Operations
Lead Tracking
Every quotation becomes a lead you can follow up on
Overview
Every WhatsApp quotation you send automatically creates a lead: customer name, phone number, itemised quotation, and total, all in one place. Move leads through New, Hot, Warm, Cold, or Closed as you follow up, call the customer directly, or reopen the quotation PDF, without any manual data entry.
Use case
A furniture showroom sends a dozen quotations a week. Instead of losing track in a chat app, staff open the Leads tab, filter to "New" leads from today, and work through follow-up calls in order of priority, marking each one Hot, Cold, or Closed as they go.
Key Features
- Leads created automatically from every WhatsApp quotation
- Status pipeline: New, Hot, Warm, Cold, Closed
- Filter by time period, employee, status, and lead type
- One tap to call the customer or reopen the quotation PDF
Ready to bring Lead Tracking to your business?
Get set up in days. No app download required for your customers.