How many business opportunities are getting lost among all those messages?
One client asks for information about a property on WhatsApp, another wants to arrange a viewing, while new messages arrive from people looking for a home... For an estate agent, keeping track of all these conversations can be difficult, especially when communication is spread across several apps.
WhatsApp makes it easier to stay in touch with buyers, sellers and property owners, allowing agents to answer questions, send property photos and videos, and share documents quickly and easily.
Manage conversations and keep track of clients through your CRM
Estate agents deal with a constant flow of messages and information about clients, properties and viewings. Integrating WhatsApp with a CRM helps keep everything organised and accessible.
With eGO WhatsApp, agents can manage their communications directly through eGO Real Estate and benefit from several features:
- Send and receive messages through your CRM: reply to clients without having to switch between eGO and the WhatsApp app on your phone.
- View conversation history: access exchanged messages directly from each contact, opportunity or transaction record.
- Share documents and properties: send files associated with the client, photos and properties that match their preferences.
- Save relevant information: record details received through conversations in the CRM, keeping the client's record up to date.
- Receive notifications of new messages: keep track of client communications through alerts on your computer or smartphone, making it easier to respond promptly.
This allows agents to manage conversations in the same place where they handle contacts and deals, without relying on messages scattered across different devices.
Share properties and documents directly through WhatsApp
When a client is looking for a property with specific features, the agent can check the available options in the CRM and send them directly through WhatsApp. They can also share photos, documents and other files associated with the contact, without wasting time switching between apps.
The feature also allows agents to send automatic viewing reminders and receive notifications of new messages, making it easier to keep in touch with clients.
Organise contacts and keep records up to date
As a client database grows, it becomes increasingly important to identify each conversation quickly and retrieve previous information. eGO WhatsApp allows agents to use labels to categorise contacts, view message history and check GDPR consent, requesting permission when necessary. This way, agents can keep client communications and information organised in the CRM, save time on day-to-day management and follow up on each sales opportunity more easily.
