WHATSAPP & EMAIL AUTOMATION
WhatsApp and email automation built for real estate sales
Send personalised WhatsApp and email campaigns, sequences and follow-ups from Vastu CRM, the real estate CRM with WhatsApp integration.
- WhatsApp campaignsPersonalised messages from your business account.
- Email from your domainSend from your own company email address.
- Sequences and follow-upsKeep every lead moving after the site visit.
Reach your real estate leads on WhatsApp
Pick a lead segment, choose an approved template and send it through the WhatsApp Business API, without messaging every buyer by hand.
New WhatsApp campaignVastu CRM + Gallabox-
Lead segmentStep 1
- ProjectSkyline Towers
- StatusSite Visit Done
- ClassificationHot
- Assigned repAll
124leads selected
- RIRohan Iyer
- AMAarav Mehta
- DMDev Malhotra
- MNMeera NairWarm
+ 121 more leads match
-
Choose a templateStep 2
- Site visit follow-upApproved
- New project launch
- Cost sheet
- Booking reminder
- Payment reminder
From 170+ templates imported from Gallabox
-
PreviewStep 3
Preview with lead data
- RIRohan
- AMAarav
- DMDev
Hi Rohan, thank you for visiting Skyline Towers. Would you like us to share the available units?Site visit follow-up
-
SendStep 4
- Recipients124 leads
- TemplateSite visit follow-up
- Sent throughWhatsApp Business API
- Logged toEach lead’s timeline
Campaign ready
- Targeted, not blastedFilter by project, status, source, classification or rep before you send.
- Approved templates onlyBulk messages go out as WhatsApp-approved templates through Gallabox.
- Every send on the leadEach message appears in the lead’s 360 timeline for the rep who owns it.
Start with ready‑to‑use WhatsApp templates
Pick from 170+ templates imported from Gallabox, fill them with each lead’s CRM data and preview the message before it goes out.
WhatsApp templates170+Name, variables and message body come in with each template
- Import from Gallabox
- Write with AI
- Site visit follow-upHi {{name}}, thank you for visiting {{project}}
- New project launchHi {{name}}, we have launched a new project
- Cost sheetHi {{name}}, sharing the cost sheet for yourIn use
- Booking reminderHi {{name}}, a quick reminder about your booking
- Payment reminderHi {{name}}, your next payment is due on
+ 165 more templates
Template Cost sheetApproved
Hi {{name}}, sharing the cost sheet for your {{unit_type}} at {{project}}. Shall we fix a time to discuss it?
CRM data from Rohan Iyer
- {{name}}Rohan
- {{unit_type}}3BHK
- {{project}}Skyline Towers
Personalised message
Hi Rohan, sharing the cost sheet for your 3BHK at Skyline Towers. Shall we fix a time to discuss it?Ready to send
- Template with variables
- CRM data from the lead
- Personalised message for each buyer
Send real estate emails from your own domain
Email leads and customers from your company address, through a custom domain and SMTP or a connected Gmail account, without leaving Vastu CRM.
- Fromsales@yourcompany.com
- To124 leadsSkyline Towers segment
- SubjectNew 3BHK homes at Skyline Towers
STSkyline Towers
Hi {{name}}, new 3BHK units are now open at Skyline Towers, with floor plans and prices ready to share.
View detailsRegards,
Sales team, Skyline Towers
- Custom domain / SMTP
- Gmail
- STSkyline Towers Sales10:30 AMNew 3BHK homes at Skyline TowersHi Aarav, new 3BHK units are now open
- HSHousing society officeYesterdayMaintenance notice
- INInsurance renewalMonYour policy documents
FromSkyline Towers Salessales@yourcompany.com
Hi Aarav, new 3BHK units are now open at Skyline Towers, with floor plans and prices ready to share.
Logged to Aarav’s timeline in Vastu CRM
Drip automation
Automate follow-ups that happen on time
Build multi-step WhatsApp and email sequences that respond to lead events, instead of relying on reps to remember every follow-up.
