
客戶案例:太陽物業 — 30 年老字號的數碼轉型
太陽物業 Sunrise Property Agency 喺黃埔做咗成 30 年,街坊都識。但有一個問題困擾咗佢哋好耐:呢 30 年嘅信譽,到底沉澱咗喺邊度?答案係——大部分都散落喺第三方屋網度。客人喺平台見到太陽物業嘅盤,但下次想搵返,記得嘅係平台,唔一定記得太陽。30…

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Century 21 Tin Sang Property, a real estate agency specialising in Tuen Mun properties, had long relied on third-party property portals to publish property information. However, it was unable to obtain complete data on enquiry sources and agent performance, limiting the efficiency of its marketing and customer management. The team hoped to use data-driven management to gain a more precise understanding of WhatsApp enquiry sources and marketing performance, thereby optimising business workflows.


Implementan enquiry tracking system, separately recording enquiry data from phone calls and WhatsApp. All WhatsApp enquiries are automatically imported into WhatsApp CRM system, ensuring the company can fully monitor enquiry activity while improving transaction transparency and client follow-up efficiency.

Through CRM System’s automatic assignment mechanism allows enquiries to be assigned directly to suitable agents based on client needs and the company’s internal settings, ensuring every enquiry receives a fast and accurate response and significantly improving handling efficiency.

When clients enquire about a property via WhatsApp,CRM Systemwill immediately send an automated reply with relevant property information and agent contact details, while securely storing client data to ensure the transaction process is transparent and protected, further enhancing customer management capabilities.





太陽物業 Sunrise Property Agency 喺黃埔做咗成 30 年,街坊都識。但有一個問題困擾咗佢哋好耐:呢 30 年嘅信譽,到底沉澱咗喺邊度?答案係——大部分都散落喺第三方屋網度。客人喺平台見到太陽物業嘅盤,但下次想搵返,記得嘅係平台,唔一定記得太陽。30…

幾年前,元朗一間做村屋嘅地產代理老闆同我哋講咗一句話:「我哋唔係冇客,係啲客唔記得我哋。」佢哋做村屋做咗好多年,口碑唔差。但每一個客,都係喺第三方屋網見到個盤先嚟——成交完,客人記得嗰個平台,唔記得「尚方置業」。佢哋等於幫平台養客,自己冇沉澱,而平台費越來越貴。呢個就係尚方置業…

幾年前,元朗一間地產代理嘅老闆同我講過一句話,我到而家都記得。佢話:「我哋唔係冇客,係啲客唔記得我哋。佢哋喺屋網見到個盤,撳入去、查詢、甚至成交——但佢哋記得嘅係嗰個平台,唔係尚方置業。」呢個就係尚方置業 Imperial Properties…