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A Complete Guide To Customer Management on WhatsApp For Real Estate Agents

A Complete Guide To Customer Management on WhatsApp For Real Estate Agents


The real estate industry has shifted from the days when agents used to spend all their time sitting in front of the computer at an office. Today, most real estate agents use WhatsApp for their business as it is better than other platforms and allows them to connect with clients in a more personal way. For example, if your client asks you about his or her home loan or any other query related to buying or selling a property then you can reply instantly through WhatsApp instead of sending mails back and forth which might take hours if not days. Also, there are so many benefits that come along with using WhatsApp that include automation, broadcasting messages etc but before we look at those let’s start with the basics:

Why should a real estate agent use WhatsApp?


WhatsApp is a free messaging app that has more than 1 billion users and over 200 million active users. It’s the world’s most popular messaging service, having surpassed Facebook Messenger and Snapchat. Because of its popularity, it has become an important way for real estate agents to connect with their clients and get in touch with customers.

WhatsApp is also useful because of its business features: you can use it to send messages as well as share photos, videos, documents or other files quickly and easily. This makes WhatsApp a good option if you want to perform functions like sending out newsletters or posting promotions on your business page without having to spend time coding them yourself (or paying someone else).

Benefits of using WhatsApp for your business

WhatsApp has many benefits for your business. It allows for a fast and easy way to communicate with customers, no matter where they are or what time it is. For example, if a customer is looking at houses on the weekend, you can send them photos or videos from your phone and they will receive them instantly. They can then share those photos with their family and friends so that they can get more opinions on which house they should buy. The same goes for location sharing; this allows real estate agents to show houses in person rather than just showing pictures online!

The feature of WhatsApp that I use most often is being able to share reviews directly from my client’s phone whenever she makes an appointment with me. This lets me know exactly what type of service she had when buying/selling her home!

Automate your replies

You can also automate your replies. If you’re using a CRM, the system can make it easier for you to send the same reply to all of your customers at once. For example, if you are selling an apartment and a customer asks about its condition, simply enter “I’ve been informed that everything has been updated” in one line and press enter. The system will then automatically send this reply with just one click—no more time wasted on typing!

If you’re not using a CRM yet but want to learn more about how it can help you manage your business better, check out our article on how to get started with CRMs for real estate agents today!

WhatsApp Business App features


The WhatsApp Business App is available on both Android and iOS. The app allows you to engage with your customers, including registering them in your CRM and sending automated messages based on engagement levels. It also provides real-time insights into their behavior so you can make informed decisions about customer engagement.

The WhatsApp Business API enables developers to build solutions that integrate seamlessly into the existing WhatsApp experience. This includes apps that let users register for events, join groups, create chatbots and more!

The WhatsApp Business SDK enables developers to build custom bots for messaging platforms like Telegram or Slack by integrating the functionality of these apps into their own mobile apps or websites through an easy-to-use interface built across multiple programming languages (JavaScript/Python). You can also use it as a toolkit for creating custom webhooks which connect directly with your backend system(s).

Leverage the broadcast feature on WhatsApp

WhatsApp’s broadcast feature is a great way to reach out to your customers and clients. Broadcasting allows you to send out a message to multiple contacts at once, which is especially useful when you want to send the same information or announcement to all of your contacts.

The broadcast feature can be used for any kind of communication: for instance, if you want to let all your contacts know about an upcoming event or sale in their area, simply compose the message and select the people who should receive it through WhatsApp’s contact list.

Broadcasting can also be helpful when responding quickly with questions or requests from customers who have contacted you via WhatsApp—you can simply type out what they need from there!

What are the challenges faced by real estate agents when marketing on WhatsApp?

Real estate agents face the same challenges with WhatsApp as they do with other marketing channels. The challenge for real estate agents is finding the right audience and keeping that audience engaged and interested.

In most cases, it’s important to find a target market (or several target markets) before you start sending out messages on your WhatsApp account. You need to think about who you want to reach, what kind of message you’re going to send them, and how often you should send out these messages—this can be done through creating a marketing plan or strategy based on analytics data from previous campaigns.

How does a real estate CRM help with customer management on WhatsApp?

A real estate CRM helps you keep track of the following things:

  • Your leads
  • Your customers
  • Messages sent to them
  • Conversations with customers and prospects, including their location and phone number
  • Sales made to your clients, including the status and revenue generated.

Customer outreach and relationship building on WhatsApp is easy when you have a good system in place.

Customer Relationship Management (CRM) has become an essential part of doing business in today’s era. Every business needs to have a CRM system, and it can be implemented easily with the help of customer relationship management software. In this article, we will discuss the benefits of CRM for real estate agents and how they can use it to their advantage.

Real estate is one industry where customer relations hold great importance because customers are highly sensitive about the services or products that they buy from a real estate agent or broker. It’s important for agents to keep track of their clients’ information so that they don’t lose any leads or valuable contacts over time due to poor customer care practices such as being unresponsive when someone calls them back after leaving messages on Facebook Messenger/WhatsApp/phone calls etc., having issues with payment methods etc…



A CRM is a great way to manage your WhatsApp customer outreach. It can help you better organize your business and keep track of your clients so that you can send them personalized messages. It also allows their customers to get in touch with them at any time through the app, so they don’t have to spend hours on the phone or emailing back and forth!