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WhatsApp enquiries routed straight into Zoho CRM

Automating lead capture, assignment, follow-up and site-visit booking for a property platform receiving most enquiries on WhatsApp.

6 minAvg. response time
3.1×Site-visit conversion
100%Leads captured
6 wkTo go-live

About the client

A Dubai-based proptech company connecting buyers and tenants with verified off-plan and ready properties.

The challenge

Over 70% of enquiries arrived on WhatsApp, handled from agents' personal phones. Leads were lost when agents were busy or left the company, and there was no record of response times.

  • Leads living on personal phones
  • Average first response of several hours
  • No fair distribution of leads across agents
  • Site visits booked by back-and-forth messages

Our solution

  1. WhatsApp Business API — All enquiries now arrive on a central number and create or update a lead in Zoho CRM automatically.
  2. Smart assignment — Round-robin assignment by language, area and property type, with automatic reassignment if an agent does not respond within ten minutes.
  3. Automated follow-up — Template messages share brochures, floor plans and payment plans based on the property enquired about.
  4. Self-service site visits — Prospects pick a slot through Zoho Bookings; the visit is added to the agent's calendar and CRM record.

Results

Every enquiry is now captured, answered quickly and tracked to outcome.

  • Average first response time down to 6 minutes
  • Site-visit conversion improved 3.1×
  • Zero leads lost when agents leave
  • Management visibility of response times by agent
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