Every year, more than 2,500 small and medium-sized businesses in twenty countries use Leadsales to strengthen communication with their customers. Why? Because it’s a CRM system that centralizes WhatsApp, Facebook and Instagram conversations in one place, allowing you to triple your sales in just 90 days.
With our CRM, businesses interact in real time with their customers, and this direct connection improves the response to their needs and streamlines the entire sales process. But before learning how a CRM for WhatsApp optimizes your sales process, you should know everything about Leadsales: how it works and what it can offer your business.
What is Leadsales
Leadsales is a customizable CRM (Customer Relationship Management) tool focused on boosting sales through WhatsApp and whatsapp blasting social networks like Facebook and Instagram.
Its integration with WhatsApp allows you to take advantage of one of the most popular communication channels to manage sales, implement marketing strategies and offer technical support. In 2024, this platform will have a user base that will exceed 3 billion , allowing you to maintain direct and effective contact with your audience.
How Leadsales Works
Leadsales CRM works through an innovative approach that organizes your sales interactions horizontally, thanks to sales funnels . These funnels allow you to:
1. Organize chats
Centralize all WhatsApp, Facebook and Instagram conversations in one place for unified management. This allows conversations to be automatically assigned to the right agents in sales and customer service teams, thus improving efficiency.
2. Customize sales funnels
Sales funnels in Leadsales are customizable for effective lead management. With this feature, you can define the status of each lead, for example, whether you are close to closing a sale or if they require follow-up. This information will be visible to any agent, helping them to send an effective and personalized message.
3. Analyze campaigns and automate messages
The system offers real-time analysis and detailed reporting on campaign performance and customer interactions. It also automates repetitive tasks such as sending follow-up messages or responses, streamlining the sales process and allowing campaigns to be customized according to customer preferences.
How to create an account on Leadsales
Now that you have an idea of what Leadsales is and how it works, you just need to follow these simple steps to create an account:
- Go to https://leadsales.io and click on ‘ Create your account ‘.
- On the registration page, fill in the requested information and click the ‘ Create Account ‘ button.
- Access and navigate the CRM for free. If you want to configure and test all the features, you can opt for a 14-day trial period for $7. The initial setup is assisted, meaning someone on the team guides you through the process.
- If you want to access more features after the trial period, select the plan that best suits your needs and start boosting your business!
How to enter Leadsales
After creating your account, you now need to log in to set up your cloud workspace. Enter your company details, such as name, industry, phone number, and that’s it! You’re now in your workspace.
You can now connect your Facebook, Instagram and WhatsApp accounts to Leadsales.
1. To connect Leadsales with WhatsApp
- Access the connection : Click on the ‘ Connect ‘ button that appears next to WhatsApp on the Leadsales platform.
- Scan the QR code : Open the WhatsApp application on your mobile phone and scan the QR code displayed by Leadsales, just like WhatsApp Web.
When you connect your WhatsApp, previous conversations will not be imported; you will only be able to see messages received after the connection on the platform.
2. To connect Leadsales with Facebook and Instagram
- To connect Leadsales with Facebook and Instagram just click on ‘ Connect ‘, grant the necessary permissions and you’re done. Don’t forget to add your team members!
What our Leadsales customers say
Many companies from different sectors have chosen Leadsales to improve their communication with their customers traditional and digital marketing: advantages and disadvantages on platforms such as WhatsApp, Facebook and Instagram.
This is what they have to tell you about us. If you want to see more real testimonials go to: Success stories using Leadsales CRM .
ICEL University – educational center
Omar Peréa, representative of the digital marketing area at Universidad ICEL, an educational institution with presence in Mexico, the State of Mexico and Morelos, explains that:
“I recommend Leadsales for any industry that needs efficient contact management and better communication. It has allowed us to organize queries from students and prospects, assigning them appropriately in our contact center. The dashboard is user-friendly and the attention is immediate, improving the brand experience. Since we have been using Leadsales, our conversation management and response effectiveness awb directory have improved significantly.”
You can watch the full interview on our YouTube channel:
Omar Perea – ICEL UNIVERSITY | Leadsales #CoolCustomers
UpTrading – stock market education company
Ximena González is part of UpTrading, a Colombian stock market investment academy dedicated to training professional traders. She comments on Leadsales, highlighting its usefulness for completely virtual services like hers, but also for any type of company:
“Leadsales has been essential in providing excellent customer service, improving productivity and time management, as well as performing detailed analysis to optimize marketing strategies. The tool has allowed Up Trading to be more organized and effective in their management of clients and events.”
You can watch the full interview on our YouTube channel: Ximena Gonzalez – UpTrading | Leadsales #CoolCustomers
SCHIRP Asesores – financial advisory firm
Rebecca Quarchioni, CEO of SCHIRP Asesores, a company dedicated to offering financial advice, investment plans and financial products, mentions that the decision to adopt Leadsales was based on its ease of use and its ability to efficiently manage a high volume of contacts.
He also highlights that Leadsales’ CRM features and message scheduling have been crucial in reducing response times and improving customer service.
