A CRM on WhatsApp: following leads all the way to a sale
How to turn WhatsApp conversations into sales: a profile per customer, an owner and a stage, the ad a lead came from, and campaigns to the right segments.
The problem: sales happen on WhatsApp, follow-up on paper
Most companies sell on WhatsApp, but follow-up lives in a spreadsheet or in a salesperson’s head. Leads get forgotten, nobody knows where a customer stands, or which ad brought the best customers.
1. A profile per customer, beside the conversation
Each customer has a profile with their details, conversations, owner and status. A salesperson sees it all while replying, without opening another system.
2. An owner and a stage for every lead
- Assign a salesperson to each customer.
- Follow the customer through pipeline stages: new, interested, quoted, agreed, sold.
- See every deal on one board and move it between stages.
3. Know where each lead came from
When a customer writes from a Click-to-WhatsApp ad on Facebook or Instagram, FASLA CLOUD records the ad they came from. You learn which ad brings customers who buy, not just messages.
Conversations started from those ads also open a 72-hour window in which messages are free.
4. Campaigns to the right segment
Split customers into segments by status, stage or any data you hold, and send each the campaign that fits, with an approved template — instead of one offer to everyone.
A simple weekly routine for a sales team
- Every morning: new leads nobody has answered.
- Every day: customers at "quoted" who need a follow-up.
- Every week: which ad brought buyers, and which segment needs a campaign.