Lead CRM
Stop losing WhatsApp leads after the first reply.
Bow Chat turns WhatsApp into a sales operating system: every enquiry gets an owner, a status, context, next action, and a review path so managers can see what is actually moving.
Workflow in practice
Move a new enquiry toward a booked demonstration.
A business buyer asks whether your service fits three branches. The answer requires qualification, a specialist and a scheduled next conversation.
- Capture the requirement
- Keep the enquiry with the contact, branch requirements and qualification notes. Use a consistent label or stage so managers can find similar work.
- Give the next step an owner
- Assign the specialist, prepare the relevant answer and record the callback or demonstration follow-up. The customer’s reply stays attached to the enquiry.
- Review the commercial outcome
- Track the conversation through the agreed stages. A manager can distinguish an active opportunity from an enquiry waiting for the customer or for the team.
Compare enquiries by source, follow-up completion and movement to the next stage. Define the outcome before treating replies as sales.
Read the setup guide →Workflow fit
Built around the job your team is trying to finish.
Keep the conversation, its owner and the next action together throughout the customer relationship.
Lead assignment
Give every incoming enquiry a clear owner and escalation path.
Qualification notes
Record requirement, budget, location, urgency, and buying stage.
Follow-up reminders
Create reminders and status checks around open opportunities.
Manager review
See unassigned, waiting, stale, and closed conversations.
AI assist
Use AI to summarize requirements and help agents respond faster.
Campaign continuity
Route reactivation replies back into the same CRM workflow.
Operating path
From the first enquiry to a clear next action.
Connect your channels, configure the team and put routing, follow-up and reporting around the work you handle every day.
Map lead stages
Define new, qualified, follow-up, won, lost, and no-response stages.
Connect WhatsApp conversations
Bring inbound and campaign replies into Bow Chat.
Assign every enquiry
Make ownership visible from the first customer message.
Track follow-up tasks
Create reminders for quotes, callbacks, demos, payments, or visits.
Review outcomes
Use labels and reports to learn which sources produce qualified leads.
Best use cases
Where this workflow helps your team.
Match the setup to the people who handle the conversation and the outcome the customer needs.
Founder-led sales
Stop losing leads when the founder is not checking every chat.
Inside sales teams
Give managers a live view of pipeline movement.
High-volume inbound
Keep many WhatsApp enquiries moving without manual spreadsheets.
Reactivation campaigns
Treat every reply as a lead, not just another message.
Frequently asked questions.
Understand the channel setup, team controls and workflow before your walkthrough.
Is Bow Chat a full CRM?
Bow Chat is a conversation-first CRM layer for teams whose leads start or continue on WhatsApp.
Can it track follow-ups?
Yes. Follow-up discipline is one of the main reasons to use Bow Chat instead of personal WhatsApp handling.
Can this work with Instagram or calls too?
Yes. Bow Chat can combine WhatsApp with Instagram, voice, email, live chat, and automation workflows.
WhatsApp CRM Lead Management
See the workflow with your team’s real requirements.
Bring a representative conversation, your team structure and the next action you want to improve. We’ll walk through the channel setup, ownership and follow-up together.