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WhatsApp Lead Management

Capture WhatsApp conversations, assign ownership, and turn messages into accountable sales follow-ups.

WhatsApp conversation contextLead assignment and remindersAI-assisted response support
Your operating playbook

Turn daily customer activity into a repeatable commercial process.

Capture WhatsApp conversations, assign ownership, and turn messages into accountable sales follow-ups.

01 · Capture

Start with clean context

Bring every enquiry, conversation, and customer detail into one team-owned record.

02 · Guide

Give work a clear owner

Keep the responsible person, the next date, and the commercial stage visible to the whole team.

03 · Convert

Complete the customer loop

Move into quotation, invoice, payment, and review without rebuilding the customer story.

The workflow in one view

See how the customer journey stays connected.

From the first signal to the final commercial step, the right context remains with the team.

WhatsApp Lead Management workflow
What stays under control

More consistency for the team, more confidence for the customer.

WhatsApp conversation contextMake this work visible, repeatable, and easier to review across your team.
Lead assignment and remindersMake this work visible, repeatable, and easier to review across your team.
AI-assisted response supportMake this work visible, repeatable, and easier to review across your team.

See this workflow in your own context.

We will show the modules, roles, and commercial steps relevant to your team.

Book a relevant demo
One workspaceLead, sale, payment, and operations data stays connected.
India readyGST, Indian currency, bank collections, and local workflows.
Built to adaptCompany controls, role access, plans, and configurable fields.