Real estate

WhatsApp CRM for real estate agencies

A lead from a property portal messages you on WhatsApp about a flat β€” and messages two other agencies in the same minute. ChatyFunnel pulls all of those conversations into one shared inbox, sorts them into sales funnels by property or area, and makes sure no viewing and no buyer is left without a follow-up.

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Reply before the agency down the road

When a contact arrives from a property portal, they've almost certainly contacted your competitors too. Whoever replies first gets the viewing. With welcome messages and out-of-hours auto-replies, the lead gets an answer even when your team is showing a property or it's Sunday afternoon.

  • Automatic welcome message on first contact
  • Auto-replies outside office hours
  • AI agent for first questions and qualification
  • Chat assigned to the agent who covers that area or property
  • Shared inbox: any available rep can pick the conversation up

One funnel for listings, another for sales

Selling a property and winning the instruction are two different processes, and they deserve two different funnels. Every conversation sits in a stage β€” new contact, qualified, viewing booked, offer, reserved, signed β€” and moves with you instead of getting buried under unread chats.

  • Unlimited sales funnels from the Company plan
  • A separate funnel per development, area, or deal type
  • Drag and drop conversations between stages
  • Contact records built from the real chat history
  • Per-stage metrics to see where deals fall over

Viewings booked and follow-ups that don't get forgotten

Property deals aren't lost at the viewing. They're lost in the days afterwards, when nobody messages again. Reminders and scheduled follow-ups are tied to the contact and the funnel stage, so the follow-up happens even when a rep's diary is full.

  • Book viewings straight from the conversation
  • Reminders and tasks tied to each contact
  • Scheduled follow-ups per funnel stage
  • Shared templates for listings, terms, and paperwork
  • Contracts and signatures sent straight to the client

If a deal falls through, the interested list is still there

When a sale collapses, everyone else who inquired about that property is still sitting in the funnel with their full history. Instead of starting from scratch, your team goes back to people who already showed interest. And because everything lives in the workspace, when a rep leaves the agency the conversations stay with you β€” not on their personal phone.

  • Full history of every inquiry per property
  • Absence coverage with automatic chat reassignment
  • Role-based permissions over who sees and edits each contact
  • Chat history imported when you connect the number
  • Per-agent metrics: who replies fast and who closes

Frequently asked questions

What is a WhatsApp CRM for real estate?
It's a system that centralizes every WhatsApp conversation an estate agency handles into one shared inbox and organizes it as a staged sales funnel: new contact, qualified, viewing booked, offer, close. ChatyFunnel lets you assign each chat to a rep, schedule follow-ups, and see exactly where deals are being lost, instead of leaving leads scattered across the team's phones.
Leads from property portals arrive on WhatsApp β€” how does ChatyFunnel organize them?
ChatyFunnel connects the agency's WhatsApp number to a shared workspace, so every incoming conversation lands in a sales funnel and gets assigned to an agent, a team, or a specific stage. Your team works from one inbox sorted by deal stage rather than by who messaged most recently.
What happens to conversations when a rep leaves the agency?
In ChatyFunnel, conversations live in the agency's workspace, not on a rep's personal phone. When someone leaves the team, their chats and full history stay accessible and can be reassigned to another agent, and role-based permissions decide who can see and edit each contact.
Can several agents work the same WhatsApp number?
Yes. ChatyFunnel connects one number to a shared inbox where several reps work at the same time, with chat assignment by agent, team, or stage and automatic reassignment when someone is away. The Freelance plan includes 1 seat, Company 3, and Enterprise 5.
Are the agency's earlier conversations kept?
Yes. When you connect the number, ChatyFunnel imports your existing chat history β€” up to 1,000 imported chats on every plan β€” so the team starts with full context on every owner and every buyer rather than an empty inbox.

Stop losing deals to slow replies

We'll show you in a demo what your property funnel looks like with the conversations you already have.

Talk to the team