Oleon

Capture and follow up leads

Every enquiry is a customer you have not lost yet.

Plenty of people ask a question and then go quiet. They were interested, and a week later nobody remembers who they were. Keep every one of them, know what they asked about, and get back in touch at the right moment.

Collect details as they chat.

Ask for a name, an area or what they are looking for as part of the conversation, or send a short form inside WhatsApp. The answers are saved, not buried in the thread.

Sorted without anyone sorting.

Tag a customer automatically when they reach a point in the chat, like "asked for a price", so your lists build themselves.

Follow up a whole list at once.

Send one message to everyone who asked about a product and did not buy. Their replies come back into the inbox as normal chats.

Shared with the team.

Lists live in the workspace, not in one salesperson's phone or spreadsheet, so leads stay with the business when people change.


Tech specs

Every one of these is a screen in the product.

  • Menus, questions and conditions
  • WhatsApp Forms
  • Label a contact by reaching a step
  • Shared lists
  • A label applied by a list
  • Templated sends
  • Replies come home

Questions

Before you ask.

The ones we hear most about Capture and follow up leads. If yours is not here, the answer is a message away.

Can we bring in leads we already have?

Yes. Import them from a spreadsheet, with a preview before anything is saved.

Can we message leads who have gone quiet?

Yes, with a message WhatsApp has approved in advance, to people who agreed to hear from you. That is WhatsApp's rule, and it is what keeps your number safe.

Can we see what a lead asked about before?

Yes. Open the customer and every conversation you have had with them is there.


It starts with one conversation.

Bring the channels you already answer on into one place, and see what the rest of the week looks like.

Not ready to sign up? Join the waitlist and we will come to you.

Capture and follow up leads · Oleon Workspace