Lead → Delivery
One pipeline from first enquiry to delivered order — your sales team runs it from WhatsApp.
The problem today
A lead comes in, someone notes it somewhere, nobody knows who called whom, and the customer never hears back. Orders slip through the cracks between people and tools.
How to set it up on BodhX
Add your sales team
Add salespeople with their WhatsApp numbers and set routing rules — e.g. Hindi enquiries go to Ankur.
Team → Lead RoutingLeads get assigned instantly
The moment the AI captures a lead, the assigned salesperson gets a WhatsApp notification with the lead's details.
AutomaticSalespeople work from WhatsApp
Daily reminder lists, lead cards with buttons, status updates by typing or voice note — the AI understands and updates the CRM after confirming.
WhatsApp — no extra appCustomers stay informed
Tell the AI to update the customer and it drafts the message in the customer's language; the salesperson just taps Send.
Msg customer — in the WhatsApp flowNothing stalls
Ignored leads escalate and reassign automatically; the owner gets a daily digest of the whole pipeline.
Rules & Team → Response RulesAI handles
- Assignment & notifications
- Daily reminders
- CRM updates from chat
- Escalation & owner digest
Your team keeps
- Making the call
- Tapping Send on customer updates
What you get
- Every lead assigned to the right salesperson automatically
- Salespeople update the CRM by replying on WhatsApp — no app to learn
- Customers get status updates in their own language
Set this up in under 15 minutes.
Start the 7-day free trial — full features, 120 free credits, no credit card.
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