Leadvio WhatsApp CRM for Real Estate Channel Partners

WhatsApp Inbox

One Inbox for Every
WhatsApp Lead Chat

Leadvio puts every WhatsApp lead conversation inside the CRM, in one inbox your whole team can see. Leads from Facebook, 99acres and WhatsApp land in the same place, replies go out from the CRM, and no chat sits hidden on one agent's personal phone again.

WhatsApp Inbox
Vikram Sharma · Lodha Woods
Visit Confirmed

Hi, I saw the Lodha Woods listing. Is a 3BHK available?

10:02 AM

Hello Vikram, yes it is. Would you like to visit this weekend?

10:05 AM

Sunday morning works for me.

10:07 AM

Booked for Sunday, 11 AM. I will share the location pin in this chat.

10:08 AM
TemplatesFirst ReplyVisit ConfirmationVisit ReminderFollow-Up
The Problem

When a buyer messages on WhatsApp, the conversation opens against their lead record. Anyone on your team can read the full history before replying, so the buyer never has to repeat their budget, location or visit plan to a second agent. When an agent is on leave or leaves the firm, the chats stay with your business, not on their phone.

Two-Way WhatsApp, Inbound and Outbound

WhatsApp in Leadvio works both ways. Buyers can message you first, and your team can start conversations from the CRM when a new lead arrives or a follow-up is due. Every message, sent or received, is stored on the lead record next to calls, notes and site visits, so the full story of a lead sits in one place.

This matters because WhatsApp is where real estate buyers actually reply. An enquiry from 99acres that goes cold on calls often answers a WhatsApp message within the hour. With the chat inside the CRM, that reply is seen, tracked and acted on instead of getting buried in a personal chat list.

Vikram Sharma
+91 98200 12345 · Lodha Woods
Active
WhatsApp chat
Visit confirmed for Sunday, 11 AM
Calls
Last call logged on this record
Site visit
Scheduled from the same lead record

One Queue for the Whole Team

Every WhatsApp conversation sits in one shared queue, not on one agent's phone. Chats that are waiting the longest surface first, the assigned agent is shown on every row, and a chat with nobody assigned is visible to the whole team until someone picks it up.

  • Waiting longest shown first
  • Assigned agent on every chat
  • Unread counts the whole team can see
Team Inbox
6 open chats
VS
Vikram Sharma10:07 AM
Lodha Woods · Sunday morning works for me.
Rohan K.2
PS
Priya Singh9:52 AM
Godrej Urban · Please share the price list.
Unassigned1
AS
Amit SethiYesterday
Macrotech · We will visit on Saturday.
Meera S.
DS
Divya S.Yesterday
Runwal Bliss · Thank you, got the brochure.
Rohan K.

How It Works

1

Lead Arrives

Facebook, 99acres and WhatsApp leads land in one shared inbox.

2

Chat Opens on the Record

The full conversation history sits against the lead, visible to your whole team.

3

Reply From the CRM

Send replies and ready templates from inside Leadvio, not from a personal phone.

4

Follow-Up Stays Attached

The next step is set on the lead, with the chat right there when the day comes.

5

Visit and Booking Follow

The same thread carries the buyer from first message to site visit.

Templates That Keep Follow-Ups Moving

Your team does not need to type the same messages every day. Leadvio lets you use ready message templates for the moments that repeat: the first reply to a new lead, a site visit confirmation, a reminder before the visit, and a follow-up when a lead has gone quiet.

Templates keep the wording professional and consistent across the team, and they save the minutes that manual typing eats up across dozens of leads a day. An agent opens the lead, picks the template, sends it, and the follow-up is logged automatically.

First reply to a new leadSite visit confirmationReminder before the visitFollow-up for a quiet lead

Follow-Ups That Do Not Depend on Memory

Missed follow-ups are where channel partners lose bookings. In Leadvio, a WhatsApp conversation is tied to the lead's follow-up schedule. If a buyer says "call me next week", the follow-up sits on the lead, and the chat history is right there when the day comes. Managers can see which leads are waiting on a reply and which follow-ups are overdue, without asking each agent for an update.

Who This Is For

Built for Channel Partners in India

Leadvio is a real estate CRM built for Indian channel partners, made by 13Fold Labs in Mumbai. It covers the full journey in one system: lead ingestion from Facebook, 99acres and WhatsApp, telecalling, site visit scheduling with location proof, booking and EOI management, and commission and payout tracking. WhatsApp is not an add-on screen; it is part of the same record your team already works from.

Pricing is simple. Leadvio is free for up to 3 users, with no time limit. For bigger teams, pricing is by team size: Team 5 is ₹4,995 per month, Team 10 is ₹8,490 per month, Team 20 is ₹14,980 per month, and Team 50 is ₹32,450 per month, plus GST. The per user price drops as the team grows: ₹999, ₹849, ₹749 and ₹649 per user. There is no free trial on paid plans; the free plan is the way to start.

Frequently Asked Questions

Yes. WhatsApp in Leadvio is two-way. Your team can receive buyer messages and send replies from inside the CRM, and every message is saved on the lead record.

The conversations stay in the CRM, attached to the lead. A new agent can read the full history and continue the conversation without the buyer repeating anything.

Yes. You can use ready templates for common moments like the first reply, visit confirmations, reminders and follow-ups with quiet leads, so replies stay fast and consistent.

Yes. Leads from Facebook, 99acres and WhatsApp come into Leadvio together, and their WhatsApp conversations are managed from the same lead record.

Leadvio is free for up to 3 users, with no time limit. For bigger teams, pricing is by team size: Team 5 is ₹4,995 per month, Team 10 is ₹8,490 per month, Team 20 is ₹14,980 per month, and Team 50 is ₹32,450 per month, plus GST. The per user price drops as the team grows: ₹999, ₹849, ₹749 and ₹649 per user. There is no free trial on paid plans; the free plan is the way to start.

See Your WhatsApp Chats Inside the CRM

Book a demo and watch a live WhatsApp lead conversation handled inside Leadvio, from first message to site visit.

Book Demo