Quote pipeline with an automatic follow-up
A society secretary asks for a quote. It goes into 'Quoted', and if there's no reply in two days a WhatsApp follow-up goes out. Uses CRM & Pipelines, Automations.
For pest control
Book the treatment, remind before the visit, and get the 3-month service on the calendar.
A pest control firm in Hyderabad sells annual contracts with four visits. Technicians call the night before to confirm. Missed follow-up visits turn into complaints and no renewal.
Where it usually goes wrong
Follow-up visits under the contract get missed
Quotes go out and nobody chases them
Customers aren't home when the technician arrives
What we'd set up first
In this order. Each step is useful even if you stop there.
Visit bookings with a reminder the day before
The customer gets the date, time slot and preparation steps on WhatsApp, so the technician isn't turned away. Uses WhatsApp Inbox, Automations.
Contract payment on UPI with a GST invoice
Housing societies and offices get a proper invoice with your GSTIN. Uses Checkout & Billing.
The apps behind it
CRM & Pipelines
A list of every lead, a board of every deal, and a timeline that fills itself from forms, chats and payments.
- A timeline nobody has to type
- Boards that match how you sell
- A short list of who to call today
Automations
Wait, branch, send a message, add a tag, create a task. Workflows that run across every app here.
- One canvas, readable by anyone
- Start from a recipe
- A log of every run
WhatsApp Inbox
Put your business number on Meta's official Cloud API. Your whole team replies from one inbox, and the AI covers nights.
- Meta's price, no markup
- One inbox, many people
- Broadcasts that don't get you banned
Checkout & Billing
Checkout on Razorpay, Cashfree or Stripe with UPI first, UPI AutoPay for monthly fees, coupons, order bumps and GST invoices on every order.
- UPI at the top of the page
- Small add-ons that add up
- Invoices your CA will accept