CRM • CUSTOMER INTELLIGENCE
Turn Every Customer Conversation Into Actionable Intelligence
Manage contacts, conversations, leads and customer journeys while turning your business data into clear insights from one powerful workspace.
CRM Snapshot · Demo Data
Contacts—
New Leads—
Conversations—
Follow-ups—
Lead Growth
Conversations
Select a step to simulate CRM → Analytics flow.
One Workspace for Every Customer
CustomerDemo Contact
WhatsApp+91 XXXXX XXXXX
Lead SourceWhatsApp
TagsDemo · Hot
Assigned AgentSales Team
Last ConversationToday
Lead StatusNew → Qualified → Follow-up → Won
🖼️
CRM Customer ProfileContact details, tags, agent and status in one view.Lead Pipeline
New Leads
Enquiry
Contacted
WhatsApp reply
Qualified
Budget OK
Proposal
Plan shared
Won
Closed
🖼️
Lead Pipeline / KanbanNew → Contacted → Qualified → Proposal → WonSee What Your Customer Data Is Telling You
Lead TrendsDemo Data
Conversation VolumeDemo Data
Campaign ActivityDemo Data
Agent ActivityDemo Data
Lead SourcesDemo Data
Pipeline StatusDemo Data
🖼️
Analytics DashboardTrends, volume and pipeline charts — demo data.CRM → Analytics Flow
Customer↓
WhatsApp Conversation↓
CRM Contact↓
Lead / Pipeline↓
Team Activity↓
Analytics↓
Business Decision
Automation + CRM
New Lead→
Tag Applied→
Agent Assigned→
Follow-up→
CRM Updated→
Analytics Updated
🖼️
CRM → Analytics WorkflowFrom conversation capture to insight.Use Cases
Sales Teams
Manage leads and follow-ups.
Customer Support
Track conversations and activity.
Marketing
Campaign and lead activity.
E-commerce
Customers and order chats.
Real Estate
Property enquiries and leads.
Education
Student enquiries and admissions.
Why HelloBotz
Centralized Customer Data
Lead Management
Team Visibility
Customer Activity Tracking
Analytics & Reports
Actionable Insights
FAQ
A workspace to manage contacts, leads, assignments and customer activity connected to WhatsApp conversations.
Yes — leads from WhatsApp can be stored, tagged and assigned where configured.
Yes — assign agents and collaborate based on your team setup.
Conversation, lead and campaign-style insights depending on your plan and connected data.
Yes — activity in CRM feeds the intelligence view so teams can act on the same customer data.
