Last week someone asked about a large project. Nobody logged it, nobody followed up, and now nobody remembers the number. Chat is no place to keep opportunities, yet that is where everything happens.
Free ConsultationIt is almost never a matter of effort. These are the patterns we keep running into.
A chat that shows intent gets an opportunity record with an estimated value and stage, without the salesperson retyping anything.
What the customer already described in chat is used to draft a quote, which goes back into that same conversation.
Each opportunity carries a scheduled follow up with an owner, so the valuable ones stop losing to whatever is loudest.
An approved order creates work with stages and deadlines, and progress can be sent to the customer from the same conversation.
A chat that shows intent gets an opportunity record with an estimated value and stage, without the salesperson retyping anything.
What the customer already described in chat is used to draft a quote, which goes back into that same conversation.
Each opportunity carries a scheduled follow up with an owner, so the valuable ones stop losing to whatever is loudest.
An approved order creates work with stages and deadlines, and progress can be sent to the customer from the same conversation.
A picture of the screen you would work in, not an illustration.
What this screen shows
Case study
Situation
All sales conversations lived on individual phones. Large opportunities were lost to missed follow ups, and delivery progress was chased by phoning the foreman.
What we built
Conversations showing intent were recorded as valued opportunities, quotes were drafted from stated requirements, and approved orders created work with stages and deadlines.
Result
Pick the one closest to your situation. We tighten the scope in the first conversation.
Every conversation worth money gets a record, a value, and a scheduled follow up.
Who it is for
Sales teams whose opportunities still live in individual chat histories.
What you get
A closed sale becomes work with stages, deadlines, and reportable progress.
Who it is for
Companies that lose track of delivery once the deal is done.
What you get
That is a fair constraint and it shapes the design. Salespeople keep working in WhatsApp; the recording happens behind the scenes from conversations that already exist. The people who open the app are usually the ones who need the whole pipeline view.
No. Only the business numbers you designate are connected, never personal accounts. Conversations outside those numbers never enter the system.
If that CRM allows writing data from outside, conversations can feed it without replacing anything. The usual problem is not the absence of a CRM but a CRM nobody fills because filling it is manual.
Yes. Opportunities and work open in a browser from anywhere, and access follows role and territory, so each person sees the part they are responsible for.
No long form. Send one message describing where you are now and we reply with a sensible next step, not a mass quote.
Free Consultation
