Close More Deals, Reduce No-Shows & Never Lose a Lead—All on WhatsApp
Handle 30+ property inquiries daily without missing any. Instant response, automated property matching, site visit reminders, and systematic follow-ups that convert leads to closed deals.
Lead comes in at 2 PM. You're at a site visit. Reply at 6 PM. They've already shortlisted 3 other agents. First responder wins in real estate.
Manual Property Matching Takes Hours
Client wants 2BHK in Baner under 85L. You scroll through WhatsApp chats, check builder portals, make calls. Takes 2-3 hours to send 5 options.
Site Visit No-Shows Waste Days
Schedule 5 site visits for Sunday. Only 2 show up. You've blocked your entire day, driven across Pune, waited in traffic - all for 60% no-shows.
Document Collection is Painful
Buyer agreed to book. Now you need Aadhar, PAN, income proof, bank statement. They promise "will send tomorrow" for 2 weeks. Deal delays or falls through.
Follow-Ups Fall Through Cracks
Showed property on Sunday. Plan to follow up Tuesday. Get busy with new leads. Remember on Friday. By then, client bought from someone more persistent.
Clients Expect Constant Updates
"What's the status?" "Any price change?" "When's possession?" Same questions from 10 buyers daily. Manually updating each one takes hours you don't have.
Solutions
10 Ways WhatsApp Automation Grows Your Real Estate Business
Respond instantly, follow up systematically, and close more deals
1
Instant Property Inquiry Response
RuleStarter+ ₹2,499
When buyers inquire about properties, instantly respond even when you're at site visits. Capture their requirements automatically.
Looking for 2BHK in Baner
Hi! Thanks for reaching out to HomeSeva Realty!
I'm Rajesh Malhotra, and I'd love to help you find your perfect home in Pune.
Quick questions to show you the best matches:
Let's find your perfect property! First, what's your budget?
💰 Select Budget ▼
₹40L - 60L
₹60L - 85L
₹85L - 1.2Cr
Above 1.2Cr
- Rajesh, HomeSeva Realty
RERA Reg: A52100012345
Just now
TRIGGER: Any new message with "looking" or "property" or "flat" or "2BHK" or "3BHK"
ACTION: Send property inquiry qualification questions
THEN: Tag contact as "New Lead - Baner" (or relevant area)
THEN: Notify agent for quick manual follow-up
How it works: Instant response shows professionalism. Even if you're showing property to another client, this lead gets immediate engagement. Questions qualify the buyer (budget, area, timeline) so when you respond personally, you already know what to show them.
Workflow tip: Set up separate triggers for different areas (Baner, Wakad, Hinjewadi) to automatically tag leads by location preference.
2
Property Matching Alerts
JourneyPro ₹8,499
Send matching properties to buyers based on their budget and area preferences. Automated alerts for new listings.
Hi Sharma ji!
New property just listed - perfect for your requirements!
🏠 2BHK in Baner (Kumar Prospera)
📐 Area: 1,050 sq ft (carpet)
💰 Price: ₹82 Lakhs (negotiable)
🏢 Floor: 8th of 15 floors
🗓️ Possession: June 2025
Highlights:
✅ Vastu compliant
✅ 2 covered parking
✅ Modular kitchen
✅ Club, gym, pool
✅ Near D-Mart & schools
Why this matches:
• Within your ₹60L-85L budget
• Baner area you wanted
• 2BHK configuration
• Under construction (ok per your preference)
📍 Location: maps.google.com/kumar-prospera-baner
This won't last long at this price!
- Rajesh, HomeSeva Realty
Just now
JOURNEY: Property Match Alert
TRIGGER: Tag buyer with "budget-60-85L" + "area-baner"
WHEN: New property added matching criteria
SEND: Property details with clear next steps
WAIT: 24 hours
IF: No response, send gentle reminder
IF: Response "YES", trigger site visit scheduling
How it works: Tag buyers by budget range and area preference. When you get a new listing, tag it with same criteria. Journey automatically sends alerts to matching buyers. No manual list-making. First to inform = first to close.
Workflow tip: Create buyer segments like "budget-40-60L-wakad" or "budget-85-120-hinjewadi" for precise matching.
3
Site Visit Scheduling
SequenceStarter+ ₹2,499
Schedule site visits and send confirmations with all details - location, timing, what to bring, and preparation tips.
✅ Site Visit Confirmed!
Hi Sharma ji,
Your property viewing is scheduled:
📅 Sunday, 18th February 2025
⏰ Time: 11:00 AM
📍 Kumar Prospera, Baner
🏠 Unit: Tower A, 8th Floor, Flat 802
Meeting Point:
I'll meet you at the project entrance.
