Real estate
WhatsApp for real estate: from portal lead to site visit
Portal, ad and website enquiries in one WhatsApp CRM, each with an owner, site visits booked from one link. All on Basic, AI agent included.
How it works
The workflow, step by step
Each piece is a Fliok feature, with the plan it needs.
- Basic+Portal leads straight into the CRMIndiaMART and JustDial connectors; Housing.com, 99acres, MagicBricks or Sulekha via the capture link. One lead per buyer.Learn more
- Basic+Click-to-WhatsApp ads for each projectAd leads arrive with the ad attached; follow-ups go out inside Meta’s free window for ad leads.Learn more
- Basic+Every lead gets an ownerRouting rules share new leads in turn or by weight, by source if you like.Learn more
- Basic+Calling lists and follow-up tasksDeal leads out to callers, log outcomes, get push reminders for follow-ups.Learn more
- Basic+Site visits from a booking linkThe buyer picks a free slot on your booking page; the confirmation and reminders go from your number.Learn more
- Basic+Project questions answered at nightThe AI answers from your project facts and is built not to quote a price you did not give it.Learn more
Template drafts
Messages you could submit to Meta
Drafts, not pre-approved: adapt and submit them. The category sets Meta’s charge.
- 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 needs a paid seller account with the Leads API; JustDial connects through your account manager.
Brochures and price sheets go free-form only within 24 hours of the buyer’s last message; after that, use a template.
If the portal can push leads to a web address, point it at your capture link and each lead lands in the CRM with its source. IndiaMART and JustDial have tested connectors; check other portals offer a lead push. Message a lead first with an approved template.
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 in its brief; it is built not to invent one, and a quote older than 14 days gives way to the current price. The AI agent is on Basic and above.
Keep exploring
Related
- WhatsApp CRMPipelines, routing, calling lists and lead capture.Read more
- IndiaMART integrationHow portal pushes become leads.Read more
- The free window for ad leadsWhy fast replies to ad leads cost less.Read more
- WhatsApp for coaching institutesFrom enquiry to admission.Read more
- WhatsApp for D2C brandsOrders, COD and carts.Read more
- WhatsApp for clinicsAppointments without the phone queue.Read more
- WhatsApp for traders and distributorsFrom enquiry to payment.Read more
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