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How Efecient’s WhatsApp Bot & CRM Combo Turn “Hi” into a Deal

Imagine your prospect taps “Hi” on WhatsApp at 11 pm, answers five simple questions in under 30 seconds, and you wake up the next morning with a perfect lead profile—ready to call, email, or message back. Welcome to the future of real-estate sales, powered by Efecient’s zero-typing WhatsApp funnel and instant CRM integration.

From “Hi” to Hand-Picked Leads

Gone are the days of scribbling notes on scraps of paper or hunting through endless Excel rows. With Efecient, every new “Hi” triggers our chat-butler, who guides your prospect through a friendly, button-click Q&A:

  1. Transaction Type: Buy, Sell, or Rent
  2. Budget: Numeric input, auto-validated
  3. Location: Area & locality from a quick menu
  4. Configuration: 2 BHK, Studio, Commercial sq ft
  5. Preferences: Furnishing status, pet-friendly, society rules
  6. Occupation: Company name & role

Once complete, the lead pops into your dashboard—and pings your sales team instantly.

Game-Like WhatsApp Chat

We turned a boring form into a mini-quiz. Prospects tap buttons instead of typing essays. No more typos, no more confusion, and no more drop-offs at question three.

  • Why it works: People love instant feedback. A conversational UI feels like texting a friend, not filling out a form.
  • Benefit for you: 95% completion rates—even in Tier-3 towns.

Instant CRM Magic

As soon as the prospect finishes the chat, Efecient’s API creates or updates a lead in your CRM. No manual copy-paste, no missing details:

Lead record auto-populated with budget, location, preferences, and more.

  • Instant Alerts: Your WhatsApp group or CRM notifies agents the moment a new lead arrives—no more “Did you see that message?”
  • Clean Data: Every field is tagged and standardized, so you can filter by budget, pet-friendly, or proximity to school in one click.

QR Code for Walk-Ins

Office chaos? Print our custom QR-code poster on reception. Walk-in visitors simply scan, tap through the same friendly chat, and their details land in your CRM while your staff focus on closing deals.

AI-Matched Listings

Why make prospects wait? As soon as their profile is complete, Efecient’s AI engine pushes the top 3 property matches right back into the WhatsApp chat:

“Based on your budget of ₹50 L–₹70 L and preference for 2 BHK near Metro, here are 3 homes we think you’ll love…”

This surprise “Here they are!” moment turns casual browsers into serious buyers.

Real Results from Real Agents

“I was worried a bot couldn’t replace human touch. Turns out prospects love the quiz, and I closed two extra deals in week one!”

— Anil Rao, Metro Properties, Pune

“We hung the QR poster and freed our staff from data-entry. Now they focus on clients, not computers.”

— Sunita Verma, SunCity Realtors, Lucknow

Ready to Revolutionize Your Sales?

  1. Sign Up in 30 seconds (no credit card).
  2. Connect WhatsApp with one click.
  3. Print & Hang your custom QR code.
  4. Watch Leads & AI Matches flow in—zero typing, zero headaches.

👉 Start Your Free 50-Lead Trial at efecient.com

Your next deal could be just one “Hi” away.