Follow-up without the daily chase
Connect opted-in WhatsApp conversations, CRM records, and reminders so the next action has a clear owner.
Dialoghub / India
Let your systems carry
the follow-up.
Your enquiries, customer records, and day-to-day work should stay connected. We help small and growing businesses turn manual handoffs into a clear, working process.
Discuss Your Workflow
No pitch. Just a focused 20-minute conversation about your current systems.
INDIA / CONNECTED SYSTEMS
EXAMPLE / A CONNECTED WORKFLOW
- Enquiry from a form, ad, or message
- Customer record captured in one place
- Team member assigned with context
- Follow-up triggered at the agreed time
Built around your reality
Growth shouldn’t mean
more work to copy.
Start with the process your team repeats every day. Build a reliable way to move it forward.
Customer details in the right place
Replace repeated copying between forms, spreadsheets, and the CRM with an agreed flow of information.
A clearer view of your enquiries
Bring lead source, response status, and pipeline progress into reporting your team can use.
The right fit starts with the process
For D2C, real estate, and service businesses
If your team works across messaging, spreadsheets, and customer tools, we start by understanding how those pieces fit together. Your industry informs the workflow; your actual systems define the scope.
Understand the actual setup
Map your existing tools, the people involved, and where the process breaks.
Approve your Automation Blueprint
Review the three priority automations, scope, and responsibilities before we build.
Implement, test, and hand over
A focused 60-day engagement with progress updates, documentation, and team training.
A useful first conversation
What happens after a new enquiry reaches your business?
We map that journey with you, identify the friction, and define the first improvements in the Automation Blueprint.
Discuss Your Workflow
No pitch. Just a focused 20-minute conversation about your current systems.
DIALOGHUB / AUTOMATION BLUEPRINTEXAMPLE
From enquiry
to a clear next step.
to a clear next step.
Illustrative business · Professional services
PROPOSED CONNECTIONS
Enquiry
CRM record
Assigned owner
No response? Create a follow-up task.
01 / CURRENT SETUP
Website form → shared inbox → manual spreadsheet
02 / WHERE IT BREAKS
Repeated data entry. Unassigned enquiries. Follow-ups that depend on memory.
03 / AGREED AUTOMATIONS
01 Form enquiry → CRM record
02 Requirement → assigned team member
03 No response → follow-up task
TOOLS · OWNERS · TIMELINECLEAR SCOPE
Before we connect
A few questions,
answered.
Can you work with our existing spreadsheet or CRM?
Yes, the audit begins with what you use today. We check the available connections and permissions before proposing a workflow.
Can WhatsApp be part of the workflow?
Yes. We assess your Business API setup, customer permissions, templates, and team process to define an appropriate messaging flow.
Does the first engagement cover every process?
The first engagement prioritises three high-impact automations agreed in the Blueprint. Further workflows and ongoing support are scoped separately.