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CRM & lead pipeline

Every lead in one place. None forgotten.

Leads arrive from everywhere and most lost leads are simply forgotten. We bring them all into one simple CRM, give each one a stage and an owner, and follow up automatically when a lead goes quiet.

All channels in one inboxAutomatic follow upsWeekly summary
Why it matters

Most lost leads are simply forgotten.

When leads live in WhatsApp chats, notebooks and email, some always slip through. A clear pipeline with reminders shows who needs a reply today, so more leads become customers.

What you get

What’s included

One lead inbox

Forms, WhatsApp, calls and ad leads flow in automatically.

Stages and owners

New, contacted, quote sent, won or lost, with one owner each.

Follow ups

Automatic messages and reminders when a lead stalls.

Reporting

Leads by source, conversion rate and value, weekly on WhatsApp.

How it works

Three steps. No technical work on your side.

  1. Free call

    We look at how customers reach you today, where you lose them and what to automate first.

  2. We build it with you

    Meta setup, your answers and prices, calendar and CRM connections, and tests on real conversations. You approve everything on WhatsApp.

  3. Live and improving

    Usually live within days. Every month we review conversations and results and make it better.

Client reviews

What clients say

Real messages clients sent us on WhatsApp. We keep them anonymous to protect their privacy.

FAQ

Common questions

How do I make sure no lead gets lost? (CRM and lead pipeline)

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.

Read the full answer
How can I see all my leads, sales and revenue in one dashboard?

Connect the tools that hold your numbers, such as phone, WhatsApp, CRM, ads and invoicing, into one dashboard, and show only the few numbers that drive decisions: leads by source, booked jobs or sales, revenue and response time.

Read the full answer
Can I start with a spreadsheet?

Yes. A shared sheet with automatic lead capture is a fine start, and we can move you to a CRM later.

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.

Who can set up an AI WhatsApp chatbot for my business?Read the guide
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