Shared team inbox
Let multiple team members work from one structured customer inbox with visibility.
Why it matters: Shared visibility reduces dependence on scattered personal chats.
LEAD OWNERSHIP & FOLLOW-UP
Keep WhatsApp Leads Organized, Visible and Actionable
Bring customer conversations, team visibility, notes and follow-up context into one organized operating view.
What the service should achieve
Every WhatsApp enquiry should have an owner, a stage and a next action.
Bring chats, lead stages, follow-ups, notes and team performance into one operating view so opportunities do not disappear inside personal inboxes.
Every chat becomes a trackable sales opportunity.
Core capabilities
What is included.
A practical breakdown of the service—from setup and execution to measurement, follow-up and the next customer action.
Lead pipeline & stages
Move enquiries through stages such as New, Qualified, Demo, Follow-up and Won.
Why it matters: Clear stages make the sales process visible instead of relying on memory.
Automatic follow-ups
Schedule or trigger follow-up actions based on lead stage or activity.
Why it matters: Consistent follow-up keeps warm enquiries from being forgotten.
Smart lead assignment
Route leads by team member, source, category or predefined logic.
Why it matters: Clear ownership helps the right person act faster.
Notes, tags & customer history
Keep conversation context, internal notes and tags attached to the customer record.
Why it matters: Context helps every team member understand what happened before.
Team performance visibility
Track activity, lead handling and stage movement across the sales team.
Why it matters: Managers can see workflow health without checking individual phones.
Reminders & tasks
Create next-action reminders so important callbacks and demos stay visible.
Why it matters: A visible next step reduces missed follow-up.
Unified customer view
See contact details, conversation, stage, notes and activity together.
Why it matters: One view makes customer handling faster and easier to audit.
Works across industries
Built to fit different business models.
The workflow changes by industry, but the core need stays similar: attract the right audience, communicate clearly, capture intent and make the next action easier.
Real Estate
Enquiries · site visits · follow-up
Education
Admissions · counselling · reminders
Retail & E-commerce
Offers · product discovery · support
Healthcare
Appointments · reminders · enquiries
Hospitality
Discovery · bookings · repeat engagement
Finance & Professional Services
Lead qualification · consultation · follow-up
Automotive
Enquiries · test drives · service reminders
Local & Service Businesses
Leads · bookings · customer communication
And more — SD Techo adapts the service to the way your business sells, communicates and operates.
Typical workflowsUSE CASE 01 USE CASE 02 USE CASE 03
A few practical examples.
Sales Teams
Keep customer context and follow-up visibility in one shared operating view.
High Enquiry Volume
Reduce the chance of conversations becoming difficult to track as volume grows.
Management Visibility
See activity and customer progress without depending on scattered personal chats.
Next step
Every chat becomes a trackable sales opportunity.
Tell us how your team currently handles chats, assignments and next actions.
Talk to SD Techo →