Lead Generation & Sales
From ad click to closed deal, in one record
A click-to-WhatsApp ad opens a chat. The bot qualifies it. A deal opens itself in the CRM with the source attached. Nobody retypes anything, and you can finally see what each lead cost.
- Leads arrive as conversations, not as form rows you have to call back.
- The campaign that produced a lead is recorded on the deal, so cost per closed deal is a real number.
- Follow-ups have owners and due dates, so a warm lead cannot quietly go cold.
Hi, I saw your ad for the 2BHK project in Wakad.
Thanks for reaching out! Quick question so the right person calls you — is this for living or investment?
Living. Budget around 85L.
Perfect. Neha from our Wakad team will message you within the hour with floor plans. 🏠
The deal was created with "Instagram · Wakad Sept" as its source and ₹85L as its value before Neha opened it.
The modules that do this
5 modules, in the order they are used
Each one exists in the dashboard today and has its own page with a step-by-step walkthrough and its own price.
- 01
Meta & Instagram Ads
Build click-to-WhatsApp campaigns here, target from your own customer list, and see what each one actually cost per lead.
Explore Meta & Instagram Ads - 02
Chatbot Builder
A no-code flow builder that handles the routine, qualifies the lead, and hands over to a human the moment someone asks for one.
Explore Chatbot Builder - 03
CRM & Leads
Pipelines, stages, tasks and history — with leads created from WhatsApp conversations instead of typed in again afterwards.
Explore CRM & Leads - 04
Team Inbox
Stop passing a phone around. Every conversation in one place, assigned to a person, with private notes, tags and a clock on how long someone has been waiting.
Explore Team Inbox - 05
Automations
One rule can tag a chat, open a CRM deal, assign an agent and alert your team. It runs whether or not anyone is watching.
Explore Automations
How it works
What actually happens, step by step
- 01
Run a click-to-WhatsApp ad
Built from your own Meta ad account, targeted at lookalikes of your buyers, excluding existing customers.
- 02
The bot qualifies
City, budget, requirement — asked with buttons and saved to contact fields, not buried in a transcript.
- 03
A deal opens itself
An "ad lead received" automation creates the deal, tags the chat and assigns an owner.
- 04
The agent works it beside the chat
Stage, value, next step and notes sit next to the conversation. Quotes go out in the same thread.
- 05
Close it, and record why
Won or lost with a reason. The lost-reason report is the most useful page in the CRM.
Questions people ask first
Do you run the ads for us?
No. You get the ad builder, the audiences and the reporting inside the panel; the strategy and the spend stay yours.
Does the CRM work without ads?
Yes. Leads can be created from any first message, from a keyword, from a form import or by hand.
Related
- SolutionsMarketing CampaignsApproved templates to live segments on WhatsApp, campaigns from your own domain on email — scheduled, personalised and reported message by message.
- SolutionsSelling on WhatsAppProducts rendered natively in WhatsApp, the order captured as a record, stock adjusted, and the confirmation sent — without a website, an app or a payment gateway in the way.
Want to see this running on your own number?
Connect your WhatsApp number in about ten minutes and try the flow above before you pay for anything.