Lead deskEnquiry management software
Enquiry management software that turns enquiries into advances
Every enquiry in one list. Real buyers found. Quotes followed up until the advance is paid.
The Lead desk is where Setaflow starts. It catches every enquiry from your ads, WhatsApp, IndiaMART and your website, finds the real buyers and makes sure each one gets a reply on time.
Enquiries
This week · 38 enquiries from 6 sources
Facebook ad · 5 kW rooftop solar
Stop at the sale.
Keeps the same record from the enquiry to the AMC renewal.
How the Lead desk works
From the first message to the advance
Six steps your team follows every day, with Setaflow keeping time.
Every enquiry lands in one list
No more checking five apps and a notebook. Each enquiry shows where it came from, what the customer needs and who is handling it.
- Facebook, Instagram and Google lead forms
- WhatsApp, your website forms and email
- IndiaMART checked every 15 minutes; calls and walk-ins added in one tap
Three quick questions find the real buyers
Setaflow asks each new enquiry three questions on WhatsApp, in English or an Indian regional language. Your customer just taps a button.
- Questions set up for your trade
- Time-pass enquiries are marked junk, so you stop paying attention to them
- Real buyers move ahead with the answers on the record
1. What is your roof type?
உங்கள் கூரை எந்த வகை?
A person and a time to reply
Each real enquiry goes to the right person on your team, turn by turn or by trade. Everyone can see who has it and when the reply is due.
- Reply targets you set, for example 15 minutes
- An alert when someone misses the time
- Late replies show up in the Monday review
Quotes followed up without chasing
Send the quote on WhatsApp. Your customer approves it and pays the advance from the same message.
- Reminders on day 2, 5 and 9
- Reminders stop as soon as the customer replies
- Every quote version kept on the record
Site visits and the advance, in order
Book the site visit on the Setaflow calendar or send your booking link. Costly work stays locked until the 30% advance is paid.
- Customer reminders a day before and 2 hours before
- Only the owner can unlock a stage early
- Every unlock shows up in the Monday review
Reminders go to the customer a day before and 2 hours before.
Bring back quiet enquiries
Enquiries that went quiet are not lost. Send one WhatsApp message to all of them and see who replied.
- Pick enquiries by trade, source or date
- Replies come back to the same record
- You see who read it and who replied
One customer record
The same record runs through all three desks
Sales, service and accounts work on one customer, so nothing is lost between them.
Enquiry-to-renewal software runs a business that sells, installs and services, from the first enquiry to the AMC renewal: leads, technician jobs, payments and renewals on one customer record, with nothing for technicians to install.
Can Setaflow bring in my IndiaMART and Justdial leads?
Yes. IndiaMART enquiries are checked every 15 minutes and land in the same list as your other enquiries. Justdial enquiries come in the same way, so your team works from one list.
Does it work with Facebook and Google lead forms?
Yes. Lead forms from Facebook, Instagram and Google Ads land as enquiries with their source, so you can see which ads bring real buyers.
How does it find the real buyers?
Each new enquiry gets three quick questions on WhatsApp, set up for your trade. Customers tap a button to answer. Enquiries that do not answer or answer as time-pass are marked junk.
Can enquiries be given to my team automatically?
Yes. Enquiries can go to your team turn by turn or by trade. Each one has a person and a reply time, and you get an alert if the reply is late.
In which languages can the questions go?
In English and Indian regional languages. We set up the questions and messages in the languages your customers use.
Is this a CRM?
It is enquiry-to-renewal software. The Lead desk does the work of a lead management tool, and the same customer record carries on into the job, the payment and the AMC renewal.
See where your business is losing money
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