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Flowgento

Solutions · Real Estate

WhatsApp CRM for real estate agents and developers

Capture property inquiries, schedule site visits, share floor plans and brochures, and follow up with leads — without losing track. Built for Indian real-estate teams of all sizes.

Real estate runs on conversations. A genuine inquiry can take 8-12 touchpoints between first call and site visit; another 10-20 before booking. Most of those touchpoints already happen on WhatsApp — but spread across multiple personal phones, agents' chat histories, and forgotten reminders.

Flowgento brings every property inquiry into a shared team inbox, tags it by project and budget, and gives you a clean view of where each lead is in your funnel.

Use cases

Property inquiry capture

New WhatsApp inquiries land in a shared inbox, auto-tagged by source (portal, ad, referral). Nothing falls through agent personal accounts.

Site visit scheduling

Send slot options via WhatsApp template. Capture confirmed visits and send reminders the night before to reduce no-shows.

Document sharing

Share floor plans, price sheets, payment plans, and brochures as WhatsApp media messages — directly from the inbox.

Lead nurturing

Tag leads by budget range, location preference, and project of interest. Send relevant new-launch broadcasts to matched segments.

Post-booking handoffs

Hand off booked customers to ops/legal teams within the same WhatsApp thread. Full history transfers — no re-explaining.

Channel partner coordination

Route channel-partner referred inquiries to the relevant in-house executive. Track which partners drive bookings.

How it works

A typical real-estate team sets up Flowgento around two patterns: inbound inquiry handling and outbound launch broadcasts. For inbound, every WhatsApp inquiry from portals, ad campaigns, or hoarding QR codes lands in the team inbox with auto-tagged source. The first available executive picks it up.

For outbound, segment your existing inquiry list by budget, project preference, and date of last activity. Use approved WhatsApp marketing templates to announce new launches, price changes, or open-house events to relevant segments only — not to your entire list.

Because real-estate conversations span weeks, the contact CRM matters more than the inbox. Use custom attributes like 'budget range', 'preferred location', 'family size', 'tour date', 'follow-up status' so any agent can resume a conversation cold.

Example templates

Start with these as a base — Meta still has to approve each one, so plan a couple of days for review.

Site visit confirmation

Hi {{1}}, your site visit at {{2}} is confirmed for {{3}} at {{4}}.
Location: {{5}}
Reply if you'd like our executive's number for navigation.

Brochure request

Hi {{1}}, sharing the brochure for {{2}}.
📎 Floor plans, pricing, and payment plan inside.
Let me know if you'd like to schedule a site visit.

Follow-up after site visit

Hi {{1}}, thank you for visiting {{2}} yesterday!
Did you have any questions about pricing, payment plan, or possession?
Happy to help.

FAQs

Can multiple agents handle the same inquiry without confusion?

Yes. Flowgento's shared inbox shows who is currently assigned to a conversation. Agents can assign, reassign, or @-mention colleagues internally without the customer ever seeing those notes. If your team works in shifts, the next shift inherits full conversation history.

How do I segment leads by project, budget, or location?

Add custom attributes to each contact (project_interest, budget_range, preferred_location). Filter by any combination and save the filter as a reusable segment. Then send broadcasts to that segment only — never to your full list.

Can I share large PDFs like brochures over WhatsApp?

Yes, WhatsApp supports document attachments up to 100MB. Flowgento lets you store frequently-shared documents (brochures, floor plans, price sheets) in your library and attach them to messages in two clicks.

What if a lead asks for the executive's personal WhatsApp?

Many teams use a hybrid model — the company WhatsApp number for initial inquiry, with executive personal numbers shared later for active negotiations. Flowgento doesn't restrict this; you decide what to share when.

Is Flowgento suitable for both agents and developers?

Yes. Individual brokerage firms typically use the Starter or Growth plan; larger developers with multiple sales teams across projects use Scale. Both get the same core features — inbox, broadcasts, contact CRM, analytics.

Ready to grow your real estate business on WhatsApp?

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