Real estate
WhatsApp for real estate: from portal lead to site visit
For builders, brokers and channel partners, Fliok puts every enquiry from property portals, Click-to-WhatsApp ads and your website into one WhatsApp CRM, gives each lead an owner, books site visits inside the chat and makes sure nobody waits for a follow-up. All of it is on the Basic plan, including the AI agent that answers project questions at night.
How it works
The workflow, step by step
Each piece is a Fliok feature you can switch on today, with the plan it needs.
- Basic+Portal leads straight into the CRMPoint Housing.com, 99acres, MagicBricks, IndiaMART, JustDial or Sulekha lead pushes at your capture link. A buyer who enquires on two portals stays one lead, matched by phone.Learn more
- Basic+Click-to-WhatsApp ads for each projectLeads from your ads arrive with the ad attached, and Fliok tracks the 72-hour free window so follow-ups go out while messages are free.Learn more
- Basic+Every lead gets an ownerRouting rules hand new leads to your sales team in turn or by weight, for example portal leads to one team and ad leads to another.Learn more
- Basic+Calling lists and follow-up tasksDeal a list of leads out to callers, log each call’s outcome, and get push reminders for every follow-up due.Learn more
- Basic+Site visits booked in the chatStart from the “Book an appointment” WhatsApp Flow: the buyer picks a date and time inside WhatsApp and the answers land in the conversation.Learn more
- Basic+Project questions answered at nightThe AI agent answers from the project facts you give it, such as configurations, possession dates and price lists, and never quotes a price you did not give it.Learn more
Template drafts
Messages you could submit to Meta
Drafts, not pre-approved templates: adapt the wording to your business and submit them from the Templates page. The category decides what Meta charges.
- site_visit_confirmationUtility
Hi {{1}}, your site visit to {{2}} is confirmed for {{3}} at {{4}}. Reply here if you need to change it.
It confirms something the buyer booked, so it is utility.
- visit_follow_upMarketing
Hi {{1}}, thank you for visiting {{2}}. Would you like the floor plans and the current payment plan on WhatsApp?
It encourages a purchase, so it is marketing.
- new_launchMarketing
Hi {{1}}, bookings for {{2}} in {{3}} open this weekend. Reply YES for the brochure and price list.
A launch announcement is marketing.
Portals set their own terms: IndiaMART’s Push API, for example, needs a paid seller account with the Leads API add-on, and JustDial connects through your account manager.
Free-form messages, including brochures and price sheets, can only be sent within 24 hours of the buyer’s last message; after that, use an approved template.
They come into Fliok’s CRM automatically, as leads with their source recorded, when you point the portal’s lead push at your capture link. To message them on WhatsApp first, use an approved template, by hand or from an automation.
Routing rules give each new lead one owner, a buyer who enquires twice is matched by phone and stays one lead, and calling lists deal each lead to one caller.
Only prices you put in its brief. It never invents a price, and a price it quoted more than 14 days ago is treated as expired so the current one applies. The AI agent is on the Basic plan and above.
Try it on your own number
Start on the Free plan, no card, and upgrade when you need broadcasts, the CRM or the AI agent.
Free forever plan · Keep your WhatsApp app · GST invoice on every payment