🔑For Independent estate agents

WhatsApp CRM for Estate Agents

Portal leads answered in seconds, your whole book in the pipeline with open value, and follow-up that saves the commission.

40–50%
Portal leads that never get a reply
7 em 10
Clients who close with the agent who replies first
6–12 meses
Average time from first contact to buying the property
Independent estate agents: real pain points

Recognize any of these problems?

1

The portal lead arrives while you are on a viewing — by the time you reply 2 hours later, another agent has already booked the appointment

2

The client who "was going to think about it" drops off the radar and you only remember them 3 months later, when they have already bought from whoever pushed harder

3

Your personal WhatsApp is chaos: an R$ 800k negotiation squeezed between the family group and good-morning stickers

4

You pay for featured listings on 3 portals but do not know which brings leads that become viewings and which only brings browsers asking the price

5

A 50/50 partnership with another agent and no record of who agreed what with the client — splitting the commission turns into an argument

6

A book of 200 contacts held in your head: who wanted 3 bedrooms, who had a deposit, who only buys after selling their current place — all lost in the scroll

Ready-made templates for Real Estate Agent

7 ready-to-use messages

Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.

1

First reply to a portal lead (ZAP, Viva Real, OLX)

Hello {{nome}}! I saw your interest in property {{codigo_imovel}} in {{bairro}} 🏠 I am {{corretor}}, the agent in charge — licence {{creci}}. It is still available! Tell me: are you looking to live in it or to invest? And do you plan to use financing?

2

Automatic reply while on a viewing or on duty

Hi {{nome}}! This is {{corretor}}. I am with a client right now, but I have seen your message about {{codigo_imovel}} and will get back to you within {{tempo}} minutes. To get ahead: which area and price range are you looking at?

3

Booked viewing confirmation

Confirmed, {{nome}}! Viewing of the {{tipo_imovel}} at {{endereco}} on {{dia}} at {{horario}}. I will meet you at the entrance — I will be wearing {{referencia_visual}}. If anything comes up, let me know here and we will rebook, no problem. See you then! 🔑

4

Post-viewing follow-up opening the negotiation

Hi {{nome}}! About the {{tipo_imovel}} we saw yesterday: I spoke to the owner and there is room below the R$ {{valor}} asking price. If we put an offer together this week, I can push for good terms. Shall I prepare the numbers?

5

Newly listed property for a client in the book

{{nome}}, remember you were looking for {{quartos}} bedrooms in {{bairro}} up to R$ {{valor}}? I have just listed one that fits exactly — and it has not even gone up on the portals yet. Want to see the photos before everyone else?

6

Cold lead reactivation (90 days)

Hi {{nome}}! This is {{corretor}}, we spoke a few months ago about properties in {{bairro}}. Financing terms have changed and new options have come up in your range. Is the search still on or have plans changed?

7

After-sale with a referral request

{{nome}}, it was a pleasure handing over the keys to your {{tipo_imovel}}! 🎉 If any friend or colleague is looking for a property, would you refer me? I promise the same care. And for any paperwork loose ends, I am here.

Use cases

Real Estate Agent: what CRPRO solves

Reply to a portal lead in seconds even during a viewing, with automatic qualification of area, price range and financing

Organise the book on the kanban: new contact → viewing booked → offer → close

Schedule follow-up for the client who "will think about it" at 7, 30 and 90 days, without relying on memory

Send a newly listed property to every client in the book with a matching profile, before it goes up on the portals

Record partnership negotiations so the commission split has no conflict

Real Estate Agent: recommended integrations

Frequently asked questions

Real Estate Agent: questions about WhatsApp CRM

I am an independent agent working alone. Does it make sense to pay for a CRM built for a team?▾
It does — for a solo agent the value is not in the seats, it is in not losing deals: a kanban of your book, follow-up that does not depend on your memory, and a fast reply to the portal lead. Users on the Growth plan (R$ 249,90/month) are unlimited: you, an assistant, the partner on duty. The entry plan is Start, with up to 2 users. And you can try it free for 7 days, no card.
Do I need to change my number? My clients have had my WhatsApp for years.▾
You connect a business number to Meta’s official API — and that is what we recommend: separating professional from personal. You import your contacts into the CRM and tell your book about the new number with a campaign. From then on, all history is recorded in your account, not in your phone’s scroll.
And when I am on a viewing or on duty and cannot reply?▾
Automations reply immediately with a message from you, and on the Scale plan the Cris agent goes further: it qualifies the lead (area, price range, financing) and leaves the card ready on the kanban. You come out of the viewing and pick up the conversation already knowing what the client wants.
Can I tell which portal gives me leads that turn into sales?▾
Yes. Every lead arrives tagged by source (ZAP, Viva Real, OLX, Instagram, referral) — through automatic intake with n8n or Zapier, it lands as a card on the kanban. When it closes, you see which channel the commission came from and decide where paying for featuring is worth it.
I deal with high values. Do the conversations stay confidential?▾
The connection is through Meta’s official API, with WhatsApp’s own encryption. The data sits in your account and only those you authorise can access the conversations — no negotiation history scattered across other people’s phones.
I close a lot in partnership with other agents. How does that work in the CRM?▾
You add the partner as an agent for that period and you both work the same conversation, with everything recorded: who said what, what price was agreed, when. When it is time to split the commission, the history settles the argument before it starts.

Comparing WhatsApp CRMs?

See how CRPRO compares with the most searched options on the market.

WhatsApp CRM for other industries

CRPRO adapts to the routine of every kind of business. See other industries:

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Real Estate Agent: start using CRPRO today

Multi-agent inbox, AI, kanban, and the official Meta API. R$ 249,90/mo or R$ 499,90 with AI — try free for 7 days, no card required.

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