Things were getting messy. π Leads were coming in, but most were slipping through. β No proper follow-ups β everything was βweβll call tomorrowβ. π Site visits werenβt tracked, team follow-ups were forgotten. π§ββοΈ The broker himself was micro-managing every deal. π² WhatsApp pe chats lose ho jaate the β there was no system in place. πΈ And payments? Always delayed because files were all over the place.
π‘ The Solution
Instead of hiring more staff, the broker simply implemented a system β efficient and intelligent.
1οΈβ£ Step 1: Enabled a Custom Dashboard β
showing hot leads, pending follow-ups, and deal stages
2οΈβ£ Step 2: Activated Task Tracker β
β every sales guy had clear to-dos linked to each deal
leads got auto messages, reminders, and visit confirmations
4οΈβ£ Step 4: Used Daily Activity Logs β
To track what each sales rep was doing β no more ‘I forgot’ excuses.
5οΈβ£ Step 5: Set up Deal Notes + Attachments β
Site pics, buyer needs, everything saved in one place
6οΈβ£ Step 6: Monthly reports β
highlighted drop-offs, so they fixed weak spots quickly
π The Result
π 40% more property deals closed in just 1 month β±οΈ Follow-ups happened like clockwork π² WhatsApp messages had 90%+ open rate π¨βπΌ Broker had visibility on every deal β without chasing anyone πΈ Payments started coming faster, thanks to timely nudges
π Why It Worked
βοΈ Systems, not stress βοΈ WhatsApp became a sales engine, not a chat app βοΈ Everyone saw the same updates β no miscommunication βοΈ Zero leads lost, no team confusion, and clear accountability
π£ Final CTA
Want to double your real estate sales without hiring extra salespeople?
Letβs turn your WhatsApp into a booking machine. ERP + CRM + Task Tracker + WhatsApp = More Closures, Less Chaos. π