How real estate messages customers
01Real scenarios
Site-visit confirmation
A confirmation with the agent's contact and a location pin.
Construction milestone update
A progress update to buyers on an under-construction project.
Payment instalment reminder
A reminder ahead of a scheduled payment tied to a buyer agreement.
Lead follow-up
A fast first response after a prospective buyer enquires.
02Channel mix
| Moment | Channel | Why |
|---|---|---|
| Site-visit confirmation | SMS and WhatsApp | WhatsApp for the location pin and agent contact card. |
| Milestone update | Carries photos or documents of construction progress. | |
| Instalment reminder | WhatsApp and SMS | A large payment amount needs a clear, permanent written record. |
| Lead follow-up | WhatsApp chatbot and Voice | A fast first response matters in a long sales cycle. |
03Sector compliance notes
04Template pack
Site-visit confirmation
Hi {{1}}, your site visit for {{2}} is confirmed on {{3}} at {{4}}. Agent: {{5}}
Milestone update
Construction update for {{1}}: {{2}} milestone completed. View photos: {{3}}
Instalment reminder
Reminder: instalment {{1}} of ₹{{2}} for {{3}} is due on {{4}}. Pay here: {{5}}
Lead follow-up
Hi {{1}}, thanks for your interest in {{2}}. Can we call you to share more details?
05Integration notes
- CRM systems for lead and buyer management, such as Zoho and Salesforce
- Project ERP and construction-management software
- Payment gateways for instalment collection
- Property-portal lead feeds, via webhook
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