Assign chats, add status and keep customer context visible.
Real Estate WhatsApp Business API CRM
Transform Property Inquiries into High-Value Site Visits with WhatsApp CRM.
For premier builders, developers, and channel partners across Mumbai, Pune, Bangalore, Delhi NCR, and pan-India, NY Digital delivers an enterprise WhatsApp CRM that captures buyer inquiries from Meta ads and property portals, automates brochure distribution, assigns dedicated sales advisors, and locks in site visits.
WhatsApp CRM₹99,999/yearManaged campaignsDPDP-aware
Luxury 3BHK Residence InquiryLive workflow
Could you share the brochure, floor plans, and pricing for the 3BHK residences at Palm Heights?
Certainly. Brochure and floor plans shared above. Would Sunday at 11:00 AM suit you for a private site tour? Tap below to confirm.
Qualified Buyer · Private Tour Confirmed via WhatsApp Flow
Lead captured
Status updated
Follow-up sent
Real CRM screenshots
Real CRM screens behind this workflow
These actual product screens show how chats, contacts, campaigns, template creation and reporting work inside the CRM. Sensitive customer details should be masked before publishing production screenshots.
Store consent status, groups and import-ready customer data.
Target audience, DPDP consent check, throttling and live preview.
Create templates, preview messages and submit safely.
Track delivered, read, failed and list hygiene outcomes.
Common problems
Real estate sales velocity breaks down after initial WhatsApp contact.
High-intent property buyers evaluate multiple developments concurrently. Without centralized routing, instant brochure delivery, and automated site visit scheduling, prospective buyers slip away.
Leads scattered across personal phones
Project inquiries come from Facebook/Instagram ads, 99acres, MagicBricks, and website forms but remain trapped inside sales reps' personal phones with zero corporate visibility.
No clear ownership or SLA for follow-up
Buyer interest goes cold when multiple sales reps reply inconsistently without shared pipeline notes, stages, or next-action dates.
Site visit reminders missed
Hot buyers need timely Google Maps links, brochure PDFs, pricing sheets, and automated visit reminders before they visit a competitor.
Recommended workflow
Recommended real estate WhatsApp CRM workflow
A disciplined CRM flow gives every property inquiry a verified source, sales owner, pipeline stage, automated reminder, and complete campaign history.
Capture Property Lead
Inbound lead enters CRM from Click-to-WhatsApp ads or portals with campaign name, project interest, and budget.
Assign Sales Specialist
Lead is dynamically routed to a project sales advisor with stages like New, Interested, Site Visit Booked, or Negotiation.
Instant Brochure & Flow Booking
Approved Meta templates instantly share brochures, floor plans, and an interactive WhatsApp Flow for site visit slot selection.
Automated Site Visit Cadence
Dispatches automated 24-hr and 2-hr visit reminders with Google Maps directions, salesperson phone, and gate pass.
Campaign ideas
High-converting campaign ideas for property businesses
All campaigns are managed end-to-end by NY Digital and sent using official Meta Cloud API templates adhering to DPDP compliance guidelines.
Documents requiredBusiness name, registered website URL, and logo Project names, locations, unit configurations, and PDF brochure links Sales team member emails and round-robin assignment rules Demonstrable lead-source details and opt-in capture flows Approved message templates for property inquiry, site visit, and payment schedules
Keep these ready before onboarding.
With basic business details and message examples ready, setup becomes faster and cleaner.
Fully Managed Solution₹99,999/year
Complete end-to-end campaign management, dedicated strategy, and all CRM platform features included. Meta WhatsApp and Google RCS usage charges are paid separately.
Request proposalFAQ
Real estate WhatsApp CRM questions
Can this help both channel partners (brokers) and developers?+
Yes. NY Digital WhatsApp CRM is engineered for real estate developers, channel partners, and large brokerage firms. It unifies project inquiries across multiple sales executives under one official verified brand number.
How does Click-to-WhatsApp (CTWA) ad tracking work for real estate?+
Through our Meta Marketing API integration, every buyer who clicks an Instagram or Facebook ad arrives in the CRM with the specific Project Name, Ad Creative, and Budget Tier tagged automatically. We also sync offline site visit completions back to Meta via Conversions API (CAPI) to optimize ad spend.
Can buyers book site visits directly inside WhatsApp without visiting a website?+
Yes. Using WhatsApp Flows, buyers can open a sleek interactive booking form inside WhatsApp, select their preferred date and time slot, and receive an instant confirmation pass.
Can we assign leads round-robin to different sales managers?+
Yes. Inbound property leads can be distributed evenly or based on project criteria across your sales desk, with instant notifications and reassignment SLAs if an advisor doesn't respond.
What is the commercial investment?+
NY Digital is ₹99,999 per year for our comprehensive managed plan: full campaign management (copywriting, template design, audience segmentation, broadcast execution, and reporting) plus complete WhatsApp CRM platform access. Official Meta WhatsApp messaging charges are billed separately based on actual volume.
Start with your current WhatsApp problem