Real estate

Reply to every buyer while they're still excited about the listing

Property leads arrive from ads, portals and your website, and they go cold quickly. Resool replies in seconds, asks the questions that matter, books the viewing and keeps every lead moving from first message to signed deal.

Screenshot

PageInbox > lifecycle stage inbox

ShowsThe inbox filtered to the Hot Lead stage, with a WhatsApp conversation about a two-bedroom apartment open and contact fields for budget, area and unit type filled in.

File: screenshots/real-estate-hero.png

Leads from every ad

Click-to-WhatsApp, Messenger, Instagram and TikTok ads start conversations that workflows pick up instantly.

Qualified by AI

AI agents ask for budget, area and timeline, save the answers and route serious buyers to sales.

Viewings booked in chat

Share Calendly, Cal.com or Acuity booking links and see upcoming visits next to the conversation.

Every unit in a pipeline

Track deals by stage with values, owners and expected close dates, from enquiry to signed contract.

Capture and qualify

Know who's ready to buy before your agent picks up

When someone taps your Click-to-WhatsApp ad, a workflow greets them and asks quick questions with buttons: buy or rent, preferred area, budget range. Or let an AI agent hold the conversation, answer from your project brochures and payment plans, save what it learns into contact fields and move the lead to the right lifecycle stage before it hands off to sales.

  • Click-to-Chat Ads trigger for WhatsApp, Messenger and Instagram ads
  • Questions with up to 10 buttons, answers saved to custom fields
  • AI agents that update lifecycle stages, fields and tags within the limits you set
Lifecycle stages

Screenshot

PageWorkflows > ad lead workflow

ShowsA workflow with the Click-to-Chat Ads trigger, Ask a question steps with Buy and Rent buttons and a budget question, an Update lifecycle step to Qualified and an Assign to step for the sales team.

File: screenshots/real-estate-qualify.png

Viewings and site visits

From "Is it still available?" to a booked visit

Agents insert a booking link from Calendly, Cal.com or Acuity Scheduling right in the reply, and Calendly links can be single-use. Upcoming visits appear on the contact with a live countdown, and the mobile app reminds your agent before each one. Send floor plans and brochures as files, or record a short walkthrough video and share it in the chat.

  • Booking links from the composer, including single-use Calendly links
  • Upcoming and past meetings on every contact
  • Screen and camera recordings shared as a link in the conversation
Connect Calendly

Screenshot

PageInbox > conversation > Calendly panel

ShowsThe Calendly panel on a contact with an upcoming site visit and a live countdown, and the composer with a booking link just inserted.

File: screenshots/real-estate-viewing.png

Pipeline and follow-up

Track every unit from enquiry to signed contract

Create a deal from the conversation and move it through your own pipeline stages, such as Viewing booked, Offer, Reservation and Contract. Run separate pipelines per project or market, each with its own currency and stage probabilities, and see open value, weighted forecast and win rate. When a buyer goes quiet, a workflow waits and follows up with an approved WhatsApp template.

  • Drag-and-drop deals board with values, owners and close dates
  • Lost reasons to learn why buyers walk away
  • Lifecycle changes reported to Meta so your ads learn who converts
Deals and pipelines

Screenshot

PageDeals > board

ShowsA deals board for one residential project with stages Viewing booked, Offer, Reservation and Contract, deal cards with values and owners, and the summary row with pipeline value and win rate.

File: screenshots/real-estate-deals.png

Launches and owners

Announce launches and keep owners informed

Build segments from contact fields such as preferred area or budget and send a project launch or an open-house invitation as a WhatsApp broadcast with an approved template. After handover, owners can raise maintenance requests that become tickets with priorities and SLA targets, so nothing slips between departments.

  • Segments on custom fields, tags and lifecycle stage
  • Scheduled WhatsApp broadcasts with reports
  • Tickets with SLA timers for after-sales requests
Ad conversions to Meta

Screenshot

PageContacts > Segments > segment editor

ShowsA dynamic segment with conditions on the Preferred area field and the Lifecycle stage, and the matching contact count.

File: screenshots/real-estate-launch.png

Start converting property leads this week

  1. 1

    Connect channels and ads

    Link WhatsApp, Instagram and Messenger, then add a Click-to-Chat Ads workflow.

  2. 2

    Set your stages

    Define lifecycle stages and a pipeline for each project or market.

  3. 3

    Connect your calendar

    Add Calendly, Cal.com or Acuity so agents share booking links in chat.

Frequently asked questions

Can we see which ad a lead came from?
Conversations started from Click-to-WhatsApp, Messenger and Instagram ads start the Click-to-Chat Ads trigger, and Meta Business accounts report lifecycle stages back to Meta, crediting leads from Click-to-WhatsApp ads to the ad they clicked.
Can different sales teams handle different projects?
Yes. Route conversations by channel or with workflows to each team, and create a separate sales pipeline for each project or market.
Do agents need to be at a desk?
No. The Resool mobile app lets agents reply, work on deals and get reminders before booked meetings from their phone.
Which plan do we need for deals and AI agents?
Deals and AI agents are part of the Growth and Scale plans, and every new workspace starts with a free trial of Growth.

Turn more enquiries into signed deals

Start your free trial and connect your first WhatsApp number today.