Scattered Lead Context
Keep the buyer requirement, WhatsApp transcript, source, owner, notes and activity history together.
REAL ESTATE CRM
A Real Estate CRM Built Around Actual Sales Work
Give administrators and sales advisors one place to capture, assign, call, update, schedule and review every property enquiry.
✓ Role-Based Dashboards✓ WhatsApp Qualification✓ Callback Reminders
LEAD RECORD
LEAD ACTIVEThe Westin Residences · Call back
PS
LEADPriya Sharma
PROJECTThe Westin Residences
BUDGET₹5–7 Cr
Owner: Sherlin✓Enquiry capturedComplete
✓Requirement storedComplete
✓Advisor assignedComplete
04Lead calledIn progress
05Status updatedQueued
06Next action trackedQueued
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.
Unclear Ownership
Route qualified leads by project rule or round-robin and show each advisor only their assigned queue.
Missed Follow-Ups
Use clear call-outcome statuses, scheduled callbacks and WhatsApp reminders to make the next action visible.
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 ↗Role-Based Dashboards
Admins see the full operation while advisors work from a focused personal lead list.
Real Sales Statuses
Track New, Call back, Did not pick up, Follow up, Site visit, Deal success and other real call outcomes.
Verifiable Activity
Keep permanent internal notes and a read-only history of assignments, notifications and status changes.
CONNECTED WORKFLOW
From First Ad Signal to Closed Site Visit.
Every step executes on time-and-event triggers tailored to your sales playbook.
01Enquiry captured→
02Requirement stored→
03Advisor assigned→
04Lead called→
05Status updated→
06Next action tracked
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 ↗01What information is stored on a lead?＋
The deployed CRM stores the interested project, country, budget range, purchase purpose, decision timeline, preferred call time, owner, source and conversation history.
02What is different for admins and sales advisors?＋
Admins see all leads, source queues, team workloads and reporting. Each sales advisor sees only the leads assigned to their account, plus personal metrics and callbacks.
03Can the CRM schedule callbacks?＋
Yes. Set the lead status to Call back, choose the exact date and time, and save. The assigned advisor receives one WhatsApp reminder approximately a day before.