WHATSAPP LEAD QUALIFICATION

Turn a WhatsApp Conversation Into a Complete Lead Record

Collect the buyer requirement in chat, preserve the full transcript and hand the lead to a salesperson with the context needed for a useful call.

✓ Role-Based Dashboards✓ WhatsApp Qualification✓ Callback Reminders
Vrumo WhatsApp Assistant
TRANSCRIPT ACTIVE
Priya Sharma

Hi, I'm interested in The Westin Residences.

Vrumo Assistant

Welcome. Is this purchase for Self Use, Capital Growth or Monthly Income / Renting?

Self Use. My budget is ₹5–7 Cr and I prefer a morning call.

Thank you. Your requirements are saved and a sales advisor will contact you at your preferred time.

● CRM Status: NewOwner: Assigned
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

Context Stays in Chat

Store the conversation beside the structured project, budget, country and purpose fields.

02

Incomplete Enquiries Create Noise

Use a two-message qualification gate before assigning an advisor.

03

Advisors Start Calls Blind

Show the transcript and preferred call time before the salesperson taps Call Now.

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

Structured Qualification

Capture interested projects, country, budget range, purchase purpose, timeline and call preference.

02

Complete Transcript

Keep the bot and customer messages with timestamps on the lead detail page.

03

Advisor Notifications

Send the owner a WhatsApp summary when a qualified non-imported lead is assigned.

CONNECTED WORKFLOW

From First Ad Signal to Closed Site Visit.

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

01Message received→
02Project selected→
03Requirement captured→
04Gate passed→
05Advisor assigned→
06Transcript available

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 ↗
01Does every first message create an assigned lead?+

No. In the deployed workflow, conversations with fewer than two user messages remain in the Junk queue until the person returns and sends another message.

02Do imported leads trigger a WhatsApp assignment alert?+

No. Immediate advisor notifications are for qualified ad, direct WhatsApp and chatbot leads. Imported cold-database leads use batch allocation.

03Can advisors read the original chat?+

Yes. The full WhatsApp transcript is visible on the lead detail page before the advisor calls.

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.