Studio Login
CRM LoginWhat is it?
A CRM feature that connects WhatsApp conversations to CRM records, client criteria, summaries and follow-up tasks.
WhatsApp Assistant inside CRMTurn WhatsApp conversations into trackable real estate sales work.
When a client sends the first message, the information should not stay trapped on one phone. Estafy WhatsApp Assistant links the conversation to the right client, collects search criteria, summarizes the discussion and makes the next agent action visible.
Direct answer
Estafy WhatsApp Assistant links WhatsApp conversations to CRM records, client criteria, conversation summaries and agent tasks. It is not a separate app; it is a CRM feature available in Estafy Growth and Executive.
Demo product view
New inquiry linked to a client record
Criteria
Budget, area and room needs collected
Task
Follow-up action assigned to the agent
Updated
July 27, 2026
Expert
Estafy product team
Package
Included in Growth and Executive CRM plans
Who is it for?
Real estate teams that want incoming messages out of personal phones and into the shared sales workflow.
How does it work?
It matches the conversation to a phone or client record, creates a lead when needed and assigns the next action.
Which plan?
Estafy Growth and Estafy Executive. It is off in Estafy Core.
How is data handled?
WhatsApp activity becomes visible within CRM permissions, so team members only see records they are allowed to access.
Features
A fast-scannable scope
WhatsApp Assistant is not a separate application. If Meta/WhatsApp conversation costs are outside the plan, they must be shown clearly on the pricing page.
Link WhatsApp conversations to CRM records
Create a new client or lead from a message
Phone matching and duplicate lead control
Collect budget, location, room and timing criteria
Conversation summary and response draft
Safe automatic reply rules
Controlled handoff to a human agent
Create task and calendar actions from a conversation
Lead warmth and priority signal
Team visibility through the communication center
Move the lead from a phone screen into office memory.
If a WhatsApp conversation stays only on one agent's phone, the team loses visibility. WhatsApp Assistant connects the conversation to the CRM record so follow-up becomes trackable work.
New lead creation
Existing client matching
Duplicate lead control
Make criteria and intent easier to act on.
Budget, location, room count, timing and objections can be summarized from the conversation. The next action becomes clearer for the agent.
Criteria collection
Conversation summary
Response draft
Use automation with human control.
Safe automatic reply rules are supported, but conversations can be handed over to a human agent. The goal is not replacing the relationship, it is making follow-up visible.
Controlled handoff
Task action
Team visibility
FAQ
Short answers
Is WhatsApp Assistant a separate app?
No. It is a feature of the Estafy Growth and Executive CRM plans.
Is it included in Core?
No. WhatsApp Assistant is off in Estafy Core.
Can it create tasks from conversations?
Yes. Suitable conversations can produce agent tasks and calendar actions.
Are Meta/WhatsApp fees included?
If there is a Meta/WhatsApp conversation cost outside the plan, it must be shown separately on the pricing page.