Real estate use case

WhatsApp CRM for real estate

The operating problem, the system we deploy, and the one metric it should move. Scoped as a specification, not a slogan.

The operating problem

Property enquiries arrive at all hours, and the buyer's budget, location, and timeline stay buried in WhatsApp chats. Agents respond unevenly and warm leads are easily forgotten.

What we deploy

A WhatsApp assistant connected to the CRM that answers the first enquiry, asks a few useful questions, records the lead, routes it to the right agent, and reminds the team when follow-up is due.

  • Replies immediately and captures budget, location, and timing
  • Creates or updates the lead in the CRM
  • Routes the conversation and prompts the next follow-up
Outcome target
Target: respond to every new enquiry within five minutes and reduce qualified leads lost without follow-up by 30 to 50%.
Time to value
6 to 9 weeks to production
Metric we measure
Share of qualified enquiries with a recorded owner and next action in the CRM.

Where it goes nextOnce enquiry handling is reliable, extend it to viewing coordination, property matching, and post-viewing follow-up.

Works with the systems you already have
WhatsApp Business
HubSpot
Outlook

Your data remains under your control.

How every use case is scoped

The same four questions, every time

Every use case is scoped around the operating problem, the system, the metric, and the time to value. Nothing ships without a number to move and a source it can cite. The first step is the deployment review, where we map the business process to your systems and agree the metric before building.

Next step

Put a number on this use case

Bring the process. We will define the problem, the metric, and the route to production.

See the deployment review

Start a conversation

Tell us what you want to explore, deploy, or teach. We reply within two business days.