📍 Google Maps: maps.google.com/kumar-prospera
What We'll Cover:
• Sample flat tour (15 min)
• Actual unit visit (15 min)
• Amenities walkthrough (10 min)
• Builder discussion & pricing
• Q&A session
Please Bring:
📱 ID proof (for security entry)
📝 Questions list
💳 Cheque (if you decide to book)
My Contact: 98765-43210
(Call if you can't find the location)
Pro Tips:
✓ Check water pressure in bathrooms
✓ Test mobile network in flat
✓ Check natural light & ventilation
✓ Ask about society maintenance charges
Looking forward to meeting you!
- Rajesh Malhotra, HomeSeva Realty
Just now
SEQUENCE: Site Visit Confirmation
TRIGGER: Agent tags contact "site-visit-scheduled"
DAY 0: Send visit confirmation with all details
DAY -1: Send reminder (1 day before)
DAY 0 MORNING: Send morning-of reminder (2 hours before)
POST-VISIT: Trigger feedback collection journey
How it works: Professional confirmation builds trust. Detailed instructions reduce "where exactly?" calls. Checklist helps buyers evaluate properly. Reminders reduce no-shows by 60%. Everything automated after you add one tag.
Workflow tip: Include Google Maps link and "what to check" list to position yourself as a helpful advisor, not just a salesperson.
4
Virtual Tour Sharing
CampaignPro ₹8,499
Send property videos, 360° virtual tours, and photo galleries to buyers before site visits to pre-qualify interest.
Hi Sharma ji!
Before Sunday's site visit, here's a virtual tour of Kumar Prospera to give you a better idea:
🎥 Video Tour (3 min):
[Sample flat walkthrough video]
📸 Photo Gallery (15 images):
[Master bedroom, kitchen, living room, balcony view, amenities]
🌐 360° Virtual Tour:
[Interactive tour link]
📄 Floor Plan:
[2BHK layout - 1,050 sq ft]
📋 Project Brochure:
[Full builder brochure PDF]
Take your time reviewing. This way our Sunday visit will be more focused on specifics rather than basics.
Questions after watching?
Just reply here - I'm happy to answer!
Still interested in Sunday visit?
- Rajesh, HomeSeva Realty
2 days before visit
CAMPAIGN: Virtual Tour Pre-Visit
TARGET: Contacts tagged "site-visit-scheduled"
TIMING: Send 2 days before scheduled visit
CONTENT: Videos, photos, floor plans, brochure
PURPOSE: Pre-qualify serious buyers
RESULT: Reduce no-shows, better-informed buyers
How it works: Virtual tours filter casual browsers from serious buyers. If someone watches video and still confirms visit, they're genuinely interested. Saves your time. Buyers appreciate transparency. Those who skip after seeing video would have no-showed anyway.
Workflow tip: Upload property videos to YouTube (unlisted), share link. Easy to send, loads fast, looks professional.
5
Document Collection Automation
JourneyStarter+ ₹2,499
Systematically collect KYC documents, income proof, and bank statements from buyers ready to book.
🎉 Congratulations on booking Kumar Prospera!
Hi Sharma ji,
So excited you've decided on Flat 802! Great choice.
Next Steps - Document Collection:
📋 Required Documents (please send via WhatsApp):
1️⃣ Identity Proof:
□ PAN Card (yours + co-applicant)
□ Aadhar Card (yours + co-applicant)
□ Passport size photos (4 each)
2️⃣ Address Proof:
□ Current residence proof
□ Electricity/gas bill (recent)
3️⃣ For Home Loan (if applicable):
□ Last 6 months salary slips
□ Last 2 years ITR
□ Bank statements (6 months)
□ Form 16
4️⃣ Other:
□ Cancelled cheque
□ Signature on white paper
⏰ Deadline: Please send within 3 days
How to Send:
Just take clear photos and send here. I'll confirm receipt of each.
Looking forward to completing your booking!
- Rajesh, HomeSeva Realty
Reminder: Document collection deadline is tomorrow!
Hi Sharma ji,
Just a friendly reminder - we need your booking documents by tomorrow to proceed.
Pending documents:
□ Bank statements (6 months)
□ Cancelled cheque
Already received:
✅ PAN Card
✅ Aadhar Card
✅ Passport photos
✅ Salary slips
Please send the pending items today so we can complete your booking formalities.
Thanks!
