A communication centre where calls, WhatsApp, email and SMS stay with the lead
Click-to-call logs, a shared WhatsApp inbox, email sequences and DLT-aware SMS settings, each on your own provider account.
- Click to call
- Call connects
- Duration logged
- Outcome added to lead
How teams use it day to day
Missed enquiry
A buyer messages the business number, and the thread appears in the shared inbox with the lead.
Call review
A manager filters calls by direction and status to see what happened today.
Reminder SMS
An approved SMS template goes out on a schedule with a test send first.
The problem with communication
Customer conversations are spread across personal phones, call apps and email. When a salesperson leaves, the history leaves with them.
Channels around one lead
Illustrative sample dataChannels around one lead
Sample data only. This shows how the work moves, not real figures.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
- Click to call
- Call connects
- Duration logged
- Outcome added to lead
- Day 1 email
- Day 3 follow-up
- Reply received
- Sequence stops
- Template approved
- Test send
- Message sent
- Delivery noted
Why Propto CRM for communication?
Your brand on communication
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to communication
Pipelines, forms, roles, rules and templates are configured around how you already work, instead of bending your process to someone else’s menu.
No per-user pricing
Add the people who need access without a per-seat conversation. A one-time investment option exists. Hosting, AI usage, telephony and messaging are separate, and terms are set out in a written proposal.
Connected with the rest of the business
Communication share one record with WhatsApp API & Automation, Lead & Marketing Automation and Integrations, so nothing is retyped between tools.
AI for routine work
AI Copilot and AI SDR agents assist with lookups and follow-up once an AI provider is configured. Changes wait for approval, and people stay in control.
- White-label under your brand
- Customised to your workflow
- No per-user pricing
- One-time investment option
Hosting, maintenance, AI usage, telephony, WhatsApp and other third-party services are separate. Scope and terms are confirmed in a written proposal.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Bring your existing data with you
We help move communication from spreadsheets or another CRM, without promising miracles.
Look at what you have and what is worth moving.
Map fields and flag cleanup.
Import a sample and check it with your team.
Plan the cut-over, training and a pilot.
Questions we hear
Which providers are supported?
DeepCall for calls, WhatsApp Business through the Meta Cloud API, Brevo for email and MSG91 for SMS.
Do messages cost extra?
Provider usage, such as telephony, WhatsApp and SMS, is billed by those providers under your account.
Is conversation history kept?
Conversations and call records stay with the lead they belong to.
Book a personalised demo
Tell us about your business. We will contact you to understand your workflow.
Thank you. We have your request.
A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
Related reading
WhatsApp Automation for Real Estate: What to Automate and What Not To
A practical guide to WhatsApp automation for real estate: shared inbox, qualification, scheduling, reminders, guardrails and where a human should step in.
AI Voice Assistants in Real Estate: Three Different Jobs, Not One
AI voice in real estate means voice commands, automated prospect calling or post-call analysis. Learn the differences, guardrails and questions to ask.
AI in a Real Estate CRM: What Is Real, What Is Hype
A grounded look at AI in a real estate CRM: assistants, agents, automation and what needs human approval.

