Module 04 · Clients (CRM)
A WhatsApp CRM: no quote forgotten
Every request from Customer service becomes a client in the pipeline, with no duplicates. You update it by talking normally ("I called her", "quote sent") and Leonor reminds you of the next step.
L
Leonoronline
New client in the pipeline 👤 Ana Ribeiro · 2-bed clean in Lagos. What’s the next step?
I need to send the quote by Thursday
Updated ✅ I’ll remind you on Wednesday at 17:00 🔔
Quote sent: 180 euros
What the module does
- Client pipeline: new, in contact, proposal
- Clients created from requests, with no duplicates
- Updates by message, the way you talk
- Quote and follow-up reminders
- Value of each proposal
- Source of each client
How to start
From the first message to a working module.
- 1
Message us on WhatsApp
Tell us briefly what you do and what takes up most of your time.
- 2
15-minute demo
You see Leonor working live, with an example close to your day-to-day.
- 3
Choose a module
A simple, clear proposal: what’s included, what isn’t and what it costs.
- 4
Go live
We set up the essentials with you, test them and follow the first few days.
FAQ
Questions about this module.
Do I need to fill in forms?
No. You say what happened and Leonor updates the pipeline.
Does it work without the Customer service module?
Yes, but together every request enters the pipeline automatically.
Can I export my clients?
Yes. Export is agreed with you. If you leave, you take what’s yours.
See it working on your WhatsApp
in 15 minutes.
No commitment. No forms. Just a chat.
I want to see the demo