Statuses Go Stale
Make the post-call status update the central action in the advisor workflow.
REAL ESTATE SALES OPERATIONS
Keep the Sales Queue Current After Every Call
Give advisors a clear daily routine and give managers a trustworthy view of workloads, outcomes and conversions.
✓ Role-Based Dashboards✓ WhatsApp Qualification✓ Callback Reminders
SALES ADVISOR QUEUE
LEAD ACTIVENew → Call back → Follow up → Deal success
PS
LEADPriya Sharma
PROJECTThe Westin Residences
BUDGET₹5–7 Cr
Owner: Sherlin✓Open assigned leadComplete
✓Read transcriptComplete
✓Call customerComplete
04Select outcomeIn progress
05Schedule if neededQueued
06Add noteQueued
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.
Callbacks Are Forgotten
Store an exact follow-up date and time instead of relying on a personal reminder.
Managers Lack Visibility
See advisor lead counts, conversion yield and project interest from the admin dashboard.
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 ↗Practical Daily Routine
Start with New leads, review Call back, retry Did not pick up and finish with warm Follow up records.
Permanent Context
Attach factual internal notes to the lead so the next call starts with the right history.
Conversion Reporting
Track Deal success outcomes by advisor and against the filtered lead set.
CONNECTED WORKFLOW
From First Ad Signal to Closed Site Visit.
Every step executes on time-and-event triggers tailored to your sales playbook.
01Open assigned lead→
02Read transcript→
03Call customer→
04Select outcome→
05Schedule if needed→
06Add note
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 call outcomes can an advisor record?＋
The workflow supports New, Call back, Did not pick up, Not reachable, Follow up, Site visit, Wrong no., Deal success, Rejected and Not interested.
02Can managers review advisor performance?＋
Yes. Admin workload cards show each advisor’s total assigned leads, converted count and conversion yield.