💬 WhatsApp Lead Flow

    From WhatsApp Message to Closed Deal — Automatically

    When a customer messages you on WhatsApp, 3Sigma turns it into a tracked lead. Assigns it to a rep. Starts follow-ups. And tracks every step until the deal is closed.

    How It Works Today (Without 3Sigma)

    Sound familiar? This is how most teams lose deals.

    1Customer messages you on WhatsApp
    2Message seen by whoever checks the phone first
    3No assignment — whoever remembers, follows up
    4Lead discussed in a WhatsApp group — gets buried
    5Follow-up forgotten after 2 days
    6Deal lost to a competitor who responded faster

    Every step above is a chance for a deal to die. 3Sigma eliminates each one.

    The 3Sigma Flow

    Every WhatsApp message becomes a tracked, followed-up, closed deal.

    1

    Customer messages on WhatsApp

    Lead created in 3Sigma automatically — in real time.

    ⬇️
    2

    Lead assigned to the right sales rep

    By area, product, or round-robin — no manual work.

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    3

    Rep gets notified instantly

    Opens the lead profile and sees all customer details in one tap.

    ⬇️
    4

    Automated welcome WhatsApp sent

    Customer gets a reply within 60 seconds — before competitors do.

    ⬇️
    5

    Follow-up reminders set automatically

    Day 1, Day 3, Day 7 — no one has to remember anything.

    ⬇️
    6

    Rep calls, chats, moves deals forward

    Full conversation and pipeline tracked in the app.

    ⬇️
    7

    Deal closed — manager notified

    Status updated. Team informed. Nothing falls through.

    What Happens at Each Step

    Instant Lead Creation

    The moment a customer sends a WhatsApp message to your business number, 3Sigma captures it as a lead. No manual entry. No copy-paste. It happens automatically.

    Smart Assignment

    3Sigma assigns the lead to the right rep based on rules you set — by city, product interest, or simple round-robin rotation. Every lead has a clear owner.

    60-Second Welcome

    Before any human even opens the chat, an automated WhatsApp reply goes out. The customer knows they've been heard — while the competition is still sleeping.

    Automated Follow-Up Sequence

    If no response after Day 1, the system follows up on Day 3 and Day 7. Your rep gets a reminder. The customer gets a message. Nothing is manual.

    Full Pipeline Visibility

    Every conversation, call note, and deal stage is logged. The manager sees exactly where every WhatsApp lead stands — in real time.

    Deal Closed — All Tracked

    When the deal closes, the status updates automatically. The manager is notified. The rep moves to the next lead. The cycle repeats.

    Results from This Flow

    2 min

    Average response time to WhatsApp leads

    3x

    More deals closed from WhatsApp inquiries

    0

    Leads lost to forgetting or no follow-up

    100%

    Follow-ups tracked end to end

    Who This Flow Is For

    🏠

    Real Estate Agents

    Getting 50+ buyer inquiries on WhatsApp every day from portals and ads.

    🎓

    Coaching Institutes

    Receiving student inquiries across multiple channels — all landing in WhatsApp.

    💼

    Financial Advisors

    Getting policy and investment inquiry messages from referrals and campaigns.

    ⭐⭐⭐⭐⭐
    "100 WhatsApp messages a day was chaos. Now every single one is a tracked lead assigned to the right person. Our conversion rate tripled."

    — Rajesh Mehta, Real Estate Team, Pune

    Start Converting WhatsApp Leads Today

    See the full WhatsApp lead flow live in a 30-minute demo. No commitment required.