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How Truva’s Property Sales Team Manages High-Value Conversations across 25+ WhatsApp Numbers

How Truva’s Property Sales Team Manages High-Value Conversations across 25+ WhatsApp Numbers

How Truva’s Property Sales Team Manages High-Value Conversations across 25+ WhatsApp Numbers

How Truva manages high sales value conversations using Periskope

Truva sells resale homes in Mumbai and Bangalore. It lists only homes that pass its own quality and legal checks, prices them through a data-backed valuation engine, and charges buyers no commission. More than 300 families have bought homes through Truva, worth over ₹500 crore.

Buying a home is a long conversation, and at Truva, most of it happens on WhatsApp. Sales staff speak with buyers from their own work numbers, through enquiry, site visits, loan paperwork and closing.

The Challenge

The Challenge

The Challenge

25+ sales numbers carrying high-value buyer conversations, with no shared view and no way to track what was pending

25+ sales numbers carrying high-value buyer conversations, with no shared view and no way to track what was pending

25+ sales numbers carrying high-value buyer conversations, with no shared view and no way to track what was pending

Each person on Truva’s sales team works from their own WhatsApp number. A buyer messages the person showing them homes, and that thread becomes the record of the whole deal.

The team had no shared access to any of it. If a colleague needed to pick up a buyer conversation, they had to go through the person holding the phone. When someone was travelling or on leave, their buyers waited.

Requests inside those chats had nowhere to go either. A document to send, a site visit to arrange, a loan query to chase- all of it lived as messages that somebody had to remember. On deals worth tens of lakhs, a forgotten follow-up is a lost sale.

The Solution

The Solution

The Solution

One workspace across every sales number, with buyer requests turned into tickets

One workspace across every sales number, with buyer requests turned into tickets

One workspace across every sales number, with buyer requests turned into tickets

With Periskope, Truva’s sales numbers sit in one workspace, with shared access across the team.

  • Multi-number WhatsApp inbox: All the sales numbers connect to one workspace, so any team member can open a buyer conversation without going through a colleague’s phone.

  • Tasks and tickets on WhatsApp: A buyer request becomes a support ticket with an owner and a due date, so documents, site visits and loan queries stop living as unread messages.

  • Zoho CRM Integration: Conversation data flows into Truva’s Zoho CRM, so a buyer’s WhatsApp activity sits with the rest of their record.

The Impact

The Impact

The Impact

Anyone on the team can pick up a buyer conversation, and every request has an owner

Anyone on the team can pick up a buyer conversation, and every request has an owner

Anyone on the team can pick up a buyer conversation, and every request has an owner

When a salesperson is travelling or off, a colleague opens the buyer’s thread and carries on from where it stopped, so the buyer never has to repeat themselves.

Requests that used to sit in a chat now carry a name and a date, which matters most on the paperwork that holds up a closing.

Nobody at Truva now loses a deal to a follow-up that somebody meant to do.

Automate WhatsApp Groups & Chats with Periskope

Automate WhatsApp Groups & Chats with Periskope

Automate WhatsApp Groups & Chats with Periskope