Sales

Every Lead Source. One Inbox. Auto-Qualified.

Website forms, WhatsApp, social ads, and referrals — all captured in one omnichannel CRM with chat flows that qualify leads before your reps pick up the phone.

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Overview

Stop Losing Leads That Never Hit Your Inbox.

Prospects message you on WhatsApp, fill website forms, click Facebook ads, and call the office — but most CRMs only track email. Qwetzal's omnichannel CRM unifies every source, auto-qualifies through chat flows, and routes hot leads to the right rep in minutes.

Omnichannel CRM — unified lead inbox and chat qualification flows

Platform capabilities

Omnichannel Capture, Chat Qualification, Smart Routing

From first enquiry to closed deal — every channel, conversation, and touchpoint in one CRM:

Unified lead inbox — website forms, WhatsApp, Facebook, Instagram, Google Ads, email, and API sources
Chatbot qualification flows with scripted questions, branching logic, and automatic lead scoring
Auto-routing qualified leads to reps by score, source, territory, product, or round-robin rules
Full conversation timeline — chat, calls, emails, notes, and tasks on one contact record
Kanban deal pipeline with custom stages, values, and ownership accountability
Channel-wise reporting — enquiry volume, qualification rate, pipeline, and closed deals per source

Why Qwetzal

Omnichannel CRM Without the Enterprise Price Tag

Most teams stitch together five tools to handle web forms, WhatsApp, and pipeline tracking. Ours does it in one platform — with chat flows that qualify leads so reps only talk to prospects who are ready.

White-label ready for agencies and SaaS businesses. Connect your website forms in minutes — no custom dev required.

Problem solving

Leads Arrive Everywhere — Your CRM Should Catch Them All

Omnichannel is not a buzzword. It is the reality of how prospects find you today.

Website forms, WhatsApp, Instagram DMs, Google Ads, and phone calls all generate leads — but most teams only track the ones that land in email. The rest slip through.

What stood in the way

Website form leads sit in inbox while WhatsApp and social enquiries live elsewhere
No single view of leads across channels — source attribution is guesswork
Sales reps manually qualify every enquiry — slow response kills hot leads
Chat conversations not connected to CRM — context lost when rep takes over
Marketing cannot measure which channels produce qualified vs junk leads

How the platform solves it

An omnichannel CRM that captures every lead in one inbox, auto-qualifies through chat flows, and routes hot prospects to the right rep instantly.

Unified lead inbox — website forms, WhatsApp, Facebook, Instagram, Google Ads, and API sources in one place
Chatbot flows that auto-qualify leads with scripted questions, scoring, and branch logic
Auto-routing qualified leads to the right rep based on score, source, territory, or product
Full conversation history — chat, email, calls, and notes on one timeline per contact
Channel-wise reporting — see which sources produce qualified leads and closed deals

Case study

Slog Solutions unified omnichannel leads and auto-qualification on one CRM

Slog Solutions Sales & operations

Slog Solutions received leads from website forms, WhatsApp, and partner referrals — but each channel lived in a separate tool with no qualification or routing discipline.

Read full case study

Omnichannel CRM with chat flows and lead qualification

The challenge

Website enquiries went to a shared inbox while WhatsApp leads were handled ad hoc. Reps spent hours qualifying basic questions manually. Leadership could not see which channels produced real opportunities.

The solution

We deployed the omnichannel CRM with website form capture, WhatsApp integration, chatbot qualification flows, auto-scoring, and rep routing — all visible on one pipeline.

All

Lead sources unified in one inbox — web, WhatsApp, and referrals

Auto

Chat flows qualify budget, timeline, and fit before rep contact

<5 min

Average routing time for qualified leads to assigned rep

Live

Channel-wise conversion reporting for marketing and sales

Website, WhatsApp, referrals — everything lands in one place now. Chat flows handle the basics so reps only talk to leads that are actually ready.

Sales leadership

Slog Solutions

Before & after

Measurable change once the platform went live.

Once every channel fed one inbox with auto-qualification, reps stopped chasing junk and marketing finally saw which sources converted.

Lead capture

Prospects enquired via website, WhatsApp, and partner referrals simultaneously.

Before

Each channel had its own inbox — leads duplicated, missed, or responded to hours later.

After

Every source flows into one CRM inbox with source tags, timestamps, and deduplication.

Lead qualification

Reps wasted time on enquiries that were never going to buy.

Before

Manual qualification on every call — reps asked the same questions repeatedly.

After

Chatbot flows auto-qualify budget, need, and timeline — only scored leads reach reps.

Channel intelligence

Marketing needed proof of which channels produced revenue, not just volume.

Before

No source-to-close tracking — ad spend decisions based on lead count alone.

After

Channel-wise funnel — enquiries, qualified, pipeline, and closed deals per source.

FAQ

Questions teams ask before they buy.

Which lead sources can connect to the CRM? +

Website forms, WhatsApp Business, Facebook Lead Ads, Instagram, Google Ads, email, phone, CSV import, and custom API/webhook endpoints — all into one inbox.

How do chat flows auto-qualify leads? +

You design conversational flows with questions, branching logic, and scoring rules. Leads answer via chat widget or WhatsApp — qualified prospects are tagged and routed automatically.

Can reps take over from the chatbot mid-conversation? +

Yes. Reps see the full chat history and can jump in seamlessly. The bot hands off when a lead is qualified or requests a human.

How does lead routing work after qualification? +

Rules route by lead score, source, product interest, territory, or round-robin. Hot leads trigger instant notifications to the assigned rep.

Does the website form connect without custom development? +

Embed our form widget or connect your existing forms via webhook. Submissions appear in the CRM inbox with source attribution within seconds.

Can we see which channels produce the best leads? +

Channel-wise dashboards show enquiry volume, qualification rate, pipeline value, and closed deals per source — so marketing spend follows revenue, not vanity metrics.

Certifications & Recognition