- Rajesh
Day 2 reminder
JOURNEY: Document Collection
TRIGGER: Buyer tagged "booking-confirmed"
DAY 1: Send complete document checklist
DAY 2: Send reminder with pending items
DAY 3: Final reminder + call if still pending
DAY 4: Escalate to builder
TRACK: Mark each document as "received" to update reminders
How it works: Clear checklist prevents "what else do you need?" confusion. Reminders keep process moving. Tracking prevents duplicate requests. WhatsApp makes sending documents easy (photo + send). Faster documentation = faster deal closure.
Workflow tip: As each document arrives, update your CRM. Automated messages will only remind about pending items, not already received ones.
6
Price Negotiation Updates
RulePro ₹8,499
Keep buyers and sellers informed during price negotiations without constant back-and-forth calls.
Hi Sharma ji!
Update on your offer for Kumar Prospera Flat 802:
YOUR OFFER: ₹79 Lakhs
ASKING PRICE: ₹82 Lakhs
GAP: ₹3 Lakhs
Builder's Response:
They're willing to come down to ₹81 Lakhs (₹1L discount) with these added benefits:
• 1-year club membership (₹15,000 value)
• Free modular kitchen (₹2L value)
• Waiver of car parking charges (₹3L)
Effective Price: ₹81L - ₹5.15L benefits = ₹75.85L equivalent
My Recommendation:
This is a good deal considering:
✓ Best pricing in Baner for this configuration
✓ Builder rarely negotiates below ₹81L
✓ Freebies add genuine value
✓ Similar flats sold at ₹83-85L last month
Your Options:
A. Accept ₹81L with benefits
B. Counter at ₹80L final (risky - may not work)
C. Think about it (but I have 2 other interested buyers)
Please let me know by 6 PM today so I can confirm with builder.
What would you like to do?
- Rajesh, HomeSeva Realty
Just now
TRIGGER: Agent tags conversation "negotiation-update"
ACTION: Send structured negotiation status
INCLUDE:
- Current offer vs asking price
- Builder/seller response
- Added benefits/freebies
- Market comparison
- Clear next step options
- Response deadline (creates urgency)
How it works: Transparent updates build trust. Breaking down "effective price" helps buyers see value. Market comparison validates pricing. Options + deadline move toward decision. Documented trail prevents "you said..." disputes later.
Workflow tip: Always include urgency factor (other interested buyers, offer expiry) to prevent indefinite thinking time.
7
Legal Process Guidance
SequenceBusiness ₹39,999
Guide first-time buyers through registration, stamp duty, home loan, and legal formalities step-by-step.
📋 Your Property Registration Guide
Hi Sharma ji!
Now that booking is done, here's what happens next:
STEP 1: Agreement Signing (Week 1-2)
□ Builder prepares sale agreement
□ You review with lawyer (I can recommend)
□ Both parties sign
□ You pay agreement amount (10-20%)
STEP 2: Home Loan (if applicable)
□ Submit docs to bank (I'll help)
□ Bank does property valuation
□ Loan sanctioned (7-15 days)
□ Disbursal as per construction
STEP 3: Stamp Duty & Registration
□ Calculate: 6% stamp + 1% registration (approx)
□ Pay online (Pune portal)
□ Schedule registration appointment
□ Both parties + witnesses present
STEP 4: Final Documentation
□ Possession letter
□ Occupancy certificate
□ Society membership
□ Utility connections
Current Stage: Agreement preparation ✅
Next Milestone: Sign agreement (Feb 25)
Timeline:
Week 1: ✅ Booking done
Week 2: Agreement signing (upcoming)
Week 4: Loan sanction (if applicable)
Month 3: Registration (ready possession)
Documents Needed Next:
I'll send checklist 3 days before each stage.
I'm here to guide you every step!
- Rajesh, HomeSeva Realty
Post-booking
SEQUENCE: Legal Process Guide
TRIGGER: Tag "booking-confirmed"
DAY 1: Send complete process overview
DAY 7: Agreement signing reminder
DAY 14: Loan application reminder (if tagged "needs-loan")
DAY 30: Stamp duty calculation & registration prep
DAY 60: Final documentation checklist
Each message: Clear steps, timeline, what's needed next
How it works: First-time buyers are overwhelmed by legal process. Your guidance reduces anxiety and positions you as expert advisor. Each stage clearly explained with timeline. Proactive reminders keep process on track. Reduces "what do I do next?" calls.
Workflow tip: Partner with good property lawyer and home loan officer. Your recommendations add value and can earn referral fees.
