REAL ESTATE FOLLOW-UP MANAGEMENT

Turn Every Promised Callback Into a Visible Next Action

Schedule the exact callback time, surface upcoming commitments and preserve the result so follow-up no longer depends on memory.

✓ Role-Based Dashboards✓ WhatsApp Qualification✓ Callback Reminders
VVrumo CRM & Workflows
LIVE WORKFLOW
CALLBACK WORKFLOW

Priya Sharma · Thursday 10:00 AM

LEAD ACTIVE
PS
LEADPriya Sharma
PROJECTThe Westin Residences
BUDGET₹5–7 Cr
Owner: Sherlin
✓Call completedComplete
✓Call back selectedComplete
✓Date and time savedComplete
04Reminder queuedIn progress
05Advisor notifiedQueued
06Outcome recordedQueued
LEAD ATTRIBUTES
Current statusCall back
  • ✓ Country: India
  • ✓ Purpose: Self Use
  • ✓ Preferred call: Morning
  • ✓ Source: Meta Ad
Open Lead Record ↗
WHY THIS WORKFLOW MATTERS

Fix the Operational Gaps That Slow Property Sales Down.

Real estate sales operations lose visibility when the source, owner, context and next action live in different tools.

01

Callbacks Live in Personal Calendars

Keep the date and time on the shared lead record.

02

Warm Leads Lose Context

Review the transcript and previous notes before the next call.

03

Follow-Up Cannot Be Verified

Log the status change, note and reminder event in a read-only history.

BUILT AROUND REAL ESTATE

Give Every Lead a Clear Next Action.

Vrumo keeps buyer requirements, WhatsApp chat history, call outcomes, callback schedules, notes and activity attached to the lead record.

Discuss Your Workflow ↗
01

Upcoming Callback Queue

Show the next five scheduled callbacks in chronological order on the advisor dashboard.

02

WhatsApp Reminder

Notify the assigned advisor approximately one day before the saved callback.

03

Accurate Outcome Tracking

Move the lead to the correct status immediately after the conversation.

CONNECTED WORKFLOW

From First Ad Signal to Closed Site Visit.

Every step executes on time-and-event triggers tailored to your sales playbook.

01Call completed→
02Call back selected→
03Date and time saved→
04Reminder queued→
05Advisor notified→
06Outcome recorded

Workflow triggers are configured around your telephony lines, WhatsApp templates, business rules, and sales manager approval thresholds.

QUESTIONS & ANSWERS

Frequently Asked Questions.

Practical answers regarding setup, integrations, and workflow capabilities.

Ask a specific question ↗
01When is the callback reminder sent?+

The deployed system checks daily and sends a WhatsApp reminder for callbacks scheduled within roughly the next 36 hours, approximately one day before the call.

02What happens if the callback time changes?+

Saving a new callback date resets the reminder so the advisor receives a new alert for the updated schedule.

START WITH YOUR PRIMARY BOTTLENECK

Show Us Where Your Property Leads Get Stuck.

We'll map your lead sources, qualification questions, assignment rules, advisor workflow and reporting needs to a practical CRM setup.