CRM Integration for Property Agencies in Bali

A complete CRM foundation for real estate agencies, villa sales teams, developers, and property management companies in Bali and across Indonesia — designed to organize inquiries, track deals, automate follow-ups, and create a predictable sales pipeline

CRM integration for property agencies in Bali. Automated inquiry routing, WhatsApp follow-ups, lead qualification, and sales pipelines tailored to real estate workflows.

What We Build

  • Real Estate Sales Pipeline: A complete pipeline tailored to Indonesian real estate: lead qualification (budget, location, purpose, timeline), viewing scheduling, offer and negotiation stages, automated follow-up, deal closing workflow, post-sale documentation and reminders. Clear, visual tracking for both agents and managers.
  • WhatsApp CRM Integration: Since 90%+ of real estate communication in Indonesia happens on WhatsApp, we integrate it directly: new inquiries automatically enter the CRM, templates for viewing confirmation, follow-up, and offers, auto-tagging and auto-assignment rules, WhatsApp-based reminders (follow-up, viewing, offer), multi-agent routing. Your WhatsApp becomes organized and trackable.
  • Automated Property Detail Sharing: Agents no longer need to manually compose messages. We automate: property brochures (PDF), detail sheets with images, price, location, map, availability status updates, saved favorites / shortlisted units. Consistent, professional, and instantly delivered to clients.
  • Viewing & Appointment Calendar: We implement scheduling that syncs with your CRM: property viewings, virtual tours, Zoom consultations, agent availability, reminders and confirmations. A structured calendar increases viewing attendance and speeds up decision-making.

Common Problems in Property Agencies

  • Inquiries scattered across WhatsApp, Instagram, website forms, email
  • No structured pipeline (new → viewing → offer → negotiation → closed)
  • Lost leads when agents are offline
  • No follow-up reminders or automation
  • Manual copy-paste of property details for each client
  • No tracking of agent performance

CRM Integration for Property Agencies in Bali

A complete CRM foundation for real estate agencies, villa sales teams, developers, and property management companies in Bali and across Indonesia — designed to organize inquiries, track deals, automate follow-ups, and create a predictable sales pipeline

Built for Industry

Built for Indonesia's Real Estate & Property Sector

We work with businesses that need more than just a "nice website" — they need a real digital system.

01

Real estate agencies (sales & rental)

02

Villa sales teams & developers

03

Property management & operator groups

04

Off-plan development sales teams

05

Investment platforms & buyer representatives

06

Agencies working with Australia, Singapore, Hong Kong, Europe

07

Teams managing dozens or hundreds of inquiries per week

Whether you're fully booked in high season and empty in shoulder months, or just starting to build your direct booking channel — your website should work as a reliable, measurable engine behind your occupancy.

Common Problems

Common Problems in Property Agencies

Most property agencies in Bali and Indonesia share the same issues:

Inquiries scattered across WhatsApp, Instagram, website forms, email
No structured pipeline (new → viewing → offer → negotiation → closed)
Lost leads when agents are offline
No follow-up reminders or automation
Manual copy-paste of property details for each client
No tracking of agent performance
No overview of which marketing channels bring buyers
No multilingual communication system
No single source of truth for client data

We replace this with a unified CRM that fits how real estate teams actually work

Solutions
Solutions

What We Build

A complete pipeline tailored to Indonesian real estate: lead qualification (budget, location, purpose, timeline), viewing scheduling, offer and negotiation stages, automated follow-up, deal closing workflow, post-sale documentation and reminders. Clear, visual tracking for both agents and managers.

Since 90%+ of real estate communication in Indonesia happens on WhatsApp, we integrate it directly: new inquiries automatically enter the CRM, templates for viewing confirmation, follow-up, and offers, auto-tagging and auto-assignment rules, WhatsApp-based reminders (follow-up, viewing, offer), multi-agent routing. Your WhatsApp becomes organized and trackable.

Agents no longer need to manually compose messages. We automate: property brochures (PDF), detail sheets with images, price, location, map, availability status updates, saved favorites / shortlisted units. Consistent, professional, and instantly delivered to clients.

We implement scheduling that syncs with your CRM: property viewings, virtual tours, Zoom consultations, agent availability, reminders and confirmations. A structured calendar increases viewing attendance and speeds up decision-making.

Indonesia's property market is global. We support multilingual communication: English for most foreign buyers, Indonesian for local clients, Chinese for investment groups, Russian for Bali property buyers. Each flow can have its own templates and fields.

We configure: automatic assignment to available agents, escalation rules for high-value buyers, conversion tracking per agent, source/channel tracking (Google, Instagram, referrals, websites). Managers get real visibility into performance.

We work with: HubSpot, Bitrix24, Zoho, Notion-based custom CRM, custom-built pipelines tailored to real estate logic. Your CRM becomes a central system — not another disconnected tool.

Process

How We Work With Property Agencies

We work with hospitality businesses to build digital systems that convert visitors into guests and inquiries into bookings.

Step 01

Audit & Strategy

Mapping all inquiry channels, team structure, and sales workflow

Step 02

Pipeline & Flow Design

Defining stages, automations, WhatsApp templates, and assignment logic

Step 03

Implementation & Integration

Setting up CRM, WhatsApp API, website integrations, calendars, and dashboards

Step 04

Training & Activation

Teaching your team how to use the system with SOPs and clear processes

Step 05

Optimization & Reporting

Measuring response time, conversions, viewing rates, and improving continuously

Hospitality Website Development Process

CLIENTS TYPICALLY SEE:

01

No more lost inquiries

02

Faster follow-ups and structured communication

03

Agents work with clarity and accountability

04

Higher booking-to-viewing and viewing-to-offer conversion rates

05

Consistent communication across the whole team

06

Automated reminders and follow-up sequences

07

Better buyer experience for foreigners and locals

08

Clear visibility into performance and marketing ROI

Testimonials

What Founders
Say

When I started Twin Palms, most of our bookings came from different channels — and it was chaos. H-Studio built a unified system that connects inquiries, bookings, and payments in one place. Now everything runs automatically — from guest emails to analytics. It feels like we finally have a real digital backbone for hospitality.

Nick Allen, Founder at Twin Palms, Bali, Indonesia

Nick Allen, Founder at Twin Palms, Bali, Indonesia

Our team at Sovrn and Bali Villa Hub needed a tech partner who could think strategically — not just code. H-Studio built a scalable backend and lead pipeline for our investment platform, integrating property data, analytics, and client workflows. The result is an ecosystem that runs itself.

Octavius Ra, Founder at Sovrn Project / Bali Villa Hub
Toronto / Bali

Octavius Ra, Founder at Sovrn Project / Bali Villa Hub Toronto / Bali

FAQ

Frequently Asked Questions