For real estate · Brokers · Developers · Leasing

Save buyer WhatsApp chats to the lead in your CRM.

Budgets, viewings and offers happen on the agent's WhatsApp. ConvoSync saves those chats, with a short summary, to the right lead.

Take the 2-minute Blind Spot Check

Real estate agent showing an apartment to a buyer

IN SHORT

Buyers, tenants and owners agree viewings and offers with agents on WhatsApp. Those chats rarely reach the CRM, so leads go cold and the history leaves with the agent. ConvoSync saves each chat to the right lead with an AI summary of budget, location, timeline and next steps.

The lead that went cold

One buyer, one viewing, one offer, and a CRM that saw none of it

The CRM says "New lead". The buyer is one message away from another agency. The agent who knew the details has moved on, and their WhatsApp went with them.

In the CRM

Aisha K. · Buyer lead

2-bed apartment enquiry · Property portal

StageNew lead

BudgetNot recorded

Last activity18 days ago

OwnerOmar (left)

"Called once, no answer."

On WhatsApp, the agent's phone

3 Sep

Budget is up to 2.2M. Needs to be near a metro and ready by January.

Budget and needs

6 Sep

Booked your viewing for Saturday 11am at Marina Heights, unit 1204.

Viewing booked

9 Sep

Loved 1204. Would the owner take 2.05M?

Offer made

21 Sep

Is anyone still handling this? Another agency has a similar unit.

At risk

What gets lost

What disappears when property deals run on agents' phones

Budgets and requirements

Price range, area, size and must-haves the buyer shared once.

"Up to 2.2M, near a metro"

Viewings

Which properties were shown, when, and what the buyer thought.

"Saturday 11am, unit 1204"

Offers and counter-offers

The numbers that moved the deal, agreed in quick messages.

"Would the owner take 2.05M?"

Owner and landlord chats

What sellers and landlords agreed to, often on the same phone.

"Owner will accept 2.1M"

Documents shared

IDs, proof of funds and tenancy papers sent as attachments.

"Passport copy attached"

Agent handovers

Everything the last agent knew when the lead is reassigned.

"Who's handling this now?"

What ConvoSync captures

Every enquiry, viewing and offer on the lead record

Each synced conversation lands on the right record with an AI summary of what matters, plus the full chat.

Requirements: budget, area, property type and move-in date.
Activity: viewings booked and the buyer's feedback.
Negotiation: offers, counter-offers and what the owner said.
Next step: what was promised, and by when.

The AI summary is set up during onboarding to match how your team works. It runs on your own AI provider account, and every summary is reviewed before it's saved.

Aisha K.

Buyer lead · Property portal · Your CRM

✓ Synced today

AI summary

BudgetUp to 2.2M

Looking for2-bed near a metro

ViewedUnit 1204, Marina Heights

StageOffer at 2.05M

Ready by January Comparing agencies Follow up today

Buyer viewed unit 1204 on 6 Sep and offered 2.05M on 9 Sep. No reply since, and she says another agency has a similar unit. Get the owner's answer and call her today.

whatsapp-aisha-k.mdAttachment

Who it's for

Who uses ConvoSync in real estate

Brokers and agents

Keep buyer and seller conversations on the lead, not just on your phone.

Developer sales teams

Track off-plan enquiries, payment plan questions and site visits.

Leasing and property managers

Keep tenant requests, renewals and landlord chats on record.

Brokerage owners and sales heads

See every lead's real status, and keep the history when agents leave.

How it works

How ConvoSync gets WhatsApp chats into your CRM

Your team keeps using WhatsApp the way clients prefer. Works with Zoho CRM today, and other CRMs through a custom integration.

Agents chat as usual

On their own number or a business one. ConvoSync runs next to WhatsApp Web.

Matched to the lead

The phone number is matched to the lead or contact in your CRM.

Summarised and reviewed

The AI summary picks out budget, viewings, offers and next steps. The agent checks it.

Saved to the record

The summary and the full chat as a .md file land on the lead.

Data and privacy. ConvoSync only reads chats with leads and clients already in your CRM and assigned to that user; personal chats are never read. Conversations go to your system, not to us; we hold user accounts, settings and sync logs. If AI summaries are on, chat text is processed by the AI provider you choose, and you can switch AI off. How we handle your data →

Questions

WhatsApp for real estate: common questions

How do I track real estate leads on WhatsApp?

Save each WhatsApp conversation to the lead in your CRM. ConvoSync runs next to WhatsApp Web on the agent's laptop, matches the chat to the lead by phone number and saves an AI summary plus the full conversation, so anyone can see the budget, viewings and offers.

What happens to a lead's WhatsApp history when an agent leaves?

If the agent has been syncing, the history stays on the lead in your CRM: the AI summary and the full conversation. The next agent can pick up where things left off.

Does it work with agents' personal WhatsApp numbers?

Yes. ConvoSync works with whichever personal or WhatsApp Business app account is linked to WhatsApp Web on the user's laptop. No new number and no WhatsApp Business API account are needed.

Which CRM does ConvoSync work with?

ConvoSync has a ready connector for Zoho CRM. Other CRMs and industry systems can be connected through a custom integration built on that system's API.

Does ConvoSync send property listings or broadcasts on WhatsApp?

No. ConvoSync captures and saves conversations; it doesn't send messages. For listing alerts and broadcasts from a company number you'd use the WhatsApp Business API, and many teams use both.

Will it read agents' personal chats?

No. ConvoSync only reads conversations with leads and clients already in your CRM and assigned to that user. Personal chats are never read.

Can it capture photos, documents and voice notes?

Text conversations are captured as standard. Capturing photos, documents and voice notes can be added as a custom option.

Keep exploring

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See a buyer chat saved to your CRM.

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