The challenge
Leads come from ads, site boards, spreadsheets and walk-ins; each salesperson keeps their own WhatsApp; and a lead who isn’t called back within the hour has usually spoken to someone else.
Real estate
WhatsApp lead management for real estate teams.
Property enquiries arrive fast, from many places, and go cold just as fast. Clio captures each lead as it comes in, qualifies it on WhatsApp in the first minutes, and books the site visit — while your sales team works every conversation from one shared inbox.
Every source in one CRM
Lead-capture forms and QR codes — on a hoarding, a brochure or a project site — create contacts directly. Leads that land in a Google Sheet start a workflow the moment the row appears.
Qualified before the first call
A workflow asks budget, location and configuration with tappable options, stores the answers as custom fields, and labels the lead by project in the CRM.
Example workflows
What real estate teams automate in Clio
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1
New lead from a sheet
Google Sheets row added → send an approved welcome template → wait for reply → ask with options (budget band, preferred location) → set contact fields → create the lead in Zoho CRM, Salesforce or Kylas.
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2
Site-visit booking
Lead chooses “Book a visit” → send a Calendly booking link → the booking appears on the contact, and the team sees it next to the chat.
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3
Weekly follow-up rota
A scheduled task — “every Monday, follow up last week’s site visits” — fires a reminder that runs the follow-up workflow, so nobody has to remember.
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4
New launch announcement
Send a WhatsApp campaign with a media template to contacts labelled for that locality, and track reads per campaign.
Real estate questions
Questions from real estate teams
How can a real estate business manage WhatsApp leads?
Connect one WhatsApp Business number to Clio so the whole sales team replies from a shared inbox. Capture leads with forms, QR codes and Google Sheets, qualify them with a workflow, and keep every conversation in the CRM rather than on individual phones.
Can several salespeople share one WhatsApp number?
Yes. Each salesperson signs in to Clio with their own account and role, and works the same number’s conversations from the shared inbox.
Your WhatsApp operation shouldn’t
depend on one person’s phone.
Give your team one place for conversations, customer data, automation, and follow-ups.
Meta-verified business required · Official Meta WhatsApp Cloud API · Meta messaging charges billed separately
Prefer to talk first? support@clio.co.in