WhatsApp CRM · Real estate
A WhatsApp CRM for real estate — from enquiry to booking
Track every property buyer on WhatsApp: where the lead came from, which project and budget, which agent owns it and what stage it's at. Built on the official WhatsApp Business API, so your whole sales team works from one number.
Last updated: 8 November 2026
ChatGPT
Claude
Perplexity
Amit Kulkarni
Stage: Site visit booked · Owner: Sneha
🏷 Ad lead · 2 BHK · Project: Green Valley
Budget: ₹80–90L · Location: Wakad
Quick answer
A WhatsApp CRM for real estate keeps each buyer's chat, budget, preferred project, lead source and stage in one record. In Lead Pattern a bot can greet and qualify new leads, assign them to an agent, and react when the stage changes — while managers see every lead, owner and response time in the shared inbox.
Pipeline example
Buyer stages a real estate team can track
Create a Status list field with your own stages. This is one example.
1
New lead
Buyer messages from an ad, your website or a QR code on a hoarding. Tagged with source and project.
2
Qualified
Budget, location and configuration saved as custom fields — by the agent or by a bot's questions.
3
Site visit booked
Date and time agreed in the chat, often with a WhatsApp Flow form; a note goes on the lead.
4
Negotiation
Price sheet and payment plan shared as PDFs; the senior agent can take over with full chat history.
5
Booked or Lost
Close the lead. Lost leads stay in a segment you can follow up with new launches later.
CRM features for real estate
What a property sales team needs, in one place
Capture and tag every buyer lead
Leads from Facebook and Instagram Click-to-WhatsApp ads are tagged to their ad, and the “Lead from Click-to-WhatsApp ad” trigger can give ad leads their own welcome. Every other new number starts the “New lead” bot. Leads from your own software can be created through the API.
- Tags by project, configuration and source
- Custom fields for budget, location, possession timeline
- Import old leads from Excel
Qualify and assign without delay
A no-code bot asks the buyer's budget and preferred location with tap-to-answer buttons, saves the answers on the lead, and assigns the chat to an agent — at random or by round robin across the agents you pick. Conditions can route by a field such as location, or answer differently outside working hours.
- Assign Agent step with round robin
- Set custom fields from the bot
- Working-hours check
Follow up until the site visit
Move a lead to Qualified and an “attribute changed” bot can send the brochure template automatically. Time delays let a bot send the next message later — after 24 hours without a reply WhatsApp needs an approved template, which the bot can send. New launches go to saved segments as broadcasts.
- “Attribute changed” trigger on the stage field
- Time delays inside bots
- Scheduled broadcasts to segments
Reports for the sales manager
Conversation metrics show first response time and resolution time per agent, and Ads Insights (free on every plan) shows spend and cost per WhatsApp lead for each ad — so you can see which project ad brings the cheapest leads.
- Per-agent response times
- Cost per WhatsApp lead by ad
- Hide buyer phone numbers from roles that shouldn't see them
How to start
Your real estate CRM, live in a few days
1
Connect your number
We set up the official WhatsApp Business API for free and help with Meta verification.
2
Add your fields
Create Status, Project, Budget and Source fields, and a short list of tags.
3
Build a qualifier bot
Greet new and ad leads, ask budget and location, and assign to your agents.
4
Invite your agents
Give each agent a login and role. They can also reply from the Android app.
WhatsApp CRM for real estate FAQ
Can I track which project and budget each buyer wants?+
Yes. Save them as custom fields on the lead — use a List field for projects so everyone picks from the same options — and filter the inbox by them.
Can leads be shared among agents automatically?+
Yes. A bot's Assign Agent step hands the chat to the agents you pick, at random or by round robin. How assignment works →
Can I see which ad brought the lead?+
Yes. Click-to-WhatsApp ad leads are tagged to their ad, and Ads Insights shows cost per WhatsApp lead for each ad.
Can a manager see every agent's leads?+
Yes. Managers see every conversation and owner in the shared inbox, and response times in conversation metrics. Roles decide who can export contacts or see phone numbers.
Can I send something automatically when a lead becomes Qualified?+
Yes. A bot on the “attribute changed” trigger can send your brochure template the moment the Status field changes.
How much does it cost?+
Plans start at ₹15,000 a year (Starter, one user). For a team, Growth is ₹35,000 a year for the owner plus 5 agents with the shared inbox, roles and unlimited bots. Prices exclude GST, Meta's message fees are charged at cost with zero markup, and Growth has a 14-day free trial. There is no free plan. See pricing →
Related
WhatsApp CRM
How Lead Pattern works as your CRM.
Learn more →WhatsApp for real estate
Brochures, site visits and lead replies.
Learn more →Lead Management
Tags, fields, stages and owners.
Learn more →Shared Team Inbox
The whole team on one number.
Learn more →Pricing
From ₹15,000/year, Meta fees at zero markup.
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Dealer enquiries, quotes and orders — with SAP Business One.
Learn more →Track every buyer from enquiry to booking — free for 14 days.
14-day free trial · No credit card · Free WhatsApp API setup