The WhatsApp CRM built for real estate agents
Deals in real estate happen in WhatsApp — but chats on personal phones aren't a system. Yuktar gives them structure: shared inbox, contact timelines, pipeline stages.
Chats are where your deals already live
Agents chat with buyers from personal numbers. When an agent leaves, the conversations — and the pipeline — leave with them. There is no record of who promised what. And the cost compounds: handovers fail, promises get lost, and nobody can say what the pipeline actually looks like this week.
The change isn't a new habit — it's where the chats live. Same conversations, now with assignment, history and a pipeline behind them. "Automate site-visit confirmations and day-before reminders over WhatsApp and SMS" stops depending on whoever remembered it last.
What no-CRM WhatsApp costs
Follow-ups trapped in personal WhatsApp
Agents chat with buyers from personal numbers. When an agent leaves, the conversations — and the pipeline — leave with them. There is no record of who promised what.
Site visits without reminders
No-shows on site visits waste weekends. Without automated reminders and easy rescheduling, a third of confirmed visits simply never happen.
Steal these real estate message templates
Field-tested formats for real estate conversations. Swap the {{variables}} with your details.
Instant portal enquiry reply
Hi {{name}}! Thanks for your enquiry about {{project}}. I'm sending the brochure and floor plans here. Are you looking for a {{config}} for self-use or investment? I can line up a site visit this weekend — Saturday or Sunday?
Site-visit reminder
Hi {{name}}, reminder for your site visit to {{project}} tomorrow at {{time}}. Location pin: {{link}}. Reply 1 to confirm, 2 to reschedule. Carry a photo ID for the gate.
The switch, step by step
- 1
One number, whole team
Connect an official WhatsApp Business API number; everyone answers from a shared inbox with internal notes customers never see.
- 2
Chats become contact records
Tags, custom fields and a timeline of every WhatsApp, email and SMS touch — retrievable when the real estate client calls back months later.
- 3
Pipeline everyone can see
Drag-and-drop stages with lead scoring — deal state stops living in one person’s head.
- 4
Stage changes trigger follow-ups
Move a deal, fire a sequence. In practice: a buyer enquires about a 2BHK on a portal — Yuktar replies on WhatsApp with the brochure in seconds, creates the lead, and schedules a site-visit reminder.
3 channels
WhatsApp, email & SMS from one pipeline
< 1 min
auto-reply to new portal enquiries
The structure, piece by piece
Shared WhatsApp inbox
Multiple teammates on one official number with assignment, notes and full history the business keeps.
Broadcast new launches and price
Broadcast new launches and price updates to opted-in buyer segments — tracked on stages, not in memory.
Track every buyer from enquiry
Track every buyer from enquiry to booking on a drag-and-drop pipeline, triggered automatically by pipeline movement.
Leaver-proof by design
When someone leaves, reassign their contacts — every thread, note and deal stays with the business.
Run these through your CRM from week one
- Track every buyer from enquiry to booking on a drag-and-drop pipeline
- Share property photos, floor plans and location pins directly in chat
- Send instant WhatsApp responses to portal and ad enquiries with project brochures attached
- Automate site-visit confirmations and day-before reminders over WhatsApp and SMS
Frequently asked questions
What happens to chats when a team member leaves?
Nothing is lost — conversations belong to the workspace, not personal phones. Reassign their contacts and every thread, note and deal stays intact.
How fast can I respond to portal leads like 99acres or MagicBricks?
Connect your lead sources via webhooks or the API and Yuktar can trigger an instant WhatsApp template reply the moment an enquiry lands, then create the lead on your pipeline automatically.
Can my whole team work on one WhatsApp number?
Yes. The unified team inbox lets multiple agents answer from one official WhatsApp Business API number, with assignment, internal notes and full conversation history retained by the business.
Is the free plan a real CRM?
Yes — shared inbox, pipeline and core messaging are free forever. Paid plans (from ₹499/month) add volume and advanced automation.
One WhatsApp your real estate team closes deals from
Inbox, pipeline and automation in one setup session. Set up in minutes, free to start.
Get Started — It’s FreeNo credit card · Free forever · Cancel anytime