Real estate agencies receive enquiries via WhatsApp, Instagram, Facebook and portals. Clientky centralises everything in a shared inbox with lifecycle, agent assignment and automatic follow-up so no lead goes unanswered.
Each agent's personal WhatsApp, property portals, Instagram, Facebook. Every channel lives in a different app. Leads get duplicated or lost.
Has this lead already visited the property? Are they in negotiation? Or did they just ask the price? Without lifecycle, each agent manages information differently.
If the responsible agent is absent, the lead goes unattended. The company can't follow up because it has no visibility of the conversations.
WhatsApp, Instagram Direct and Facebook Messenger in one inbox. All leads, regardless of where they come from.
Configure lifecycle to match your process: enquiry, visit scheduled, visit done, proposal, negotiation, closing. Each agent sees every lead's status.
Automatically assign leads based on source channel, property area or by rotation among team agents.
Record internal notes: which properties they visited, what they objected to, their budget. The team has full context before replying.
Workflows that send messages if a lead hasn't replied in X days. Reactivate cold leads without manual work.
Instagram, WhatsApp or Messenger — appears in the shared inbox and is assigned to the agent for that area.
Updates lifecycle, adds notes about the profile and coordinates the visit. Everything is recorded.
If the lead doesn't confirm in 48h, the workflow sends a reminder. The agent doesn't need to remember.
When the deal closes, lifecycle changes and team metrics update automatically.
El agente responde consultas de propiedades, califica el interés y la capacidad del lead, y agenda visitas automáticamente. Tu equipo de asesores recibe leads ya listos para cerrar.
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