8
Post-Visit Follow-ups
JourneyStarter+ ₹2,499
Systematically follow up after site visits to understand feedback and move buyers toward decision.
Hi Sharma ji!
Thanks for visiting Kumar Prospera yesterday! Hope you liked the property.
Quick Feedback (helps me serve you better):
What did you think overall?
😍 Loved it
😊 Liked it
😐 It's ok
😕 Not what I expected
Specific Feedback:
Location & Connectivity:
Rate 1-5: ___
Flat Layout & Size:
Rate 1-5: ___
Builder Quality & Reputation:
Rate 1-5: ___
Pricing (₹82L):
Rate 1-5: ___
Amenities (club, gym, pool):
Rate 1-5: ___
Any Concerns?
• Price too high?
• Location not suitable?
• Flat size/layout issues?
• Builder reputation concerns?
• Need to see more options?
What's Next?
A. Ready to make an offer
B. Want to visit again with family
C. Show me other similar properties
D. Need a few days to think
Your honest feedback helps me find exactly what you need!
- Rajesh, HomeSeva Realty
Following up on Kumar Prospera
Hi Sharma ji,
It's been 3 days since the site visit. Just checking in!
Quick update:
• 2 more units booked this week
• Only 4 units left on 8th floor
• Builder may increase prices by ₹2L next week
I don't want to pressure you, but wanted you to know the situation.
Whatever you decide, I'm here to help!
- Rajesh
Day 3 follow-up
JOURNEY: Post-Visit Follow-up
TRIGGER: Tag "site-visit-completed"
DAY 1: Send detailed feedback request
DAY 3: Gentle follow-up + urgency (inventory update)
DAY 7: Final check-in + offer alternatives
DAY 14: Move to long-term nurture if no decision
Track responses to segment:
- "Hot" (ready to buy) → Push for closure
- "Warm" (considering) → Send more options
- "Cold" (not interested) → Long-term nurture
How it works: Immediate feedback collection shows you care about their opinion. Rating questions are easy to answer (low friction). Concerns identified early can be addressed. Follow-up sequence ensures no lead falls through cracks. Urgency reminders (inventory, price increase) motivate decision.
Workflow tip: Based on feedback ratings, segment buyers. 4-5 rating = hot lead (follow up aggressively). 1-2 rating = wrong match (move to nurture).
9
Market Update Broadcasts
CampaignPro ₹8,499
Share monthly market trends, area price updates, and new project launches to stay top-of-mind with your database.
📊 Pune Real Estate Market Update - February 2025
Hi from HomeSeva Realty!
Monthly market insights for Baner, Wakad & Hinjewadi:
PRICE TRENDS:
📈 Baner: Avg ₹7,800/sq ft (+3% vs Jan)
📈 Wakad: Avg ₹6,500/sq ft (+2%)
📈 Hinjewadi: Avg ₹6,200/sq ft (+4%)
📊 Kharadi: Avg ₹8,200/sq ft (+2%)
WHY PRICES RISING?
• Metro construction progress
• IT park expansion in Hinjewadi
• Limited new supply
• High demand from IT professionals
NEW LAUNCHES THIS MONTH:
🏗️ Kolte-Patil Downtown (Kharadi) - 2/3BHK from ₹75L
🏗️ Gera Emerald City (Hinjewadi) - 2BHK from ₹68L
🏗️ Vascon Goodlife (Baner) - 3BHK from ₹95L
RERA UPDATE:
18 new projects got RERA approval this month.
Always verify RERA before booking!
HOME LOAN RATES:
Current: 8.5-9.0% (down from 9.5% in Dec)
Best time to buy if you're taking loan!
BUILDER OFFERS:
Valentine Week: Many builders offering:
• Zero stamp duty
• Free modular kitchen
• Waiver of club membership
(Offers end Feb 28)
MY RECOMMENDATION:
If you're looking in Baner/Wakad/Hinjewadi, NOW is a good time:
✓ Loan rates favorable
✓ Inventory available
✓ Builder offers active
✓ Pre-metro pricing
Want to explore properties?
Just reply and I'll send options matching your budget!
- Rajesh Malhotra
HomeSeva Realty, Pune
RERA Reg: A52100012345
98765-43210
Monthly campaign
CAMPAIGN: Monthly Market Update
TARGET: All contacts (segmented by area preference)
FREQUENCY: Once per month (first week)
CONTENT:
- Price trends for relevant areas
- New project launches
- RERA updates
- Home loan rate changes
- Seasonal builder offers
- Clear call-to-action
RESULT: Stay top-of-mind, position as market expert
How it works: Regular market updates keep you in buyers' minds during their 3-6 month decision period. When they're ready, you're the first they call. Data-driven insights position you as expert, not just salesperson. Builder offers create urgency. Segmenting by area (send Baner updates only to Baner-interested buyers) keeps it relevant.
