Manual Lead Distribution
Apply project ownership rules and round-robin distribution consistently.
REAL ESTATE WORKFLOW AUTOMATION
Automate the Handoff, Not the Human Relationship
Use automation for the repetitive steps between an inbound enquiry and a prepared sales follow-up: qualification, assignment, notification, reminders and record keeping.
✓ Role-Based Dashboards✓ WhatsApp Qualification✓ Callback Reminders
DOCUMENTED WORKFLOW
LEAD ACTIVEInbound enquiry → Assigned advisor
PS
LEADPriya Sharma
PROJECTThe Westin Residences
BUDGET₹5–7 Cr
Owner: Sherlin✓Message receivedComplete
✓Qualification gate passedComplete
✓Requirements savedComplete
04Routing appliedIn progress
05Advisor alertedQueued
06Activity loggedQueued
LEAD ATTRIBUTES
Current statusCall back
- ✓ Country: India
- ✓ Purpose: Self Use
- ✓ Preferred call: Morning
- ✓ Source: Meta Ad
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.
Follow-Up Depends on Memory
Turn a promised callback into a scheduled task with an advisor reminder.
No Auditability
Record notification, note and status events automatically in the lead history.
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 ↗Qualified Handoffs
The advisor receives the project, budget, purpose, timeline and call preference before making contact.
Automatic Notifications
Alert the assigned advisor when a qualified organic, ad or chatbot lead arrives.
Reliable Callback Control
Queue one reminder for the saved callback and reset it cleanly when the schedule changes.
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→
02Qualification gate passed→
03Requirements saved→
04Routing applied→
05Advisor alerted→
06Activity logged
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 ↗01Which steps are automated in the live CRM?＋
The deployed workflow automates chatbot qualification, lead assignment, new-lead notifications, callback reminders, list refreshes and activity logging.
02Does automation replace the salesperson?＋
No. The advisor reads the transcript, calls the lead, chooses the correct outcome status, schedules callbacks and adds factual notes.