Send every lead, from calls, WhatsApp, website forms and ads, into one CRM automatically. Give each lead a stage and an owner, set reminders and automatic follow ups for leads that go quiet, and review the pipeline every week. Most lost leads are simply forgotten, and automation fixes that.
Set up the pipeline
- One inbox for leads: connect forms, WhatsApp, calls and ad leads.
- Stages: new, contacted, quote sent, won, lost.
- Owners: every lead has one person responsible.
- Follow ups: automatic messages and reminders when a lead stalls.
- Reporting: leads by source, conversion rate and value.
Choosing a CRM
- Easy enough that your team actually uses it.
- Connects to your phone, WhatsApp, calendar and invoicing.
- Fits your size today and in two years.
How Balabot does it for you
Balabot is an AI agency that sets up AI for businesses of every size worldwide, from local businesses to large companies and enterprise teams, with the scope built around your goals and budget. Balabot sets up CRM and lead pipelines that collect every lead in one place, with stages, reminders, automatic follow ups and a weekly summary on WhatsApp.
Common questions
Can I start with a spreadsheet?
Yes. A shared sheet with automatic lead capture is a fine start, and you can move to a CRM later.
Which CRM is best?
The one your team will use and that connects to your channels. We recommend based on your size and tools.
Can leads from WhatsApp go into the CRM?
Yes, automatically, with the conversation summary attached.