Demonstration with fictional data
DemonstrationQualified lead straight into the CRM
Simulate qualification, deal creation, sales alerts and a manager reminder.
The problem
A lead arrives, nobody knows if it is a good fit, and the salesperson is slow to respond.
The solution
- Three questions qualify needs, timing and budget.
- The lead enters the CRM with a calculated priority and round-robin assignment.
- The sales rep receives the answers on WhatsApp; the manager gets an alert after 10 minutes without a response.
Demonstration with fictional data
Solar Mais Energia
Illustrative CRM
New
Qualified
Proposal
Won
Demo flow
WhatsApp
Bot
CRM
Sales rep
Manager
The same logic integrates with Kommo and other CRMs via API.
Demo video
Next project
Sales automation kit