WhatsApp for Real Estate Agents: Lead Ads, Viewings and Follow-Ups

In real estate the first reply decides who gets the viewing. A lead fills in a form on Sunday evening, three agencies get the same lead, and the one that answers on WhatsApp within a minute is the one the buyer remembers. Meanwhile the agent is in a car, at a viewing, or on the phone with a seller. Convelly closes that gap: every lead becomes a contact on its own, gets a WhatsApp reply in seconds, is asked the questions an agent would ask, lands in the right pipeline with the right agent, and is followed up when they go quiet. The guide on WhatsApp for real estate agencies covers the general playbook, and the collection of WhatsApp playbooks by industry shows how it differs for other businesses.

From a lead ad to a WhatsApp conversation in seconds

Run a lead ad on Facebook or Instagram, and every person who fills in the form becomes a contact in Convelly on their own, with their answers saved on the record. You can drop them into a pipeline and greet them on WhatsApp within seconds, without lifting a finger. From Facebook lead forms to a WhatsApp conversation walks through the setup. Enquiries that come as Instagram DMs, story replies or comments land in the same inbox, and a buyer who writes on Instagram today and WhatsApp tomorrow is one contact with one record.

The AI asks what an agent would ask

The AI answers as your agency, with your rules and tone, in the language the lead writes in. It can ask for missing details and save them to the customer's record, so budget, preferred area, number of rooms and timing end up in the extra fields you defined instead of in a chat nobody re-reads. Upload your exposés, FAQs and terms, and the AI looks things up in them when someone asks about a property, the fees, or the process. Photos, videos, documents and locations flow through the chat both ways, voice notes are written out automatically, and when a lead asks something outside the AI's rules, it hands the conversation to a named agent, who sees the full thread.

Routing the right lead to the right agent

Not every lead should go to the same person. An automation can check the deal's value, the source, and any extra field before it acts, and branch: a buyer with a budget above a certain amount goes to the owner, rentals go to the rentals inbox, everything else goes to the next available agent, in turns or to whoever has the fewest open conversations. If some agents are offline, new conversations go only to those who are online. Separate inboxes for Sales and Rentals keep the two businesses apart, each with its own people and reply-time target. Qualifying and routing leads automatically shows how to build those rules without over-engineering them.

Viewings booked like appointments

A viewing is a bookable service in Convelly. Each agent has working hours, days off and a personal booking page, and a viewing service carries time before and after for travel, so the calendar never puts two viewings on opposite sides of town back to back. The AI can book a viewing in the chat from live availability, or the lead books on the page; either way a reminder goes out on WhatsApp in your own wording, with the links to move or cancel within your rules. A no-show can trigger a message with a link to rebook. For remote buyers, video calls are built in: a screen to test camera and microphone, a waiting room you control, screen sharing to walk through a floor plan, and a link that goes into the reminder automatically. Short video in sales conversations covers the other side of it, the clips you send before anyone visits.

Pipelines for buyers, sellers and rentals

Convelly gives you as many sales pipelines as you need, each with its own stages and its own won and lost markers: Buyers from New lead to Viewing booked to Offer to Won, Sellers from Valuation requested to Mandate signed, Rentals on their own board. Each deal holds a title, a value, a chance of closing, an expected close date, the agent responsible, where the lead came from, tags, the extra fields you defined, notes with @mentions and a link to the contact with every conversation and viewing. Drag deals between columns, edit them in a side panel without leaving the board, move many at once, filter by stage, value or agent, and export any view to a spreadsheet. Values are shown in one currency across the workspace.

The stages you choose decide whether the board tells you anything. Designing pipeline stages that match how you sell helps you pick them, deal value, probability and a forecast you can trust explains how to keep the numbers honest, and the wider guide on pipelines, stages and the deals you are actually going to close covers the rest. The dashboard shows the pipeline by stage with the number of deals and their value, and Elly, your assistant, answers questions such as "which stage holds the most money?" on request.

Follow-ups for leads who went quiet

Most lost leads did not choose another agency. They asked for an exposé, said "we'll think about it", and were never written to again. In Convelly a deal moved to "Offer sent" can start an automation that waits for a reply and, after two days of silence, starts an AI follow-up with a goal such as "find out whether they want a second viewing". The follow-up writes each message itself, from the lead's real history and your goal, in their language, respects WhatsApp's 24-hour rule, and stops the moment they reply. The conversation shows every message it sent and why, and an agent can cancel it with one click and take over.

Built for agents on the road

The whole inbox runs on iPhone and Android with the same data as the web app, live updates and push notifications for new messages, mentions and channel problems. An agent between two viewings sees the new lead, reads the transcribed voice note, checks the private notes a colleague left, and answers or lets the AI keep going. Who is online is visible, and used to hand out conversations smartly. Each agency is its own workspace with its own people and data, and admins decide who is a member.

What it costs, and what stays yours

Plans differ in the number of people, channels, customers, pipelines and automations, with add-ons for more, as listed on the pricing page. Your contacts and deals are yours: export any filtered list to a spreadsheet whenever you want, and every contact's marketing permission is stored with when and how it was given.