How a real-estate team qualifies leads across WhatsApp and Instagram into one CRM

An agency captures property enquiries from both channels, qualifies them automatically, and routes hot buyers to the right agent — with the whole history in a custom CRM.

The setup

A property team advertises listings on Instagram and fields enquiries on both Instagram DMs and WhatsApp. Leads come in fast during a campaign, but they’re scattered across two inboxes and several agents’ phones, with no shared view.

The problem

Enquiries split across WhatsApp and Instagram with no single pipeline.
Agents chase unqualified leads and miss serious buyers.
No history, so handovers and follow-ups drop the ball.

What we built

A unified agent that greets enquiries on both channels and answers listing questions (price, location, availability).
Qualification — budget, timeline, financing — captured in a natural chat.
Smart routing: qualified buyers handed to the right agent with a summary; the rest nurtured automatically.
A custom CRM that holds every lead, message and stage in one timeline the whole team shares.

How it feels day to day

Every enquiry, from either channel, lands in one pipeline already qualified and tagged. Agents spend their time with buyers who are ready, and nobody has to dig through two apps to remember what a lead asked last week.

What good looks like

With both channels feeding one qualified pipeline, teams respond faster, focus on serious buyers, and stop losing leads in the cracks between apps. Illustrative — real results depend on your inventory and market.

This is an illustrative example scenario, not a named client case study, and any figures describe what a well-built automation can look like rather than a guaranteed result.