Lead → Delivery
One pipeline from first enquiry to delivered order — your sales team runs it from WhatsApp.
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
Five steps. Each one names the place in BodhX where it happens.
Add your sales team
Add salespeople with their WhatsApp numbers and set routing rules — e.g. Hindi enquiries go to Ankur.
Leads get assigned instantly
The moment the AI captures a lead, the assigned salesperson gets a WhatsApp notification with the lead's details.
Salespeople 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.
Customers stay informed
Tell the AI to update the customer and it drafts the message in the customer's language; the salesperson just taps Send.
Nothing stalls
Ignored leads escalate and reassign automatically; the owner gets a daily digest of the whole pipeline.
Set this up in under 15 minutes
Start free, forever: every feature except AI images, 120 credits a month, no credit card. See pricing