Services and real estate
Every enquiry reaches the right desk, and nobody forgets the follow-up.
Routing rules send a Surat enquiry to the Surat team and a rental keyword to the rental desk. Site visits get a follow-up reminder from the thread, and the pipeline shows who has waited longest.
Neha Joshi
Window closes in 17h 12m · Team: Surat sales
Today
WhatsApp for services and real estate
WhatsApp for a real estate developer, broker or services business means enquiries from ads and listings land in a shared inbox where routing rules send each one to the right team by keyword, location or stage, brochures go out as documents from a bot, site visits are booked and followed up from the conversation, and a pipeline from enquiry to booking is visible as a board and exportable for the weekly review. Conversions posted from the CRM are attributed to the ad that brought the enquiry.
What changes on day one
Routing by number, word, stage or tag
Named teams, rules that run before round-robin, online-only assignment and a cap per agent. Nobody available tells the manager.
Follow-ups that surface themselves
"Call after the site visit on Tuesday" is set from the thread with a note. Due items are their own inbox filter, and the contact's history shows every one.
A funnel from enquiry to booking
Stage by stage: entered, left, mean stay, the one waiting longest. Exported to Excel for the Monday meeting.
The features behind this: Team inbox, Chatbot flows and journeys, Analytics, return on spend and AI.
Image slot. A site visit, a showroom floor, or a service van. Something with place in it.
The industry pack installs
- Enquiry acknowledgement templates
- Site-visit follow-up journey
- Brochure-on-request bot
- A rental versus purchase menu
All as drafts, edited by you before anything sends.
Questions from services and real estate
Can enquiries from different cities go to different teams?
Yes. A routing rule on a keyword, a tag such as the city, the number the enquiry arrived on, or the contact's stage sends the conversation to a named team, and round-robin assigns a person who is online and under their cap.
Can a bot send brochures?
Yes. A list menu asks which project or service, and a document step sends the brochure. If the person types anything else, a fallback hands over to a team with the path summarised.
How do I know which ad brought a booking?
Click-to-WhatsApp ads carry their ad id into the conversation. When the CRM posts the booking as a conversion, it is attributed to that ad and reported to Meta's Conversions API.
Other industries
Talk to us.
In a forty-minute call we go through what you send today, what it costs you, and what a flagged number would cost you. Then we set up a workspace on your own Meta app and build the first campaign with you.