Central Lead PipelineProject outcome / capability
Source TrackingProject outcome / capability
Follow-up RemindersProject outcome / capability
Role-ready WorkflowProject outcome / capability
The challenge
Leads were coming from multiple channels but follow-ups were difficult to track. Teams lacked a single view of lead status, ownership and next follow-up date.
The solution
We structured a lead CRM with source tracking, employee assignment, status pipeline, follow-up dates, notes, proposal references and WhatsApp actions.
The outcome
The workflow gives managers a clearer pipeline and helps employees focus on leads that need action without relying on scattered spreadsheets.
Services & modules used
Lead CRMWorkflow AutomationWhatsAppReports