How does Leadsales work?


If you’ve made it this far, you’ve probably already heard about CRMs or Leadsales. It’s a platform that allows users to engage with their customers through WhatsApp Business using different devices. It also offers a sales funnel that helps you manage all your conversations and track your customers’ progress in the sales process. But for now, we’re not going to talk about how sales funnels work, but rather how Leadsales functions.

If you’ve decided to use the best WhatsApp CRM in Latin America, the first thing you need to do is schedule a demo, where you’ll answer a very easy questionnaire, and then our Customer Success team will contact you.

But how does Leadsales work?

  • Connection:

You might think that connecting your WhatsApp Business account to Leadsales is time-consuming, difficult, and complicated. But don’t worry! It’s easier than you think because you can connect your account to our platform using a QR code, just like scanning a QR code for WhatsApp Web. It’s not complicated at all. To install Facebook and Instagram, your Facebook account must be connected to Instagram. You only need to validate the information, and voila, your communication channels are connected.

  • Sales Funnel:

With Leadsales, you can visualize your sales funnel horizontally, where you can see at which stage of the sales process your customers are, for example (Information, Interested Lead, Not Interested Lead, Lost Lead). These funnels are 100% customizable, so you can arrange them as you need. You can also move conversations between stages, add or remove stages as you wish. If you want to learn how to manage a sales funnel, we have an article on our blog that you can check out.

  • Conversation Assignment: 

You can easily assign conversations to each of your salespeople directly from the chat. This way, your entire team can respond to your customers quickly.

  • The Chat: 

Through the chat, you can interact with your customers by sending them voice messages, files, locations, and using quick replies that are preloaded.

  • Notes:

You can create notes to write important information about your customers, save quotations. These notes are internal, so only people with access to the chat can view them.

  • Follow-Up: 

With this feature, you can schedule messages to remind your customers, and they will be sent on the date and time you set.

  • Leadbot: 

You can send welcome messages and automate the process of sending information about your product and service.

Remember, you can always contact our support team to help you make the most out of the platform.

And that’s how Leadsales works! If you want to familiarize yourself with the platform, we recommend watching our demo video.


If you want to subscribe to our $7 offer for 7 days, click here or create your account on our website and start benefiting from Leadsales.


If you want to contract our offer of 7 dollars for 7 days, click here or create your account on our website and start taking advantage of Leadsales.

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