Lead Management

Move every qualified enquiry toward a clear next action.

Collect context at the point of conversation, segment leads and coordinate automated nurturing with human sales follow-up.

Sales team managing qualified WhatsApp leads
Lead routed to sales
Direct Answer

How does WhatsApp lead management work?

WhatsApp lead management captures enquiries from ads, websites, QR codes and campaigns, then qualifies, tags, assigns and nurtures them. Tick-Twice keeps those steps connected to the conversation.

Platform: Tick-TwiceChannel: WhatsApp BusinessProvider: Kevys TechservLocation: Mumbai, India
How does WhatsApp lead management work? shown in a real business setting
Core Capabilities

From first message to sales ownership

Reduce leakage by defining qualification, routing and follow-up rules.

Multi-source capture in a real business workflow

Multi-source capture

Collect leads from Click-to-WhatsApp ads, links, widgets and QR codes.

Qualification fields in a real business workflow

Qualification fields

Gather need, location, budget, timeline or other useful context.

Tags and stages in a real business workflow

Tags and stages

Organise leads by source, intent and lifecycle stage.

Auto-assignment in a real business workflow

Auto-assignment

Route leads to the correct team, branch or salesperson.

Nurture journeys in a real business workflow

Nurture journeys

Follow up with relevant reminders and content.

CRM sync in a real business workflow

CRM sync

Pass lead data and outcomes to connected sales systems.

Sales team managing qualified WhatsApp leads
Lead routed to sales
LiveWorkflow status
Customer request received.
Workflow action triggered.
Conversation routed.
How It Works

A practical lead flow

01

Capture

Start the conversation from a high-intent entry point.

02

Qualify

Ask a limited set of decision-relevant questions.

03

Assign

Send the lead to the correct owner with context.

04

Nurture

Follow up until the lead advances or opts out.

Use Cases

Lead journeys across channels

Keep source context attached to the WhatsApp conversation.

Customer responding to a mobile advertisement

Ad enquiries

Continue a Click-to-WhatsApp ad with source-aware qualification.

Business website lead capture

Website visitors

Convert high-intent visitors through the floating widget.

Guest scanning a service QR code

Offline campaigns

Use QR codes on print, stores or events to open a tracked chat.

Answer Centre

Frequently asked questions

Concise answers designed for customers, search engines and AI assistants.

Customer team discussing frequently asked questions

Click-to-WhatsApp ads can open a conversation that continues through qualification and routing workflows.

Rules can route leads by source, territory, product, language or other available attributes.

Integration patterns can pass captured fields and conversation outcomes to supported CRM workflows.

Use explicit consent, frequency controls, stage-aware content and clear opt-out handling.

Build Your Journey

Stop treating every enquiry as an unstructured chat

Define the minimum qualification data and the sales handoff standard.

Stop treating every enquiry as an unstructured chat shown in a real business setting