Sales CRM with WhatsApp Follow-up Automation

Lead-to-invoice CRM with auto follow-ups on WhatsApp, quotation generation and a pipeline the whole sales team actually updates.

Client
B2B Equipment Manufacturer
Industry
Manufacturing
Type
CRM

The client's sales enquiries lived in personal phones and notebooks. We built a CRM that captures leads from website, IndiaMART and calls, assigns them automatically, and nudges salespeople with follow-up reminders.

Highlights

One-click quotation and proforma PDFs, WhatsApp follow-up templates sent from inside the CRM, stage-wise pipeline, and conversion dashboards for management. Field staff use it comfortably from their phones.

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