About the RoleWe are looking for a CRM & WhatsApp Automation Executive to manage day-to-day CRM operations, lead distribution, WhatsApp automation and sales-team coordination.
The ideal candidate should have hands-on experience with CRM platforms, WhatsApp Business/API automation and lead management systems. Experience in the real-estate industry will be an added advantage.
- Key ResponsibilitiesCRM OperationsManage daily CRM activities and ensure accurate lead data.
- Import, update, clean and maintain customer/lead records.
- Distribute leads to sales executives according to defined rules.
- Monitor lead status, follow-ups, site visits and conversions.
- Ensure sales team updates CRM data regularly.
- Identify duplicate, incomplete or incorrect lead records.
- Maintain lead source and campaign information.
- Coordinate with the sales team for CRM-related issues.
- Monitor CRM pipeline and identify pending/unattended leads.
- WhatsApp AutomationManage WhatsApp Business/API-based communication and automation.
- Create and manage WhatsApp message templates.
- Set up automated welcome, follow-up and lead-nurturing messages.
- Manage WhatsApp campaigns for new and existing leads.
- Configure automated customer journeys and follow-ups.
- Monitor delivery, read and response rates.
- Lead Management & Sales CoordinationTrack leads from Meta Ads and other marketing channels.
- Ensure leads are correctly captured in CRM.
- Monitor lead response and follow-up performance.
- Prepare daily lead and sales-team activity reports.
- Coordinate with sales managers regarding lead quality and pending follow-ups.
- Track site visits, bookings and lead conversion stages.
- Reporting & Data ManagementPrepare daily/weekly CRM reports.
- Maintain Excel/Google Sheets databases.
- Prepare lead funnel and follow-up reports.
- Track sales executive-wise performance.
- Support management with CRM-related data and reports.
- Required SkillsHands-on CRM experience.
- Experience with TeleCRM or similar CRM platforms preferred.
- Good knowledge of WhatsApp Business/API automation.
- Good knowledge of Excel and Google Sheets.
- Knowledge of Pivot Tables and basic data analysis.
- Positive understanding of lead lifecycle and sales funnel.
- Strong data-management skills.
- Good communication and coordination skills.
- Ability to troubleshoot CRM and automation issues.
- Good attention to detail.
- Good to HaveReal-estate CRM experience.
- Knowledge of Meta Lead Ads.
- Experience with Google Sheets automation.
- Experience with lead nurturing and drip campaigns.
Candidate ProfileWe are looking for someone who is:
- Highly organized and responsible.
- Comfortable working with large volumes of lead data.
- Strong in Excel/Google Sheets.
- Good at troubleshooting.
- Able to coordinate with sales and marketing teams.
- Comfortable handling multiple CRM and automation tools.
- Data-oriented and detail-focused.
Experience2–4 years of relevant experience in CRM, marketing automation, lead management, digital marketing operations or a similar role.
Real-estate industry experience will be preferred.
- Key Performance IndicatorsCRM data accuracy.
- Lead assignment accuracy.
- Timely lead distribution.
- Follow-up data completeness.
- WhatsApp campaign delivery and response.
- Automation reliability.
- CRM adoption by sales team.
- Accuracy and timeliness of reports.