You’d be surprised how many opportunities are lost every day simply because a WhatsApp conversation isn’t recorded in the CRM. It’s probably happened to you more than once.
- “Hi, is this apartment still available?”
- “Do you have more photos?”
- “Can we arrange a viewing this week?”
You reply quickly, send information, agree to speak later… and that’s it.
You don’t note it down. It doesn’t go into the CRM. And a few days later, that lead no longer exists — for you or for your team.
With so many open chats every day, it’s easy for this to happen. But the truth is, you’re letting real, interested contacts slip away — people who might end up buying (perhaps from another agency that does follow up).
WhatsApp has become the main communication channel... and also the most neglected when it comes to logging and follow-up.
What happens when you don’t record your WhatsApp leads?
Many agents reply on WhatsApp, answer questions… and that’s where it ends. The chat gets buried, and there’s no record of:
- Who the client was
- Which property they enquired about
- What level of interest they showed
- Where the conversation was left off
And this has real consequences:
- You forget who asked and about which property
- You can’t easily recover the most interested leads
- You lose valuable information that could close a sale later
- No follow-up is possible
- You can’t measure WhatsApp’s real impact
- If the client messages again, you have to start from scratch (and if another colleague replies, chaos ensues)
The result? Lost sales opportunities. Time wasted. And that constant feeling of “lots of chats, few results”.
At a time when WhatsApp is the number one contact channel for most buyers, not keeping a record of these conversations is like letting leads walk out the back door.
But it doesn’t have to be that way.
Log your WhatsApp enquiries directly into your Mediaelx CRM
The ideal approach is to add the contact the moment the conversation happens. With the Mediaelx CRM, you can do this instantly without interrupting your workflow:
✅ Create the contact quickly from any device
✅ Link the lead to a specific property
✅ Add notes and reminders for future follow-up
✅ View the full history of conversations and actions at a glance
✅ Assign a score based on priority or commercial interest
✅ Indicate the client’s language to provide the right attention
✅ Upload attachments
✅ Share information with your team, avoiding duplicates
And what about users who contact you from a computer and don’t have WhatsApp Web?
There’s another situation that can make things even trickier.
Many users search for properties from their computer and don’t have WhatsApp Web configured. When they click on the WhatsApp icon on your website, the chat doesn’t open.
No message. No data. No lead. The contact is lost before the conversation even begins.
This issue is more common than it seems and particularly affects older buyers or those who simply haven’t linked WhatsApp Web to their browser.
And the worst part: you don’t even know that the client tried to reach you.
The solution: a pop-up window that captures the lead before it’s lost
At Mediaelx, we’ve developed a practical solution to eliminate this double problem: a system that automatically logs the lead into your CRM before the chat even opens.
How does it work? (Desktop only)
- The user clicks on the WhatsApp icon on your website.
- Instead of opening the chat directly (which may fail on desktop), a small pop-up appears, styled like a WhatsApp chat.
- The user enters their name and phone number.
- When they click “Chat on WhatsApp”:
- If they have WhatsApp Web, the chat opens normally.
- If they don’t, the lead is automatically saved in your CRM, ready for your agent to follow up manually on WhatsApp.
What are the benefits?
✅ Capture the contact before losing it, even if the user never opens WhatsApp Web
✅ Receive their name and phone number, just like a form
✅ Follow up directly from the CRM, just like any other lead
✅ No change to the user experience, as it looks like a normal WhatsApp chat
✅ Your whole team sees the lead, avoiding duplicates and improving customer service
Your leads better organised, your sales better focused: our CRM makes it happen
With this improvement, WhatsApp stops being an isolated channel and becomes a fully integrated lead-generation tool within your real estate CRM.
Every conversation counts. Every lead is logged. And every opportunity can be properly followed up.
Don’t lose any more contacts through WhatsApp. Make every conversation a real opportunity within your CRM.
If you’d like your website to automatically record WhatsApp contacts and improve your commercial control, get in touch with the Mediaelx team. We’ll help you connect your website, WhatsApp, and CRM into one efficient, profitable workflow.
- WhatsApp: +34 601 223 257
- Phone: +34 600 567 207
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