WhatsApp Lead Qualification

This is an illustrative demonstration of how we implement Odoo for this kind of business—not a specific named client project. We publish verified client stories only with the client’s agreement.

Before — Disconnected

Leads answered hours late, tracked informally, and owned by one handset.

After — Controlled

Immediate response, qualification before a salesperson is involved, and a CRM record for every enquiry.

The challenge

Paid ads generated WhatsApp enquiries around the clock, but replies depended on one person checking a phone. Leads paid for at 11pm were answered the following afternoon, by which point most had stopped responding.

Existing workflow

Ad click opens WhatsApp, message lands on a personal handset, someone replies when they can, and the lead is written in a notebook if it looks serious.

Solution implemented

An automated flow on the official WhatsApp Business Platform: instant welcome, three qualifying questions, routing to the right salesperson, a CRM record carrying the ad source and the answers, and an automated follow-up when there is no reply.

Operational outcome

Every enquiry answered within seconds regardless of hour, with qualified leads reaching a named salesperson and the conversation recorded against the customer rather than a personal phone.