
Site visits are agreed in chat and then forgotten by everyone until the buyer does not turn up on Sunday.
Visit slots are booked from the thread onto the lead, the site team sees the weekend visit list by project, and both the buyer and the manager get a reminder the previous evening.Site visit scheduling
Buyers who visited but did not book go quiet, and nobody has the discipline to chase them for the four months it takes to decide.
Post-visit sequences keep sending construction progress, new release and price revision updates on a schedule, and reopen the thread with a real reason to reply instead of another just checking in message.Post-visit nurture
Channel partner leads and direct leads are mixed together, so commission disputes get settled by scrolling old chats.
Partner threads carry their own tag and attribution. Every enquiry the partner introduces is stamped with their name and date at capture, and the commission slab sits on the partner record.Channel partner attribution
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