Workflow tip: Create separate broadcasts for different areas and buyer segments. Wakad buyers don't care about Kharadi prices.
10
Referral Program Automation
RuleBusiness ₹39,999
Systematically ask for referrals after successful closures and reward clients who refer new buyers.
🎉 1 Month in Your New Home!
Hi Sharma ji!
Hope you're settling beautifully into Kumar Prospera! 🏠
It's been a month since possession. Quick check-in:
• Everything good with the flat?
• Any builder issues I can help with?
• Society formation progressing well?
A REQUEST - Help Me Grow:
Your journey from inquiry to key handover was wonderful to be part of!
Would you mind:
⭐ Google Review (2 minutes):
g.page/homeseva-realty/review
Even 3-4 lines about our experience working together would mean the world!
🎁 REFERRAL PROGRAM:
Know someone looking to buy/sell property in Pune?
For every successful deal from your referral:
YOUR FRIEND GETS:
✓ Priority service
✓ Best property options
✓ Negotiation assistance
✓ Free legal consultation
YOU GET:
💰 ₹25,000 referral bonus
(paid after their deal closure)
Just share their number - I'll mention your name and take care of everything.
Active Referrals:
You've referred: 0 people
Closed deals: 0
Earnings: ₹0
(Track your referrals anytime)
Thank you for trusting HomeSeva Realty with your biggest investment!
I'm here for any future real estate needs - yours or your friends/family.
With gratitude,
Rajesh Malhotra
HomeSeva Realty, Pune
98765-43210
🎉 Your Referral Closed! ₹25,000 Earned!
Hi Sharma ji!
Great news! Your friend Patel ji (whom you referred) has successfully booked a flat in Wakad!
Deal Details:
• Property: Rohan Abhilasha, Wakad
• Configuration: 3BHK
• Deal Value: ₹1.05 Cr
YOUR REFERRAL BONUS: ₹25,000 ✅
Payment will be credited to your account within 7 working days.
Bank details on file:
Account: XXXX-XXXX-4589
IFSC: HDFC0001234
Thank you for referring Patel ji! It was pleasure helping them find their dream home.
Active Referrals Status:
Total referred: 3 people
Closed deals: 1 (Patel ji)
Pending: 2 (Kumar ji - negotiation, Shah ji - site visits)
Total earnings: ₹25,000
Keep the referrals coming! 🎁
- Rajesh, HomeSeva Realty
When referral closes
SEQUENCE: Referral Program
TRIGGER: Tag "deal-closed"
DAY 30: Request review + introduce referral program
DAY 60: Gentle referral reminder
DAY 90: Share referral success stories
WHEN REFERRAL RECEIVED:
- Tag original client "referrer-active"
- Track referral progress
- Update referrer on milestones
- Auto-notify when referral closes
- Process bonus payment
INCENTIVE STRUCTURE:
- ₹25,000 per closed deal
- Tiered bonuses: 3+ referrals = ₹30,000 each
- Lifetime tracking
How it works: Happy clients are your best marketing. Systematic referral request (30 days after possession = perfect timing) increases conversion. Clear benefits for both referrer and referee. Automated tracking prevents manual spreadsheets. Progress updates keep referrers engaged. Bonus payment notification creates social proof ("I earned ₹25K by just referring!").
Workflow tip: Share referral success stories in market update broadcasts. "This month, 3 clients earned ₹75K total in referral bonuses!"
CRM
Your pipeline, pre-configured
Drag customers through stages. See at a glance who's viewing properties, who's ready to negotiate, and who needs follow-up.
New Inquiry
First contact
Requirements
Budget & needs
Site Visits
Property tours
Negotiation
Price discussion
Documentation
Papers in process
Closed
Deal won
CRM Lite add-on: +₹300/mo on Pro plan, included in Business
Ideal for active agents handling 20-40 property inquiries per month across Pune. Includes property matching, virtual tours, and market broadcasts to stay ahead of competition.
Solo agent with 5-10 leads/month? Starter Plan (₹2,499/mo) covers inquiry response, site visit scheduling, and basic follow-ups. Growing team with 50+ deals/month? Business Plan (₹39,999/mo) adds legal guidance and referral automation.
Ready to Close More Deals with Less Effort?
Join real estate agents using WhatsApp to respond faster, follow up systematically, and close more properties.