A DM becomes an enquiry with an owner, a logged call, then a quote.
Comments and DMs from Instagram and Facebook arrive in the CRM as enquiries your team can chase.
Enquiry · Social Channels → CRM
An automation routes the enquiry to the right person, so it has an owner and a next action.
Routing · CRM → AI Agents & Automations + Owner · AI Agents & Automations → CRM
Your team clicks the number to call. The call, its notes and the outcome sit on the customer's record.
Call · CRM → Telecalling + Call note · Telecalling → CRM
The enquiry becomes a quotation in Sales, ready to turn into a sales order in one click when they say yes.
Quotation · CRM → Sales
The demo opens on a demo company in a new tab. You make, in order: Lead → Opportunity → Quotation.
A business is found, a WhatsApp chat starts, and the won deal lands in your CRM.
An approved template goes out on schedule; replies land in one inbox, and sales are counted.
Email and WhatsApp follow up politely, and stop the moment the person answers.