A chat becomes a won deal
You end witha quote sent
2 screens · about 3 min
For sales and marketing
Leads and deals · ERPNext live demo
An Instagram message becomes a sale: a live ERPNext demo
From Lead to Quotation, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Lead
- Company
- Mith Demo Traders
- Step
- 1 of 3
A possible customer, with an owner and the source it came from, so whoever follows up knows the history.
You end with a quote sent3 screens · about 5 minFor Sales and marketingFits Retail, Hotels and restaurants, Education, Real estate
What this flow is
Buyers message you on Instagram and other apps. The message gets answered, but nobody records it, so the enquiry is lost when the chat scrolls away.
Here the message becomes a lead with Instagram as its source and an owner given by an assignment rule. It becomes an opportunity and then a quotation, so the sale can be traced back to where it started.
Before and after
| Without it | With it |
|---|---|
| DMs answered from a phone and forgotten | Each enquiry becomes a lead with its source |
| Whoever sees the message replies | An assignment rule gives the lead an owner |
| No idea which channel brings sales | The source is kept from lead to quote |
| Quotes sent as screenshots | A proper quotation from the opportunity |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Lead
A possible customer, with an owner and the source it came from, so whoever follows up knows the history.
Opportunity
A qualified enquiry: what the customer is interested in, ready to be priced.
Quotation
Your offer, made from the opportunity with items at price-list rates, ready to become an order when they say yes.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
The lead has Instagram as its source and was given an owner by an assignment rule; you take it to a quotation. The DM itself and click-to-call are in MithUniverse only.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Social media team
Hands enquiries to sales instead of keeping them in chats.
Sales team
Gets enquiries with an owner and a history.
Marketing
Sees which channel brings enquiries that buy.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Instagram and WhatsApp messages into leads
- Assignment rules by product, region or turn
- Click-to-call with logged calls
- Campaign and source tracking
- Auto-replies and follow‑up messages
See the whole journey
Flows that go with it
Questions about this flow
Not out of the box. In a real project we connect your messaging channels so each new conversation creates a lead; the demo starts from the lead.
Assignment rules decide: by product, by region, or in turn across the team.
Yes. The lead's source and campaign carry through to the opportunity and quotation, so reports can follow them.
Yes. The lead's source is WhatsApp instead of Instagram; the rest of the flow is the same.