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How Do You Automate Real Estate Sales on WhatsApp?

2026-09-21 6 min

Short answer

To automate real estate sales on WhatsApp you need three things: the official WhatsApp Business API (not the salesperson's personal phone), a CRM that logs every conversation by project and an AI agent that responds instantly. Unami brings all three together and has Serux built in. It has already processed more than 1 million WhatsApp messages for over 500 companies.

Why a salesperson's personal WhatsApp is a risk

When each salesperson works from their own phone, the company cannot see conversations or measure response times, and if the salesperson leaves, the pipeline leaves with them. Mass sends from personal numbers also tend to get blocked. The official API solves both: corporate number, centralized history and campaigns with approved templates.

The ideal automated flow

  • The lead arrives from Meta Ads, a portal or the website.
  • Serux replies within seconds on WhatsApp with project information.
  • It qualifies: budget, unit type, purchase timeline, payment method.
  • It assigns the right salesperson and books the visit.
  • It follows up automatically with those who go quiet, without being pushy.
  • It logs everything in the project pipeline to measure conversion.

Mass campaigns that actually work

  • Segment by project, unit type or funnel stage.
  • Use WhatsApp-approved templates to avoid blocks.
  • Personalize with the client's name and the unit they quoted.
  • Measure replies and conversions, not just sends.

In Unami you simply ask Serux to "send the phase 2 pre-sale to everyone who quoted in the last 60 days and did not reserve".

What should not be automated

Negotiation, visits and closing remain with the salesperson. Automation ensures no lead goes unanswered and that the salesperson reaches the client already qualified.

Frequently asked questions

Does the AI sound like a robot?

Serux answers with real project information in natural language and hands over to a salesperson when the conversation requires it.

Can it be used with Meta Ads?

Yes. Unami captures Meta Ads leads and takes them straight into a WhatsApp conversation.

Where can I see it?

At Unami. Also read how AI automates real estate sales.

Bring Serux into your operation

Serux works inside these platforms. Pick the one that solves your challenge: project management, estimating or real estate sales.