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WhatsApp automation for real estate

Site visits confirmed and payment milestones tracked.

Developers, brokerages and channel partners

The problem

A booked site visit that nobody confirms is a Sunday your sales team wasted.

Flows you can build today

Each one names the trigger behind it. Nothing here is a roadmap item — if it's on this page, you can build it this afternoon.

Site visit reminder
Date reached

The day before, with the address and the person meeting them.

Payment milestone
Date reached

Construction-linked instalments reminded on schedule.

Lead stage moved
Tag added

Tag a lead and the follow-up goes out without anyone remembering to.

Your fields, not ours

Most WhatsApp tools give you order-shaped variables and nothing else. You define what your business actually stores, and the template composer offers it alongside the built-ins.

Site visit dateDATEProjectTEXT

On your own number

Your own Meta WhatsApp Business account. Meta bills you directly at Meta's published rate — we never mark up a message, and the number stays yours if you leave.

See what WhatsApp actually costs →

What the first week looks like

  1. 1Import leads with site visit dates and project as fields.
  2. 2Reminder the day before the visit, with the address and who's meeting them.
  3. 3Payment milestone reminders on the construction-linked schedule.
  4. 4Tag-based follow-ups as a lead moves stage.

Every flow starts in dry-run — it records what it would have sent without sending it, so you read a week of real matches before anything reaches a customer.

Questions we actually get

Our sales team already calls them.+

And half don't answer. A reminder the evening before costs nothing and turns a wasted Sunday into a confirmed visit — the call still happens, it just happens to people who are expecting it.

Can we send project brochures?+

Templates can carry a document or an image, once Meta approves them. Same approval process as any other template.

We use a property CRM.+

Point it at the webhook. When a lead moves stage there, the message goes out here.

Other industries

Try it on your own number

14-day trial, no card. Every flow starts switched off, so nothing reaches a customer until you decide it should.

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