WhatsApp Assistant inside CRMWhen a client sends the first message, Estafy creates or matches the lead, clarifies the need, finds suitable listings and sends the summary with the next task to the right agent. In Executive CRM, AI Secretary turns the same signals into owner summaries.
Direct answer
WhatsApp Assistant turns messages into leads, criteria, listing matches and agent tasks. AI Secretary summarizes that operation for the office owner in Executive CRM; both belong to the CRM workflow, not separate apps.
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
What it does
Creates or matches a unique lead record from the first WhatsApp message
Collects budget, location, room count and timing criteria naturally
Finds suitable listings and prepares a clear conversation summary
Hands the lead to the right agent together with the next task
Keeps the conversation visible inside the office CRM permissions
How it works
The phone number is checked and the client or lead record is opened.
AI clarifies the request without turning the conversation into a rigid form.
Suitable inventory is selected from the office's authorized portfolio.
The summary, matching listings and next task reach the right agent.
Owner visibility
In Executive CRM, AI Secretary turns WhatsApp and CRM signals into morning, midday and evening owner summaries; highlights risky follow-ups and speeds up tasks, appointments and agent assignments with natural-language commands.
Studio Login
CRM Login