🧩 The Problem
This Delhi-based marketing agency was generating plenty of leads—but conversions were slipping.
❌ Leads were lost after the first call
📞 Follow-ups were manual and inconsistent
📊 No visibility on who contacted which lead
🧍♂️ Team forgot to update lead status or deal notes
😤 Clients started saying, “No one got back to us”
In short, campaigns were strong, but the backend follow-up system was weak.
💡 The Solution
We introduced a simple ERP + CRM system tailored for agencies. Easy to adopt, zero tech confusion.
1️⃣ Step 1:
CRM and lead tracker setup — every lead captured and assigned
2️⃣ Step 2:
WhatsApp automation turned on — follow-up messages sent instantly after the first contact
3️⃣ Step 3:
Deal Notes activated — sales team started logging updates after each call
4️⃣ Step 4:
Manager dashboards enabled — live updates on lead status and activity
5️⃣ Step 5:
- Daily summary on WhatsApp — no more forgetting or skipping follow-ups
📊 The Result
Within just 30 days:
💬 Follow-up response rates doubled
📈 ₹1.1 Cr worth of deals reactivated from cold leads
👨💼 Managers had full control and visibility
🧠 No more missed follow-ups or “I forgot” excuses
🔍 Why It Worked
Because clarity beats chaos:
📲 WhatsApp follow-ups got opened, calls didn’t
📅 Automated reminders built accountability
📋 Managers didn’t have to chase updates—they could see everything
👥 Everyone knew their next step—no confusion
📣 Final CTA
Losing leads because follow-ups are broken?
Fix it with the right tools.
ERP + CRM + WhatsApp = More Sales, Less Stress.
💬 Book your free automation demo today.
Because leads don’t convert unless you actually follow up. 😉