“At SCHIRP we manage more than 54,000 contacts with a team of just five people. This has allowed us to offer detailed and effective follow-up from prospecting to closing and subsequent customer follow-up.”
You can watch the full interview on our YouTube channel: Rebecca Quarchoni – SCHIRP | Leadsales #COOLCUSTOMERS
Red Eye – video production company
Fernando Rodriguez runs Red Eye , a company that offers commercial video production services and training for those who want to learn how to make videos.
He says that 100% of his company’s sales are made through WhatsApp and explains that he chose Leadsales for its ease of use and ability to integrate a CRM. This allows the entire team to work and communicate with customers from the same WhatsApp number, improving the organization and efficiency of the sales process.
“With Leadsales, the clarity and organization of the sales process has improved, reducing confusion and improving prospect retention . ”
You can watch the full interview on our YouTube channel: Fernando Rodríguez – Red Eye | Leadsales #CoolCustomers
Leadsales vs. other CRMs comparison
Each CRM has different approaches and capabilities that may be more or less suitable depending on the specific needs of your company.
That’s why we’re presenting you with a comparison of several CRMs, including Leadsales, to help you understand what each one has to offer. You can also see all the Leadsales alternatives here .
1. Zenvia
Zenvia is a system that manages communications across multiple platforms, including WhatsApp, Messenger, Telegram and Instagram.
Advantages
- Comprehensive communication control : allows you to manage all company communication, both internal and external, with options to automatically evaluate and route conversations through a bot, reducing human work and errors.
- Integrated CRM : It has a CRM that stores and analyzes customer data, facilitating the development of specialized marketing strategies based on these interactions.
- Extensive integrations : Offers integrations with platforms such as MercadoLibre, Salesforce, WhatsApp and Facebook Messenger.
Disadvantages
- Complex setup – Setup and implementation can be complicated and time-consuming, making it difficult to use and adapt.
- Distribution of plans and integrations setup : The most relevant features are limited to the pro plan, and some integrations are difficult to set up. In addition, there is a variable cost for the volume of WhatsApp messages and templates sent.
- High cost : The price can be high for small and medium-sized businesses.
Price
They have packages from $0 to $845 USD/month, with customizable plans from $20 to $400 USD/month.
2. Trengo
Trengo is a versatile CRM that centralizes all communication, both internal and with customers, across multiple channels to monitor customer satisfaction and automate tasks.
Advantages
- Centralized communications management : allows you to manage communications via WhatsApp, SMS, email and Instagram DM from a single phone number and with a multi-agent team.
- Automation: It allows you to automate conversations and workflows, which is very valuable in this type of tool.
- Use of Chatbots : Trengo has developed chatbots especially for its customers, facilitating fast and efficient service.
Disadvantages
- Communication limitations: Despite offering multiple channels, it does not allow the use of mentions to interact with peers within the platform.
- Lack of conversation history: Previous conversations with customers cannot be accessed, limiting continuity of care.
- High costs: It can be expensive, especially for small businesses.
Price
From $136 USD/month to $338 USD for the most advanced plan.
3. Whaticket
Whaticket enables you to boost marketing and customer service results through multi-agent and omnichannel capabilities.
Advantages
- Easy integration : it connects via a QR code, making it easy to implement.
- Intuitive interface: designed to be easy and safe for users.
- Cross-platform: compatible with various platforms such as WhatsApp, Facebook and Instagram.
Disadvantages
- Lack of official API: It does not have a WhatsApp Business API, which means it has no official connection with WhatsApp.
- Unstable QR Connection – QR connection functionality may be unreliable.
- Limited integrations: Lacks robust integrations with other systems.
- High cost : the price can be considered high for the type of service offered.
Price
Starting at $49 USD/month, with plans up to $109 USD/month
4. Leadsales
Leadsales is the first WhatsApp CRM in Mexico, supported by Meta as Business Partners . Our CRM specializes in integrating platforms such as WhatsApp, Facebook and Instagram, optimizing the management of customer interactions on social networks.
Advantages
- Customizable funnels : Allows you to capture and manage leads efficiently with your sales funnels.
- Sales follow-up: Schedule and send messages at the date and time of your choice, keeping in touch with your customers in an automated and timely manner.
- Chat Analytics & Organization – Provides detailed analytics and organization of contacts.
- Ease of use and customization : It has a user-friendly and intuitive interface, suitable for all levels of users.
- Leadbot chatbot «No-Code» : allows you to integrate your chatbot to automate customer service by sending product or service information.
- WhatsApp Multi-Agent: incorporate your entire team into the platform and avoid losing messages.
Disadvantages
- Specific focus : Your approach may not be suitable for all companies looking for specialization.
- Limited adaptability – May not be ideal for businesses that do not focus on the aforementioned communication channels.
Price
$7 USD for 14 days of setup, Monthly plan of $83.99 USD.
You may be interested in reading about how to choose a CRM for your business.
Leadsales, your ally to communicate and sell more
Leadsales is the ideal CRM to optimize your sales processes and improve control of interactions with your customers. With its integration into platforms such as WhatsApp, Facebook and Instagram, and its automation and customization features, it allows you to effectively lead the digital transformation of your company.
