Industries · Real estate
WhatsApp CRM for real estate agencies
Buyers and renters message agents on WhatsApp and Instagram long before they visit a property. When those leads live on personal phones, they get lost when an agent is busy or leaves. A WhatsApp CRM for real estate puts every lead in one shared inbox, with an owner, tags and the full history of the conversation.
What a WhatsApp CRM does for a real estate agency
One inbox for every lead
WhatsApp and Instagram messages arrive in one queue. Nothing sits unread on a phone in someone's pocket.
Assign leads to agents
Assign each conversation to an agent or team, by area, property type or language. Managers see who is handling what.
Tags for buyers, renters and sellers
Tag contacts by budget, district or stage, and import existing lists from CSV. Contacts are unlimited on every plan.
Photos, videos and voice notes
Send listing photos, videos and voice notes from the browser or the Android app, and keep them in the conversation history.
Instagram comments on listings
People ask "price?" under a listing post. Reply in public under the post or privately in a DM, from the same inbox. Instagram comment replies are included in the Pro and Max plans.
Calls on WhatsApp
When Meta enables calling on your number, agents can call a lead straight from the conversation. Calling is part of the Pro and Max plans.
Following up with real estate leads on WhatsApp
Inside the customer service window, which opens when a lead writes to you, agents can reply freely. Once it closes, you need an approved template to write first. Keep a few ready: a viewing confirmation, a "new listing in your area" message for leads who opted in, and a short follow-up after a visit.
New listing alerts to a group of opted-in leads are WhatsApp campaigns, included in the Max plan. Meta charges its own fee for each marketing message; BelloSend adds no fee per message.
How to start
Connect the agency number
Connect through Meta Embedded Signup or manual Cloud API setup. With Coexistence, where Meta allows it, you can keep the WhatsApp Business app on the same number.
Add agents and roles
Invite agents and give managers wider access. Roles and permissions control who sees which conversations.
Bring in your contacts
Import your existing leads from CSV and tag them by stage and area.
Automate the first reply
A chatbot flow can ask the lead whether they want to buy or rent, their budget and area, then hand the conversation to the right agent with the full history.
Plans for real estate teams
| What you need | Plan that includes it |
|---|---|
| Shared inbox, contacts, tags, templates (2 team members) | Growth |
| Chatbot and AI, Instagram comments, WhatsApp calling, roles (4 team members) | Pro |
| Campaigns, API and webhooks to your property CRM (10 team members) | Max |
Good practice for real estate follow-ups
- Reply to new leads fast, while they are still comparing agencies.
- Ask for consent before adding a lead to listing alerts, and honour every opt-out.
- Add a note after each viewing, so any agent can pick up the conversation.
- Tag leads by stage, such as new, viewing booked, offer made, so managers can see the pipeline.
- Keep templates short: one listing or one appointment per message.
Frequently asked questions
What is a WhatsApp CRM for real estate?
It is a shared workspace where an agency receives WhatsApp and Instagram leads, assigns them to agents, tags them and keeps the full conversation history, instead of leads living on personal phones.
Can I send new listings to many leads at once?
Yes, as a WhatsApp campaign with an approved marketing template, to leads who opted in. Campaigns are included in the Max plan.
Can BelloSend connect to my property CRM or website?
Yes, through BelloSend's API and signed webhooks, directly or with Zapier, Make or n8n. There are no ready-made property CRM apps. API and webhooks are in the Max plan.
Can agents answer from their phones?
Yes. The Android app gives agents the same inbox with push notifications and calls. An iOS app is coming.
What happens when an agent leaves the agency?
The conversations stay in the workspace. An admin reassigns them to another agent, who sees the full history and notes.