For real estate agencies
AI sales and marketing tool for real estate agencies.
Ads, Instagram, website and WhatsApp on one screen. The AI agent answers listing-portal leads right away by checking the property code in your spreadsheet, the on-duty broker gets the client ready for the visit, and the sales and rentals portfolio stays with the agency.
- Professional WhatsApp
- Website
- Paid traffic management
Day-to-day pains
Where an agency loses clients without noticing.
"Is it still available?" on Sunday night
The question arrives after hours, and by Monday the client has already seen the property with whoever replied first.
The client list lives on the broker's phone
Conversations stay on each broker's personal WhatsApp. When a broker leaves, the clients go with them.
Visits booked on top of visits
Each broker with their own calendar, and the client waiting at the property's door.
Nobody knows where each client stands
The negotiation stays in the broker's head, and the owner can neither follow it nor forecast it.
Whoever went quiet is never followed up
The prospect disappears after the visit, and the deal is lost with no record.
Weekend shifts are always short-staffed
More brokers on the rota cost a lot, and messages still go unanswered.
The client belongs to the agency.Brokers leave, clients stay.
How it works
From the client's question to the visit booked by the broker.
- 1
Comes in
The message from the property portal, Instagram, the sign or the website lands on the agency's official WhatsApp.
- 2
Replies
The AI agent checks the property spreadsheet and the FAQs and replies right away.
- 3
Routes
When the client wants to visit, the conversation goes to the broker, tagged and in the right pipeline stage.
- 4
Books
The broker confirms the visit on the team calendar, with no two clients at the same time.
What XBASE does for real estate agencies
The whole agency on the same WhatsApp, with a pipeline and an AI agent.
The agency's official WhatsApp
Several brokers on the same number, one owner per conversation and transfers that keep the history.
See official WhatsAppAn agent with the property spreadsheet
The CSV spreadsheet and the FAQs become the agent's files.
See the agent's filesSales and rentals pipeline
Client record, stages and the conversion of each one, without asking brokers for a report.
See Pipeline and CRMEach broker with their own conversations
A broker can see only their own conversations, and the manager sees all of them.
Proposals with the agency's brand
A PDF proposal sent from the conversation itself.
See proposalsInstagram comments become conversations
A keyword comment on a post becomes a Direct message, in the same inbox.
See comment to Direct
To be fair
What stays with your brokers.
Stays with your team
Where XBASE helps
Stays with your team
Confirming availability and visits
Where XBASE helps
The conversation arrives tagged, with the questions answered and the team calendar open.
Stays with your team
Negotiating and closing
Where XBASE helps
Full history, client record and PDF proposal on the same card.
Stays with your team
Following up with whoever went quiet
Where XBASE helps
A Meta-approved message to resume the conversation after the customer service window closes.
To be fair
- The agent does not book visits by itself: the broker books them on the XBASE calendar.
- There is no ready-made integration with property portals or real estate systems, and no automatic lead rotation between brokers.
What you are searching for
CRM, WhatsApp and AI for real estate agencies: what each search finds here.
CRM for real estate agencies
A sales and rentals pipeline, a client record with the history and conversion by stage.
WhatsApp for real estate agencies with multiple agents
The agency's official WhatsApp in the browser, with one owner per conversation.
Chatbot for real estate agencies
Instead of a menu of options, an AI agent that checks the property spreadsheet and replies the way the client asked.
Automatic weekend replies for real estate
The agent replies at night and on Sundays, and the broker gets the conversation ready on Monday.
Frequently asked questions
Questions about CRM and WhatsApp for real estate agencies.
How do I answer "is it still available?" on Sunday night?
With the AI agent on the agency's official WhatsApp. It checks the property spreadsheet you maintain and replies right away; when the question is about availability or a visit, it passes the conversation to the broker to confirm.
How do I stop brokers from taking clients when they leave?
Conversations stay on the agency's official WhatsApp, with the full history in the pipeline. When a broker leaves, the manager passes their clients to another broker.
Can brokers use the same number?
Yes. Several brokers answer on the same number, each with their own conversations, from the browser.
Will the AI say a property is available when it has already been rented?
The agent replies with the spreadsheet you keep updated. Availability and visit questions go to the broker to confirm, already tagged and in the right stage.
Does it integrate with property portals and the agency's system?
There is no ready-made integration. Contacts come in via CSV or XLSX, and the agent reads the property spreadsheet in CSV.
I want someone to build it and run it with me.
As for building it, the XBASE expert team builds it with you. If the idea is to have an outside team running customer service day to day, the team recommends a partner's managed implementation.
Will I lose my WhatsApp number?
The number still belongs to the company. Connecting it to Meta's official API migrates the number: the team starts answering from the browser instead of the phone app. The expert team lets you know before connecting.
Diagnosis with the expert team
Book a diagnosis of your agency's customer service and find out how to answer every listing-portal lead right away.
In a video call, the team learns how your brokers answer today and shows you the agent with your spreadsheet, the sales and rentals pipeline and how conversations pass to the broker.
Do what UPS did
- Meeting by video call
- Nothing to install
- WhatsApp through Meta's official API