Growth

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

MomentChannelWhy
Site-visit confirmationSMS and WhatsAppWhatsApp for the location pin and agent contact card.
Milestone updateWhatsAppCarries photos or documents of construction progress.
Instalment reminderWhatsApp and SMSA large payment amount needs a clear, permanent written record.
Lead follow-upWhatsApp chatbot and VoiceA fast first response matters in a long sales cycle.

03Sector compliance notes

Lead-generation follow-ups are promotional by default and need consent captured at the point of enquiry — a website form or property portal — before the first WhatsApp message.
Payment reminders tied to an active buyer agreement are service messages, but general project-launch marketing to the same buyer list is not — they need separate templates and routes.
Project-wide construction updates sent to hundreds of buyers still require template approval per message variant, not a blanket approval covering "updates."
Possession-date and returns language is commonly flagged at template review — draft possession updates as indicative and tied to the buyer agreement, not as a standalone promise.

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

Talk to us about real estate

We'll map your moments to the right channel mix.