3 PIN Realty
3 PIN Realty
CRM

Admin Login

← Back to home
3 PIN Realty
3 PIN Realty
Lead CRM
← Property Intelligence Finance
0 total leads
🏢 Property Intelligence ₹ Finance
Agent Workflow
Click any block to set it up below.
🔌 Channels
🟢
WhatsApp
Not connected
Not connected
Opens a secure Meta popup — log into your own WhatsApp Business account there. Nothing is typed in here, and your credentials never touch this site.
✓ —
📚 Knowledge Base
Connect listings, price lists, or brochures. The bot answers buyers using only what you add here.
🧑‍💼 Role & Persona
👋 Welcome Message
📋 Required Info to Collect
🪜 Conversation Steps
🚧 Guardrails
🎨 Tone
💬 Live Test Chat
Send a message to test the bot with your current draft workflow.
💬 WhatsApp
Sent Details
🧭 Where this lead stands
📇 Lead Info
💬 TailorTalk
📦 Raw Meta Form Data
show / hide raw fields
🕓 Timeline
Leave as-is to keep the current follow-up, or change it before saving a note.
Add New Lead
—
Property details shared?
⚠️ Lead Already Exists
This phone number already belongs to a lead in the CRM. Duplicate leads aren't allowed.
Changes if you update
Fields you left blank or at their default (stage, sent details, follow-up) are kept as-is. Every change above is written to the lead's history and summarised in a new note.
The existing lead
Manage Pipeline Stages
Log Follow-up
Leave the date blank if this lead needs no further follow-up right now.
Follow-up Digest
Sent from your connected WhatsApp Business number. Bare 10-digit numbers are assumed +91.
Dashboard Summary Email
Same numbers as the Dashboard tab — today's activity, overdue follow-ups, pipeline, and more.
Why?
Export Leads