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WhatsApp CRM for real estate: every property enquiry in one place

A WhatsApp CRM for real estate puts every buyer and tenant enquiry from your ads, listings and Instagram into one shared inbox, asks the qualifying questions for you, and tracks each lead until the site visit and the deal. Chatzyn does this on Meta's official WhatsApp Business Platform, from your own business number.

Updated 6 min read

All property enquiries in one inbox

Enquiries arrive on WhatsApp, Instagram DMs and comments, and Facebook Messenger. Chatzyn shows them in one live thread list, with the contact's full history beside each chat, so nobody on the team replies to the same buyer twice.

Your sales team signs in with their own email and replies from the connected business number. Nobody needs a second phone or a personal WhatsApp account, and an agent only sees the conversations that are theirs.

  • Click-to-WhatsApp ads: a flow can start the moment someone taps your Facebook or Instagram ad, so the first reply goes out at any hour.
  • Tracked links and QR codes: put a wa.me link or QR code on a portal listing, a hoarding, a brochure or a site board. The chat opens, an automation can start, and you see which entry point brought the buyer.
  • Instagram: a comment keyword on a property reel can trigger a private reply, and DM keywords and story replies can start a flow.

Qualify buyers with budget, location and BHK questions

In the visual flow builder you add Ask question steps with tappable buttons, for example Budget (under 50 lakh, 50 lakh to 1 crore, above 1 crore), Location, and 1, 2 or 3 BHK. A multi-field form step can collect name, preferred area and move-in date in one go.

The buyer's answers appear in the chat, and an Update contact step can save them onto the contact, so the agent who picks up the chat sees them at once. A Condition step can then branch on an answer: send ready-to-move buyers one way and under-construction enquiries another.

  • Tag the contact (for example Rent, Buy, Commercial) and update contact fields from the flow.
  • Mark a lead as hot, warm or cold from the flow, based on what the buyer answered.
  • Append each qualified lead as a row in a Google Sheet if your team already works from one.
  • Hand over to a person at any point, or let the AI bot answer common questions from your own material, such as project brochures and FAQs, and pass the chat on when it cannot answer.

Tappable button questions and the form step work on WhatsApp. Instagram flows can still send messages, ask plain-text questions and ask for a photo.

Assign leads to the right agent by area or by number

Make a team for each area or project, such as Whitefield or Kakkanad, and let new chats inside a team go round-robin or to the agent with the fewest open chats. A flow can ask the buyer which area they want and assign the chat to that team.

If you run a separate WhatsApp number per project or per branch, each number can have its own automations, and you can restrict which agents may see or answer which number. Growth and Pro plans include more than one WhatsApp number; see Pricing for the limits.

Lead pipelines from first message to booking

The Leads page is a queue of the people worth following up, with a stage, a source, an owner, notes and a follow-up date for each. When the follow-up date arrives, the agent who owns the lead gets a reminder in Chatzyn and on their phone.

Pipelines are deal boards with stages you name yourself, for example New enquiry, Site visit booked, Visited, Negotiation, Token paid. Each deal keeps notes, activity and tasks with due dates, and you move it across the board as the buyer moves.

Site visit reminders on WhatsApp

Outside WhatsApp's 24-hour window you can only open a conversation with a Meta-approved template. A site visit reminder or a visit confirmation fits the Utility category, which costs much less than Marketing.

An agent can send the approved reminder template to a buyer straight from the inbox. A flow can also wait a fixed time, up to 30 days, and then send a template, which suits a fixed follow-up such as a message two days after the enquiry.

Chatzyn does not yet send a reminder automatically on a visit date the buyer picked. Use the lead's follow-up date so the agent is reminded, then send the template.

Meta's per-message rates for India, effective 1 Oct 2026
Template categoryRate per messageTypical real estate use
Utility₹0.1150Site visit confirmation or reminder, document requests
Marketing₹0.8631New launch or price update to opted-in buyers

Rates are charged by Meta and checked 29 Oct 2026. See the WhatsApp API pricing page for the full table.

See also:WhatsApp API pricing

Sources:Meta: WhatsApp pricing (opens in a new tab)

Rules that keep your number safe

  • No cold messaging. Send marketing templates, such as a new project launch, only to buyers who opted in. Bought or scraped number lists get numbers blocked.
  • A buyer who replies STOP is opted out of marketing on every sending path, and stays opted out after a later CSV import. Utility messages such as a site visit confirmation still reach them.
  • Instagram is user-initiated only: you can reply to people who message or comment, not start chats with strangers.
  • Chatzyn uses Meta's official APIs only, never an unofficial bulk sender, so your business number is not at risk from the tool itself.

Questions people ask

What is the best WhatsApp CRM for real estate agents in India?

Look for an official WhatsApp Business Platform provider with a shared inbox, qualifying flows, team assignment and lead pipelines. Chatzyn covers all four and adds Instagram and Messenger in the same inbox. Start with the 14-day free trial, no card needed.

Can I get leads from 99acres, MagicBricks or Housing.com into WhatsApp automatically?

Chatzyn does not import portal lead emails. Buyers who tap a WhatsApp link or QR code on your listing land in the inbox like any other chat, and the tracked link shows which listing brought them.

Can several agents use one WhatsApp number for property enquiries?

Yes. Each agent signs in with their own email and replies from the shared business number. Chats can be assigned by team, round-robin, and agents see only their own conversations.

Can I send site visit reminders on WhatsApp?

Yes, with an approved Utility template, sent by an agent from the inbox or by a flow after a fixed wait. Automatic reminders tied to a visit date the buyer chose are not available yet.

Can I send new project launches to my whole contact list?

Only to people who opted in to hear from you, using an approved Marketing template. Sending promotions to bought or old lists breaks WhatsApp's rules and can get your number restricted.

Can I keep using the WhatsApp Business app on my phone?

Where Meta makes Coexistence available for your number, the WhatsApp Business app keeps working on the same number while Chatzyn runs the team inbox. A personal WhatsApp account cannot be connected.

How much does a WhatsApp CRM for real estate cost?

You pay a Chatzyn plan, which includes a free plan, plus Meta's per-message charge for templates. In India a Utility template costs ₹0.1150 and a Marketing template ₹0.8631. See Pricing for plan prices.

Try Chatzyn free for 14 days

No card needed. Sign in with your email, create a workspace and connect your WhatsApp number when you are ready.