New leads — exactly what you want to see!
First, there was an incoming call from a guy named Mike. Since you’ve got Twilio integrated, the voicemail was saved and attached to his lead profile. You listen to it: he asked for a price list, and you shall send him the price list. Done.
Next, a woman, Jenny, started a chat via Facebook Messenger. She wants to place an order. No need to open Facebook, you reply to her using Messenger straight from the lead profile. She instantly responds, and you’ve got yourself a new client. You move her lead card in the pipeline to the Closed-Won stage. Is there anything that can make it better?
Yes, actually, there is! An automation you’ve set up that moves all won leads to the recurring sales pipeline as customers. No need to do it manually, just make sure your customers stay happy. Speaking of happy customers, you add a task to check on Jenny after the delivery. You spend more time replying to all the new leads, updating their profiles and making notes. Good thing you can reply to anyone within the system, whether these leads contacted you via Viber, Facebook, or any other platform integrated in Kommo.
The phone rings, and it’s time to turn this new lead into a customer. This lead is hard to get on board, but you succeed and schedule a follow up. Well done! When you hang up, a lead is automatically created and includes your recorded conversation. Neat.