From CTW ad to site visit to closure — all on WhatsApp.
MagicBricks, 99acres, Click-to-WhatsApp ads, Sunday hoarding QR — every channel drops leads into the same number. Trinetra CRM keeps them attributed, routes them to the right agent, and runs the follow-up so your developer never sees a "kahan se aaya yeh number?" question on Monday.
Priya Sharma
Lead · MagicBricks · Sector 22
📄 Brochure: Skyline Heights
Rate ₹85L se start. Carpet 950 sqft. Floor plan + payment terms PDF mein hai.
10:42 · ✓✓📅 Slot confirmed
Sat 5 May · 10:30 AM
📍 Sector 22, Tower B
Pickup chahiye? Reply YES.
10:43 · ✓✓The problem
1,200 leads a month and your team still asks "kahan se aaya yeh number?"
Property leads land everywhere — MagicBricks email, 99acres dashboard, Facebook ad webhook, hoarding QR, channel-partner forwards. The standard solution is a colleague who copy-pastes leads into a Google Sheet at midnight. That colleague leaves. The pipeline is gone.
Trinetra CRM treats real estate as the use case it deserves to be — every channel has a webhook or forwarding rule, every conversation is tagged with source, every site-visit booking has a confirmation + reminder + pickup flow, and your closure dashboard is real instead of theatre.
Six things you get
Real-estate-shaped, not generic SaaS.
Source-attributed leads
Every conversation tagged with where it came from — 99acres, MagicBricks, CTW ad, hoarding QR — so your marketing spend stops being a guess.
Brochure-on-tap
Customer asks "brochure bhejiye" and gets the right project PDF in 2 seconds. Bot recognises the project name; you don't scroll through Drive.
Site-visit booking flow
Three-tap booking inside chat — pick project, pick date, pick slot. Confirmation + reminder + driver-pickup details all sent automatically.
Loan eligibility pre-quals
Quick form captures monthly income, EMI obligation, age, employment type. Pre-qualified leads route to senior agents; rest get a self-serve EMI calculator link.
Cold-lead drip
Lead went silent for 7 days? Drip kicks in: walk-through video on day 3, festival offer on day 10, "any specific concern?" check-in on day 14.
Closure dashboard
Real-time view: leads → site visits booked → site visits done → token amount → registration. Per agent and per project.
Three setups this fits
Plotted, premium, channel-partner — built for all three.
Plotted-development developer · Pune
6 sales agents. 1,200 leads/month from MagicBricks + Facebook ads. Trinetra auto-routes by city zone, brochures sent on request, site-visit bookings drop to a single chat.
Premium high-rise launch · Bengaluru
Pre-launch waitlist of 4,800 signed up via WhatsApp landing page. Festival-eve broadcast with floor-plan carousel triggers 47 visit bookings in 36 hours.
Channel-partner network · Gurgaon
14 partners share leads. Trinetra assigns by sector pin-code, tracks who actually replied, and shows the developer which partner is closing — auditable in real time.
Ready-made templates
Five real-estate message templates ship on day one.
Pre-written, with the right variable slots — submit to Meta for approval, then launch this week.
Trigger · Customer asks for brochure
Namaste 🙏 Yahan {{project_name}} ka brochure aur floor plan PDF hai. Site visit ke liye yeh link tap kijiye: {{visit_link}}
Trigger · Site visit confirmed
Site visit confirm hua! 📍 {{project_address}} 📅 {{date}} · {{time}} 🚗 Pickup needed? Reply YES — driver assign ho jaayega.
Trigger · 24h before site visit
Reminder: Aapka {{project_name}} site visit kal {{time}} pe hai. Pickup change karna ho ya reschedule, yahan reply kijiye.
Trigger · Pricing query auto-reply
{{project_name}} ke {{config}} ka rate ₹{{price_lakhs}}L se start hota hai. Carpet area {{carpet_sqft}} sqft. Aapko detailed cost-sheet ya site-visit chahiye?
Trigger · Festival offer broadcast
🎉 {{festival}} Special: Token amount pe ₹{{discount}} off + free modular kitchen! Offer {{end_date}} tak. Reply BOOK to lock the slot.
FAQ
Real-estate-specific questions answered.
Will RERA flag the broadcast messages?
Can I run multiple projects from one account?
How does lead-source attribution work for IndianProperty / 99acres / Magicbricks?
Does the site-visit booking flow integrate with my existing CRM?
Run your sales team off one WhatsApp number.
Every plan ships with a 14-day free trial. Starter covers a single agent and 1 project; Growth + Pro add multi-agent assignment, project-level permissions, and the closure dashboard.