Every agent keeps their buyers on their own phone
Conversations live in each agent’s personal WhatsApp. When they go on holiday or leave the agency, those contacts leave with them.
Viliera CRM · Estate and letting agents
The CRM for estate agents that replies before the agency across the street
Anyone asking about a flat is usually asking about three more at other agencies. Viliera captures every contact with the campaign or form they came from, replies on WhatsApp straight away and organises each agent’s day.
Card required · Set up in minutes · Support in English and Spanish
Today · who to call first
3 pending- Javier R.New, not called yet · Website form
- Elena M.Cancelled the viewing: rebook
- Óscar T.Post-viewing follow-up due today
Stages for real estate
- New
- Contacted
- Viewing booked
- Viewing done
- Interested / offer
- Deal closed
The problem
What slips through every week
The first reply arrives too late
Interested buyers message several agencies at once. The one that replies first is usually the one that gets the viewing.
Viewings that never turn into offers
After showing the property, nobody calls back, or the call comes when the buyer has already seen another one.
How Viliera solves it
Features already in the CRM, applied to your day-to-day
Every contact, with its source
Website forms with your own questions (area, budget, buying or renting), website chat, WhatsApp and Meta Lead Ads. Each contact keeps its campaign and page, and if they write twice there is no duplicate.
WhatsApp AI at any hour
Replies with what you teach it: the areas you cover, how viewings are arranged, which documents tenants need. And it hands over to the agent when a person is needed.
A voice agent for new contacts
An AI voice agent can call new contacts to confirm their interest and a convenient time, and leaves a summary of the call on the record.
Viewings in each agent’s calendar
A calendar per agent with email reminders and WhatsApp confirmation. If the buyer can’t make it, they appear in “Today” so you can find another time.
The portfolio belongs to the agency
Roles and permissions: each agent works their own contacts and the manager sees them all and can reassign them. Calls, messages and notes stay on the record.
Performance by agent and by source
Reports by agent, channel and stage: which campaigns produce deals and where each agent gets stuck.
An example, step by step
One buyer, from first question to offer
An illustrative case with fictitious names: this is how Viliera is used on a normal day.
Saturday, 11:20
A form from an ad
Javier fills in the form for a flat on your website after seeing an ad. He comes in as a new contact with the source campaign and his answer to “maximum budget”.
Saturday, 11:30
A call from the voice agent
The AI voice agent calls him, confirms he wants to buy in that area and which afternoons he can do viewings. The summary is saved on the record.
Monday, 9:00
In the assigned agent’s “Today”
Javier appears in the agent’s list with the reason. She calls him from the CRM and books Tuesday’s viewing, which he receives on WhatsApp to confirm.
Tuesday
Viewing and next step
After the viewing, the agent marks it “Viewing done”, notes what he thought and sets a follow-up for two days later.
Thursday
Offer
The follow-up comes back to “Today”. Javier wants to make an offer: he moves to “Interested / offer” and the manager sees it in the team report.
Frequently asked questions
There is no direct connection to portals. You can import portal contacts from a CSV, or connect them by webhook as a custom integration. Contacts from your website, chat, WhatsApp and Meta Lead Ads come in automatically.
More industries
Viliera CRM for other industries
- CRM for clinicsFirst visits, WhatsApp confirmations and follow-up on every treatment quote.See page
- CRM for law firmsQualified enquiries, a first consultation in the calendar and a signed engagement letter.See page
- CRM for academiesInformation requests, open sessions and enrolments during peak season.See page
- CRM for agenciesOpportunities with their UTM, discovery meetings and signed proposals.See page
We’ll show you with a case like yours
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