Every year, more than 2,500 small and medium-sized businesses across 20 countries choose Leadsales to enhance customer communication. Why? Because Leadsales is a CRM that centralizes WhatsApp, Facebook, and Instagram conversations in one platform, helping businesses triple their sales in just 90 days.
With Leadsales CRM, companies can interact with customers in real time, improving response times and streamlining the entire sales process. But before diving into how a WhatsApp CRM can optimize your sales, let’s explore what Leadsales is, how it works, and what it can do for your business.
What is Leadsales and how does it work?
Leadsales is a customizable CRM designed to help businesses boost sales through WhatsApp, Facebook, and Instagram.
By integrating directly with WhatsApp, Leadsales enables businesses to manage sales, implement marketing strategies, and provide customer support—all from one centralized platform. With over 3 billion users by 2024, WhatsApp remains one of the most powerful communication channels, allowing you to maintain direct and effective interactions with your customers.
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
Centralizes all WhatsApp, Facebook and Instagram conversations in one place for unified management. This allows conversations to be automatically assigned to the right agents in the sales and customer service teams, 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, if you are about to close a sale or if it requires 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 provides real-time analysis and detailed reports on campaign performance and customer interactions. In addition, it automates repetitive tasks such as sending follow-up messages or responses, streamlining the sales process and enabling the personalization of campaigns according to customer preferences.
How to create a Leadsales account
Now that you have an idea of what Leadsales is and how it works, just 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 on the ‘Create account‘ button.
- Access and browse the CRM for free. If you want to set up and test all the features, you can opt for a 14-day trial period for $7. The initial setup is assisted, i.e. someone from 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 connect your accounts with Leadsales
After you have created your account, now you have to log in to set up your workspace in the cloud. Enter your company data, such as name, industry, phone number, and that’s it! You are now in your workspace.
Now you can connect your Facebook, Instagram and WhatsApp accounts to Leadsales.
1. Connecting WhatsApp
- Access the connection: click on the ‘Connect‘ button next to WhatsApp on the Leadsales platform.
- Scan the QR code: open the WhatsApp application on your cell phone and scan the QR code that Leadsales displays, as if it were WhatsApp Web.
When you connect your WhatsApp, previous conversations will not be imported; you will only be able to see in the platform the messages received after the connection is made.
2. Connecting Facebook and Instagram
- To connect Leadsales with Facebook and Instagram just click ‘Connect‘, grant the necessary permissions and you’re done – don’t forget to add your team members!
What our customers say about Leadsales
Many companies from different sectors have chosen Leadsales to improve their communication with their customers on platforms such as WhatsApp, Facebook and Instagram.
This is what they have to tell you about us. If you want to know more real testimonials go to: Success stories using Leadsales CRM.
ICEL University – Educational Institution
Omar Peréa, representative of the digital marketing area at Universidad ICEL, an educational institution with presence in Mexico, 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 inquiries 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 using Leadsales, our conversation management and response effectiveness have improved dramatically.”
You can watch the full interview on our YouTube channel:
Omar Peréa – ICEL UNIVERSITY | Leadsales #CoolCustomers
UpTrading – Stock Market Education Academy
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 such as 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 analytics to optimize marketing strategies. The tool has allowed Up Trading to be more organized and effective in their customer and event management.”
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 handle a high volume of contacts.
In addition, he notes that Leadsales’ CRM and message scheduling capabilities have been crucial in reducing response times and improving customer service.
“At SCHIRP we manage over 54,000 contacts with a team of only five people. This has allowed us to provide detailed and effective follow-up from prospecting to closing and subsequent follow-up with clients.”
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 because of its ease of use and its 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, he has improved the clarity and organization of the sales process, which reduces confusion and improves lead retention.”
You can watch the full interview on our YouTube channel:Fernando Rodríguez – Red Eye | Leadsales #CoolCustomers
Leadsales: your ultimate ally for communication and sales growth
Leadsales is the ideal CRM to optimize your sales processes and improve the control of interactions with your customers. With its integration with platforms such as WhatsApp, Facebook and Instagram, and its automation and personalization features, it allows you to effectively lead the digital transformation of your company.
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