Never lose a lead again
Track every enquiry on a visual pipeline, get reminded when a follow-up is due, and turn won deals into customers you can bill straight away. Then bring them back with WhatsApp campaigns.
CRM
Win customers, then keep them
Leads pipeline
New → Contacted → Qualified → Proposal → Won, with sources, owners and lost reasons.
Follow-up reminders
Reminders with overdue alerts, and the overdue count right in the menu.
One-click convert
Turn a won lead into a customer and bill them straight away.
Customer 360
Spend, visits, favourites, churn risk and dues on one page.
WhatsApp campaigns
To a group, tier or past buyers, with a coupon each, and the results.
Feedback & NPS
Customer feedback and NPS after every sale.
Van sales
Routes, GPS check-ins, orders and collections on the road.
Customers on a map
See customers and suppliers on a map.
Automatic messages
Email, SMS and WhatsApp: invoices, reminders and a daily summary to the owner.
Talk to customers where they already are
Connect the WhatsApp Cloud API or your WhatsApp gateway and invoices, reminders and campaigns go out by themselves. Without one, ZaleBee opens WhatsApp with the message ready to send.
- Invoice PDFs and payment reminders
- Campaigns with a unique coupon each
- See which campaign brought sales back
CRM in your pocket
Leads, follow-ups and contacts work in the mobile app too, with tap-to-call and WhatsApp. Van sales staff check in with GPS and take orders and collections on the road.
- Tap-to-call and WhatsApp
- GPS check-ins on routes
- Approvals by push notification
FAQ
Questions, answered
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One platform