Follow-ups on autopilot

Most leads are lost because nobody followed up in time. Realease schedules the follow-up, reminds the agent, and keeps buyers warm with automated WhatsApp, SMS and email sequences.

Automation & WhatsApp screen in Realease CRM

What you get with automation & whatsapp

Follow-up reminders

Every lead has a next action. Agents see today’s and overdue follow-ups the moment they open the app, with push notifications.

Nurture sequences

Drip project updates, offers and site visit invites over WhatsApp, SMS and email until the buyer is ready.

WhatsApp from the CRM

Send templates and reply to buyers from the lead’s timeline, with every message logged against the lead.

Automation rules

When a lead changes stage, a visit is done or a payment is due, trigger tasks, messages and assignments automatically.

SLA alerts

Set how long a lead may stay in each stage. Realease flags breaches and alerts the owner and their manager.

FAQ

Automation & WhatsApp: common questions

Still have a question? Talk to us.

Does Realease work with the WhatsApp Business API? +

Yes. Connect your WhatsApp Business API number to send templates and nurture messages from the CRM.

Can I automate lead assignment? +

Yes. Routing rules can assign leads by project, source, budget, location or round-robin, and respect each agent’s maximum active leads.

See Realease with your own projects

A 30-minute walkthrough tailored to how your team sells. We’ll show you lead capture from your portals, site visits, partners and bookings.

Book a free demo