Lead management and follow-up for interior design firms
Every lead has a next step, and someone who owns it.
Forward a WhatsApp, Instagram or Justdial enquiry and the lead is created. An 8 AM call list on WhatsApp makes sure nobody goes cold.
The way it usually goes.
- Enquiries land everywhere.WhatsApp, Instagram, Justdial, a visiting card in someone's pocket. Half never reach a list.
- Leads go quiet and nobody notices.There is no next step written down, so the lead cools while everyone assumes someone else called.
- Lost, but nobody knows why.Without a reason on each lost lead, the same mistake repeats every month.
How it works in Pakka.
Capture without typing
Forward the message to Pakka, snap a visiting card, or import your Excel. The lead appears with the details filled in.
Start the day with a list
Each salesperson and their manager gets an 8 AM call list on WhatsApp, with overdue leads first.
Log it and move on
Log a call, a meeting or a note and the stage moves by itself. One evening voice note can update several leads.
Learn from the losses
Every lost lead records a reason, so you see where enquiries slip.
How it looks in WhatsApp Sample
Your calls today
- 11:00Sharma Residence, first call
- Overdue2 leads with no next step
- ReminderAn hour before each call
What you get.
Part of the Sales Desk. Built and working today.
- Forward a WhatsApp, Instagram or Justdial message to Pakka and the lead is created
- Snap a visiting card to add a lead
- An 8 AM call list on WhatsApp for each salesperson and their manager
- A reminder an hour before each call, with a short summary of the lead
- A pipeline from first call to Won, with a reason recorded on every lost lead
Questions owners ask.
Do my salespeople need a new app?
No. The call list and reminders arrive on WhatsApp.
Can I bring my existing leads?
Yes. Import them from Excel and they join the same pipeline.
What happens after the first meeting?
Send the client a branded brief to fill in on their phone, so the quote starts from what they told you.
Related
- BOQ and quotationsPakka drafts the BOQ from the client's brief and floor plan, fills every line from your own rate library, and flags what it cannot price. You check it and send it.Read more
- ProposalsBranded proposals by room or by workstream, with the payment plan and GST built in. Shared as a protected link, so a forwarded quote shows only a summary.Read more
- Interior project managementOne platform for sales, design, money and site, built for firms of 5 to 50 people. Your team stays on WhatsApp. Start with one desk and add the others when you are ready.Read more
Give us your messiest project. The first one is free.
Ten founding firms get their first project on Pakka free, set up with them over WhatsApp in an afternoon. Everyone else joins the waitlist, and we open in batches.
10 of 10 founding spots left
How the founding programme works · Questions? WhatsApp us
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