WhatsApp CRM for real estate agents and developers in India
A portal lead is a person with three tabs open. Linkubit answers real estate agents' and developers' enquiries on WhatsApp within a minute, asks configuration, budget, locality and timeline, sends a shortlist only once it has them, books the site visit, reminds twice, and keeps the loan papers and the booking receipt in the same thread.
Linkubit answers a home enquiry on WhatsApp within a minute, captures configuration, budget, locality and move-in date, refuses to shortlist until it has them, books and reminds the site visit, and follows up until the enquiry books or says no. The lead is on your pipeline before an agent has looked at it.
Qualifies on
- Configuration — 1, 2, 3 BHK, villa, plot
- Budget, all-in
- Locality or project, and how flexible
- Move-in or possession timeline
- Ready or under construction
- Home loan needed, and pre-approved or not
None of this is hardcoded. It is a schema you edit, which is why a completely different business runs on the same system.
The brief comes first
No shortlist before configuration and budget
A rule blocks it. Three 3 BHK options at ₹1.4 Cr to a family with ₹90 L is a brochure they close and an agent they do not call back.
- The missing field is named and asked for
- The rule is enforced in code, outside the model
send_shortlist blocked — budget not captured
Sales Agent
Some actions stay human
Site visits are confirmed by a person
The assistant proposes slots, sends the confirmation and the two reminders. A person confirms the slot, because a family driving across the city to a locked gate is unrecoverable.
- Proposal is automated; confirmation is owned
- The visit lands on the pipeline with an outcome to record
Sales Agent
Confirming a visit is a human action — the agent can only propose
Kavya · confirmed the visit
Also built for this market
Portal and ad leads join one record
A 99acres email and a Click-to-WhatsApp message from the same person are one contact, one thread, one deal — not two leads for two agents to chase.
Hindi where it is spoken
A family that writes in Hindi is answered in Hindi, including the visit confirmation and the opt-out line.
From portal lead to booking, on WhatsApp
What a home enquiry looks like when the assistant handles the first minute, the shortlist, the reminders and the paperwork, and an agent handles the visit and the negotiation.
The lead lands, and is answered in under a minute
From a portal, a Click-to-WhatsApp ad, a hoarding QR or a walk-in form. The assistant replies with the agent's name and two questions — configuration, and when you plan to move. That first minute is when the family is still on the phone and still deciding who to trust.
It qualifies before anyone sends a brochure
Configuration, budget, locality, timeline, ready or under construction, loan or not. Asked one or two at a time, in the family's language, and written onto the lead as they answer. A rule blocks the shortlist until configuration and budget are known.
The shortlist, with the price in the text
Three options with carpet area and price in the message and floor plans attached, then "which would you like to see first?". A buyer comparing on a phone reads the message and skips the PDF.
The visit, booked and reminded
The assistant proposes slots; an agent confirms one. The confirmation carries the meeting point and a map link; the reminders the evening before and two hours ahead ask for a YES, so a no-show becomes a reschedule.
After the visit, the same evening
A follow-up that quotes back the one thing the family raised — the vastu, the school, the loan — with the agent's note from the visit on the record and the message written from it.
Loan papers, booking, instalments
One message lists every document the bank needs with a date. The booking receipt goes into the thread with the next step. Construction-linked instalments are reminded five days out with a payment link, and matched when the family says "already paid".
Then the lead books, or it does not
For the family that went quiet: one check-in after thirty days, and one message when a launch matches the brief they gave you — never a blast about every launch. Both marketing, both with a STOP line, both only to people who consented.
The templates an agent or developer sends
Eight WhatsApp message templates for residential real estate — enquiry received, shortlist, visit booked, loan documents, booking received, instalment due, a matching launch and a check-in. Each is written the way Meta's review reads it.
| Template | Category | When it goes out |
|---|---|---|
| Enquiry received | Utility | A buyer or tenant enquires from a portal, an ad or a hoarding. |
| Shortlist | Utility | Configuration, budget and locality are known and the shortlist is ready. |
| Visit booked | Utility | A visit slot has been confirmed by a person. |
| Loan documents | Utility | The buyer has chosen a unit and the bank needs papers. |
| Booking received | Utility | The token or booking amount has landed. |
| Instalment due | Utility | A construction-linked instalment is due in five days. |
| Matching launch | Marketing | A new project matches a lead's stated configuration, locality and budget. |
| Check-in | Marketing | Thirty days after the last exchange, once. |
Each template opens on its own page with the variables, a filled example and what Meta’s review objects to. Utility and authentication templates cost ₹0.115 a message in India, marketing ₹0.8631 — the pricing guide has the rest.
Questions agents ask
Does Linkubit work with 99acres, MagicBricks and Housing.com leads?
A portal lead reaches Linkubit the way it reaches you — as an email or a WhatsApp message — and lands in the same inbox and contact record as a Click-to-WhatsApp lead. A family that emailed from a portal and then messaged on WhatsApp is one person, not two.
Will the AI send brochures on its own?
Only after configuration and budget are on the record, and only listings you have loaded. A rule blocks the shortlist until then. It will not quote a price it has not been given.
Can it handle a builder's multiple projects?
Yes. Projects, units and prices are a catalogue; the assistant quotes from it and opens the deal at the catalogue price. A launch is a new catalogue entry, and the matching-launch template goes only to leads whose brief fits it.
What about RERA and the consent rules?
Marketing messages go only to people who opted in, carry a STOP line, and stop the moment someone replies STOP in any language. Utility messages — visit confirmations, receipts, instalment reminders — are about a transaction the buyer started and need no marketing consent.
Read next
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