Real Estate
A property enquiry gets an owner and a site-visit follow-up
Each buyer message has an agent, a reply, and a next step the sales desk can see.
The situation
A new enquiry often sits on the phone of whoever last shared the business number. The rest of the team cannot open it.
When an agent is at a site visit, the customer message waits on that personal chat.
A call or visit reminder lives in someone's memory, and two agents can message the same buyer about the same property.
What they set up
Shared inbox
Property messages open in one workspace, so a lead is no longer tied to one agent's phone.
Automatic assignment
Round-robin or least-loaded rules give the enquiry an owner while the team is busy.
Quick replies
Prices, locations, and project notes are saved and sent again without retyping them.
Follow-up tasks
A call, brochure, or site visit becomes a task attached to that conversation.
Launch campaigns
Approved templates announce a new project without forwarding each chat by hand.
A conversation
A typical thread
Rahul. Hi, I'm looking for a 2BHK apartment under ₹60 lakhs.
Sales Agent 03. Hi Rahul! We have a few 2BHK options within that range. Would you like me to share the available properties?
Follow-up: Call Rahul tomorrow
What changes
- New enquiries reach an assigned agent from the shared inbox.
- The next call or site visit sits on a task the desk can see.
- Conversation history stays with the chat, so another agent can continue if the owner is away.
- Launch messages go out as a campaign from the same workspace.