For real estate teams

All your property leads, organised and with real follow-up

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.

Problems real estate teams face with leads

Leads scattered everywhere

Each agent's personal WhatsApp, property portals, Instagram, Facebook. Every channel lives in a different app. Leads get duplicated or lost.

No visibility into each prospect's stage

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.

Follow-up depends on the agent

If the responsible agent is absent, the lead goes unattended. The company can't follow up because it has no visibility of the conversations.

Features for the real estate team

Centralised multichannel inbox

WhatsApp, Instagram Direct and Facebook Messenger in one inbox. All leads, regardless of where they come from.

Real estate operation stages

Configure lifecycle to match your process: enquiry, visit scheduled, visit done, proposal, negotiation, closing. Each agent sees every lead's status.

Assignment by agent or area

Automatically assign leads based on source channel, property area or by rotation among team agents.

Notes and history per property and lead

Record internal notes: which properties they visited, what they objected to, their budget. The team has full context before replying.

Automatic lead follow-up

Workflows that send messages if a lead hasn't replied in X days. Reactivate cold leads without manual work.

Broadcast for new listings

Notify your database of interested prospects about new available properties with broadcasts segmented by search type.

From lead to client, with visibility at every step

1

Lead arrives from any channel

Instagram, WhatsApp or Messenger — appears in the shared inbox and is assigned to the agent for that area.

2

Agent qualifies and schedules visit

Updates lifecycle, adds notes about the profile and coordinates the visit. Everything is recorded.

3

Automatic follow-up

If the lead doesn't confirm in 48h, the workflow sends a reminder. The agent doesn't need to remember.

4

Closing recorded

When the deal closes, lifecycle changes and team metrics update automatically.

What you get with Clientky for real estate

  • Centralised inbox: WhatsApp, Instagram, Messenger
  • Lifecycle configurable to your sales process
  • Automatic lead assignment by agent or area
  • Complete conversation history per lead
  • Automatic follow-up for unresponsive leads
  • Broadcast to communicate new listings
  • Full visibility for the manager or owner
  • Internal notes readable by the whole team

Organise your real estate team from the first lead

Free plan, no credit card. Starter plan with 14-day trial.