Real estate CRM
WhatsApp CRM for real estate teams that live on follow-ups.
Real estate leads move across Instagram, WhatsApp, phone calls, broker groups, site visits, and payment discussions. Bow Chat keeps each enquiry owned and visible until the next action is done.
Workflow in practice
Keep a property enquiry moving toward a site visit.
A buyer asks about a project, discusses a budget and requests a weekend visit. A counselor and local representative share responsibility for the journey.
- Qualify the requirement
- Capture the project, location, budget range and intended timeline in the conversation’s qualification context.
- Assign the visit follow-up
- Give the counselor ownership of the enquiry and record the next callback or visit arrangement. Keep notes available to the local representative.
- Review the open pipeline
- Distinguish visits requested, confirmed, completed and waiting for a buyer decision using the stages your sales operation defines. Managers review stale and unassigned enquiries.
Compare qualified enquiries, visits arranged and completed follow-up. A message count alone does not explain pipeline movement.
Read the setup guide →Workflow fit
Built around the job your team is trying to finish.
Keep the conversation, its owner and the next action together throughout the customer relationship.
Project enquiry tracking
Tag leads by project, location, property type, budget, and source.
Site visit follow-up
Create next actions around visit booking, reminder, completion, and post-visit follow-up.
Agent ownership
Assign each lead to the right sales user or broker team.
Call plus WhatsApp context
Keep call follow-ups and WhatsApp chats in the same customer view.
Manager visibility
Review stale, hot, unassigned, and pending-site-visit leads.
Campaign replies
Route reactivation replies from old lead lists into the same workflow.
Operating path
From the first enquiry to a clear next action.
Connect your channels, configure the team and put routing, follow-up and reporting around the work you handle every day.
Define lead fields
Track project, locality, budget, possession timeline, source, and visit status.
Connect inbound channels
Bring WhatsApp, Instagram, calls, and campaign replies into Bow Chat.
Assign sales owners
Make one person accountable for each enquiry.
Track site visits
Use follow-ups around scheduling, reminder, completion, and next discussion.
Review pipeline daily
Separate hot leads, stale leads, no-response leads, and closed outcomes.
Best use cases
Where this workflow helps your team.
Match the setup to the people who handle the conversation and the outcome the customer needs.
Broker teams
Stop losing buyer conversations across personal WhatsApp accounts.
Builder sales teams
Track campaign and walk-in enquiries by project.
Channel partner teams
Coordinate broker, client, and manager follow-ups.
Rental and resale teams
Keep owner, tenant, and buyer conversations organized.
Frequently asked questions.
Understand the channel setup, team controls and workflow before your walkthrough.
Can Bow Chat track site visits?
Yes. Bow Chat can track visit-related follow-ups and statuses when the workflow is configured that way.
Can it handle Instagram leads?
Yes. Instagram plus WhatsApp enquiry management is one of the linked workflows.
Can managers see stale leads?
Yes. Managers can review stale and unassigned enquiries, then give the next action to the responsible agent.
Real Estate WhatsApp CRM
See the workflow with your team’s real requirements.
Bring a representative conversation, your team structure and the next action you want to improve. We’ll walk through the channel setup, ownership and follow-up together.