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CRM for real estate

A real estate CRM from enquiry to booking.

Property enquiries from Facebook and Instagram lead ads, your website and WhatsApp arrive in seconds - with the requirement, the site visit and the follow-up that closes the booking.

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  • Free plan with every feature
  • Unlimited people
  • No card required
01 - Sound familiar?

For brokers, developers and the agencies that run their ads.

  • A lead from a property ad is called hours later - after three other brokers.
  • The requirement (2BHK, budget, location) lives in someone’s notebook.
  • Site visits are planned on WhatsApp and nobody follows up after them.
  • The agency running the ads cannot show which campaign produced bookings.
02 - Your pipeline

Every lead asks "Requirement" - and moves through stages named the way your team already talks.

  1. 01
    Your lead

    Enquiry

    The enquiry arrives from the ad, website or WhatsApp - name, phone and requirement captured.

  2. 02
    Your team

    Contacted

    First call or WhatsApp reply logged, with the next step that sets the follow-up.

  3. 03
    Your team

    Site visit planned

    Budget and location fit - a site visit is planned and on the calendar.

  4. 04
    Your team

    Site visited

    They have seen the property. Notes from the visit go on the lead, not in a notebook.

  5. 05
    Your team

    Negotiation

    Price, floor and payment plan discussed - every touch on the timeline.

  6. 06
    Your team

    Booked

    Booked. The value goes into the forecast, the source gets the credit.

  7. 07
    Your team

    Dropped

    Dropped - with the reason: price, location, timing, bought elsewhere.

03 - Where leads come from

Lead sources

  • Facebook and Instagram lead ads for each project
  • Click-to-WhatsApp links and QR codes on hoardings and flyers
  • Your website enquiry form or chat
  • Portal leads via webhook from any tool that can send one

Follow-up that cannot slip

  • The next step on every touch sets the reminder
  • Overdue, Due today, No follow-up and Gone quiet
  • Automatic WhatsApp follow-ups when a lead goes quiet
  • Duplicates merged by email and phone; bot junk dropped

If you are the agency

  • A separate CRM per developer or broker you run ads for
  • Each ad form routed to the right client automatically
  • Your client sees their leads in their portal
  • Your own agency pipeline stays separate
Why WorkTogethr

Most agencies under 200 people run eight or more tools that do not know the client exists. WorkTogethr is one place for the work, the client and the business around them.

What you need to doWhat agencies usually useIn WorkTogethr
Plan and run client projectsA project tool such as ClickUp, Asana or monday.comProjects, boards, a timeline and service checklists
Show the client progress and what they oweStatus emails and shared drivesA login per client, on the same project
Feedback pinned on designs and websitesA proofing tool such as Markup.io or BugHerdReviews with rounds and a sealed sign-off
Leads and follow-upsA CRM such as HubSpot or Pipedrive, plus Make.com and a sheetLead ads, forms and WhatsApp straight into the CRM
WhatsApp with leadsOne person’s phoneA shared WhatsApp Business inbox; every chat a deal
Proposals and contractsGoogle Docs and an e-signature tool such as DocuSignProposals and contracts signed on the page
Invoices and what is outstandingA spreadsheetLine-item invoices and payments recorded
Briefs, sign-ups and surveysGoogle Forms or TypeformForms whose answers become table rows
Leave, onboarding and reviewsSpreadsheets, or an HR tool such as BambooHRLeave balances, signed HR documents, monthly reviews
Each client’s SEO, analytics and adsSeveral dashboards and a report built by handGrowth: each client’s numbers with what stands out
Hand the project overWeTransfer and an email of passwordsAn encrypted handover the client keeps

Products are named as examples of their category. We do not list what they lack - check each one’s own site; ours is on the pages linked above.

  • Your client is inside itEvery client logs in to their own projects - approvals, files, contracts and invoices - instead of asking you by email.
  • Built in, not bolted onProjects, reviews, CRM, contracts, invoices, HR and a WhatsApp inbox share one workspace. Nothing to sync, nothing to pay for twice.
  • Every feature on every planThe free plan has every feature. Paid plans add capacity - clients, projects, storage - never features.
  • Sized for 2 to 200 peopleUnlimited people, no per-seat pricing, and roles for owner, project managers, team, sales, HR and clients.
  • Agency defaults, day oneEleven service checklists, a review flow and a CRM ready for your trade - start working, not configuring.
  • Proof that holdsSign-offs sealed with a fingerprint, contracts signed with a certificate, every change in the activity log.
Coming from
Connected

CRM and lead sources

Leads that arrive by themselves

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WhatsApp Inbox

Every chat a CRM deal

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Forms and intake

Briefs, sign-ups and lead capture

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Proposals, contracts and invoices

From proposal to signature to invoice

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Growth engine

SEO, ads and analytics reports per client

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Client portal

One branded place for your client

Learn more
Questions
Can Facebook property lead ads go straight into the CRM?

Yes. Connect the Facebook Page and every lead form submission arrives as an enquiry within seconds - with the last 90 days imported - instead of waiting for a sheet.

Does it capture the buyer’s requirement?

Yes. Real estate lists ask for the requirement - type, size, budget, location - on every lead, in those words.

Can we follow up on WhatsApp?

Yes. Connect your WhatsApp Business number and every chat is a lead. Automatic follow-ups go out when a lead goes quiet, and nobody who replied STOP is messaged.

We are an agency running ads for developers. Does this fit?

Yes. Give each developer their own CRM, route each ad form to it, and let them see their leads in their own portal - while your agency pipeline stays separate.

Free plan with every feature. No card required.

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