Journey · Leads and deals

A chatbecomes a won deal

Each call is prepped, the board shows what will close, and the win becomes a quote.

3 steps

Step by step

Step 1
A brief before every call
Before every call, a brief: where the deal stands, replies that fit, the objection to expect and the next step. Every conversation is a card on the board.
Brief · Marketing Automation
Step 2
Won, into your CRM
When the deal is won, it moves into your CRM with its whole history, both ways, and nobody re-types a contact.
Won deal · Marketing Automation → CRM
Step 3
The quote, from the deal
The won deal becomes a quotation in Sales, and when the customer says yes it becomes a sales order in one click.
Quotation · CRM → Sales

Live on ERPNext

The demo opens on a demo company in a new tab. You make, in order: Opportunity → Quotation.

From the map to your CRM
A business is found, a WhatsApp chat starts, and the won deal lands in your CRM.
A WhatsApp broadcast that earns replies
An approved template goes out on schedule; replies land in one inbox, and sales are counted.
A follow-up that stops on reply
Email and WhatsApp follow up politely, and stop the moment the person answers.