Real estate workflows

If you reply late to a portal lead, the buyer has already talked to other brokers.

When

Then

1. SalesRagaAssign it to the next agent in rotation
2. WhatsAppWhatsApp the buyer the project brochure
3. SalesRagaNo call logged in 15 minutes? Alert the sales manager

Leads that come in at night are not called until the next day, and some are lost.

When

Then

1. WhatsAppWhatsApp the buyer at once with a callback time
2. SalesRagaAssign it and book the call for 9:30 next morning
3. SalesRagaNot called by 10? Alert the sales manager

Buyers forget their visits, and agents go to the site for nothing.

When

SalesRaga

A deal moves to Visit scheduled

Then

1. WhatsAppWhatsApp the buyer a confirmation with the location pin
2. WhatsAppRemind the buyer a day before, and two hours before
3. Google CalendarAdd it to the agent’s calendar with a morning reminder

After a good visit, no one follows up and the buyer books elsewhere.

When

SalesRaga

A site visit is marked done

Then

1. SalesRagaCreate a follow-up call for the next day
2. WhatsAppWhatsApp the buyer a thank-you with the unit details
3. SalesRagaNo stage change in three days? Nudge the agent and manager

Agents start the day without a clear list, and follow-ups are missed.

When

Then

1. SalesRagaSend each agent today’s site visits and calls
2. SalesRagaList the follow-ups they are overdue on
3. WhatsAppWhatsApp the manager yesterday’s visits and bookings

After a booking, collecting the token, KYC and agreement takes many calls, and some bookings fall through.

When

SalesRaga

A deal moves to Booked

Then

1. SalesRagaCreate tasks for the token, KYC and agreement
2. WhatsAppWhatsApp the buyer the list of documents to send
3. WhatsAppPayment due in 3 days? Remind the buyer and the agent