- Starts: new lead
- Stops: lead replies
- Up to 10 steps, minutes to days
- StartsNew lead
- StopsLead replies
Up to 10 steps, minutes to days apart
- New leadDev, from websiteMon 10:02
- 10 min
- WelcomeWhatsAppMon 10:12
- 1 day
- Project detailsEmailTue 10:12
- 2 days
- Site visit inviteWhatsAppThu 10:12
- Dev repliedThu 11:40“Saturday works”
- StoppedNo more messages
- Not sent, Dev replied:
- Offers +3 days
- Check-in +2 days
- New leadDev, from websiteMon 10:0210 min
- WelcomeMon 10:121 day
- Project detailsTue 10:122 days
- Site visit inviteThu 10:12
- Dev repliedThu 11:40“Saturday works”Sequence stopped
- Offers, +3 daysNot sent
- Check-in, +2 daysNot sent
Let sales events trigger the right message
Choose the CRM event that starts each sequence: a new lead, a status change, a booking, a payment due or a manual enrol.
- New leadStart the first response
- Status changeSend the next step
- Booking confirmedBegin post-bookingLive
- Payment due or overdueRemind before and after
- Manual enrolAdd any lead, any time
Vastuautomation
- WhatsAppSent
- EmailSent
VRVikram RaoBooked A-0305Post-booking welcome started
Every conversation stays connected to the customer
Your team talks on WhatsApp and email while every message, visit and cost sheet stays on the same CRM record.
- WhatsApp
- CRM
- New lead, 99acresWed 9:40
- Site visit inviteWed 9:52
- Site visit doneSat 11:00
- Cost sheet sharedMon 10:05
- Cost sheet, B-0903Mon 10:06
- Rohan: talk Friday?Mon 10:21
- Follow-up, PriyaFri 10:00
- Next: booking talkUp next
On Rohan’s record
- WhatsApp3
- Email1
- CRM events3
7 touchpoints, one timeline
Works with
- Lead Management
Every lead with its full 360 timeline
- Cost Sheets & Pricing
The cost sheet Rohan received, built per unit
- Collections
Demand letters and reminders after booking
- Lead Management
WhatsApp + email + CRM
Turn every follow-up into a timely conversation
Reach leads on WhatsApp and email, automate repetitive follow-ups and keep every message on the customer’s CRM record.
- Zero installation cost
- Free onboarding
- All features on every plan
Questions about WhatsApp and email automation
What real estate sales teams ask before moving their follow-ups into a CRM.
What is WhatsApp automation for real estate?
WhatsApp automation for real estate means your CRM sends the right WhatsApp message when something happens to a lead or customer, instead of a sales rep having to remember it. In Vastu CRM, a new lead, a status change, a booking or a payment due date can start a sequence of approved WhatsApp templates and emails, spaced minutes, hours or days apart, and every message is logged on the lead’s record.
Does Vastu CRM support the WhatsApp Business API?
Yes. Vastu CRM connects to the WhatsApp Business API through Gallabox, so you can send approved template messages in bulk to filtered lead segments and run automated sequences. You can also connect a personal WhatsApp number by scanning a QR code for informal follow-ups alongside your business messaging.
How many WhatsApp templates does Vastu CRM provide?
Vastu CRM gives you access to 170+ WhatsApp templates, imported directly from Gallabox in one click. Each template comes in with its name, variables and message body, you can preview it with sample lead data before sending, and you can write new templates with AI assistance.
Can I send WhatsApp campaigns to selected leads?
Yes. You pick the audience with the same filters you use for your pipeline, such as project, status, source, classification or assigned rep, choose an approved template and send it to that segment in one go. Each message is then recorded on the timeline of the lead who received it.
Can I send real estate emails from my own domain?
Yes. Vastu CRM sends campaigns, automations and demand letters from your own branded email domain through a custom domain or SMTP setup. You can also connect a Gmail account with Google sign-in and send outreach emails directly from the CRM.
Can Vastu CRM automate WhatsApp and email follow-ups?
Yes. Drip automations work as real estate drip campaign software inside your CRM: a sequence starts when a new lead is created, a status changes, a booking is confirmed, a payment falls due or overdue, or when you enrol a lead manually. Each automation can have up to 10 steps with delays in minutes, hours or days, and it stops on its own when all steps are sent, the lead books, the lead replies or a payment is received.