Broker pipelines that answer on WhatsApp
Speed-to-lead wins deals. This engagement wired portal and WhatsApp inquiries straight into agent queues.
At a glance
Placeholder: Zoho CRM + WhatsApp lead routing for agents — publishable metrics and screenshots coming later.
Lead channel
Zoho
Agent CRM
Auto-route
Assignments
Soon
Full write-up
The challenge
What had to be true
Draft — client name and numbers pending approval.
- 1
Leads sitting in shared inboxes.
- 2
No SLA on first response.
- 3
Weak visibility into agent conversion.
The solution
How we layered the product
Zoho CRM pipelines with WhatsApp-connected capture and routing.
Capture
Portal and WhatsApp inquiries into CRM.
Route
Round-robin / territory assignment to agents.
Coach
Pipeline reports for managers.
Capability map
What we shipped
- Lead capture
- WhatsApp integration
- Assignment rules
- Pipeline reports
Results & impact
What changed for the business
- Draft — results to be added.
Technology stack
Built with
Principles
What kept it stable
- First response time is a product feature
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