WhatsApp automation for real estate, on your own business numbers
A shared inbox on the Meta Cloud API, conversations saved on the lead, and AI-assisted qualification and scheduling once configured.
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Everything it covers
Select a feature to see it in action. All data shown is illustrative.
A WhatsApp enquiry, step by step
Illustrative sample dataA WhatsApp enquiry, step by step
Sample data only. This shows how the work moves, not real figures.
The problem with WhatsApp conversations
Buyers prefer WhatsApp, so every salesperson keeps their own chats. Management cannot see them, and a thread leaves with the person.
How teams use it day to day
New enquiry
A message arrives on the business number and lands in the inbox with the lead.
Team handover
A colleague continues a thread and sees the full history.
Visit booking
A buyer agrees a visit time and the visit is scheduled on the lead.
Why Propto CRM for WhatsApp conversations?
Your brand on WhatsApp conversations
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to WhatsApp conversations
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
Whatsapp conversations share one record with Communication Centre, AI Voice Assistant and Lead & Marketing Automation, 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.
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 WhatsApp conversations 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.
- 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.
Questions we hear
Do we need our own WhatsApp setup?
Yes. Connect your own WhatsApp Business numbers; usage is billed by the provider.
Can conversations be automated?
AI SDR agents can qualify and follow up within guardrails you set, once an AI provider is configured. Scope is confirmed in a demo.
Can several people use one number?
The shared inbox lets a team work conversations on linked numbers, with intervened and pending views.
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.