Capture the lead
Calls, visits and apps land as owned opportunities.
Overview
A pipeline the whole team can follow.
CRM & Sales Automation keeps leads, conversations and the next step together. WhatsApp CRM means a channel your customers already use can sit inside the sales process.
Pair it with SmartConnect Communication when campaigns, shared inboxes and service tickets need the same customer context.
Product workflow
How a sale moves through CRM.
Lead to order with WhatsApp in the same record.
Typical workflow Lead Capture → Assignment → Follow-up / Visit → Quotation → Order → Service & Support → Customer Retention
Follow up
Dated next actions keep the pipeline honest.
Quote and close
Quotations convert to orders on the customer record.
Review the pipeline
Managers see stage, owner and stalled deals.
Capabilities
Sales coverage
From first contact to a managed relationship.
Lead management
Bring enquiries into one place.
Sales pipeline
Stages your team can agree on and report.
Follow-ups
Nothing depends on a personal notebook.
WhatsApp CRM
Sell and serve on WhatsApp with a business record.
Customer analytics
See behaviour, conversion and relationship health.
Why it matters
Outcomes your teams can feel.
- ✓Fewer leads lost between people
- ✓A visible pipeline for managers
- ✓Follow-ups that happen on time
- ✓WhatsApp treated as a sales system, not a side chat
Also covers
LeadsPipelineFollow-upsWhatsApp CRMCustomer analytics
Module process
How each module runs.
Each module follows a working sequence, from the first entry to the record management can trust.
Lead management
A new enquiry is captured before it cools.
- Create the lead from a call, a visit or the app.
- Record the contact, the need and the source.
- Assign an owner.
- Move it forward or mark it lost with a reason.
Pipeline
Every opportunity sits in a stage the team agrees on.
- Qualify the lead into an opportunity.
- Set the value, the product and the expected date.
- Move the stage when the work actually changes.
- Review the pipeline by owner and by stage.
Follow-ups
The next action is dated, so it does not depend on memory.
- Set the next call, visit or meeting.
- The owner sees it on the day.
- Complete it and write the outcome.
- Create the following action if the deal is still open.
Quotation and order
A price and a repeat order can be sent from the same customer.
- Prepare the quotation on the mobile app.
- Send it to the customer.
- Convert an accepted quote into an order.
- Keep both on the customer record.
GPS activity
Daily field activity is visible with the sales record.
- The executive starts the day on the app.
- Visits and new leads carry a location.
- The manager sees the route and the meetings.
- The activity supports the pipeline review.
Customer analytics
The team can see which conversations become revenue.
- Read leads, meetings and orders for the period.
- Compare owners and sources.
- Find stalled deals.
- Plan the next week's follow-up from that view.
Continue
Related products
Platforms
SmartConnect Communication
WhatsApp, shared inbox, campaigns, chatbot support and customer communication in one workspace.
PlatformsSmartConnect
Enterprise business automation for processes, data, teams and decisions.
IndustryRetail ERP & POS
POS billing, inventory, loyalty, multi-branch, barcode billing and retail analytics.
CRM · industry SEO map
Sales and WhatsApp CRM for Tamil Nadu teams.
Real estate, insurance and B2B pipeline searches map here.
Real estate
Leads and follow-ups for Chennai and district projects.
Insurance & services
Cases, customers and WhatsApp communication.
B2B sales
Pipeline visibility for manufacturing and distribution sales.
Competitor intent
CRM software Chennai / WhatsApp CRM Tamil Nadu → SmartConnect CRM.
Tamil Nadu hubs Chennai · Coimbatore · Tiruppur · Madurai · Trichy · Salem · Hosur · Tuticorin · Erode · Karur — plus UAE and Saudi Arabia. Full industry map
Next step
Talk to Inovatiq about CRM & Sales.
Call +91 98409 54551 or send an enquiry. Shafeek Rahman A, CEO, and the team are based in T. Nagar, Chennai.