SmartBDM Sales super app
Give your whole sales team one place to move leads forward.
A sales funnel leaks when enquiries have no owner, conversations are scattered, and follow-ups depend on memory. SmartBDM brings lead management, WhatsApp, calls, AI assistance, field sales, and team visibility into a single sales super app.
For sales teams handling enquiries and follow-ups across office staff, tele-callers, field representatives, and managers.
Explore SmartBDM ↗Give every enquiry an owner.
Leads from forms, WhatsApp, and webhooks enter the CRM and can be routed to a representative. Custom pipelines, stages, and fields let the team track opportunities around the way your business sells.
Know which lead to work on next.
Lead scoring and a ranked daily plan help representatives prioritise. Overdue actions, today’s follow-ups, and new leads become a working queue, rather than a long list everyone has to interpret for themselves.
Keep follow-ups from slipping.
AI suggests or sets next steps, updates stages, and flags leads going cold. Representatives get reminders, while managers can see where attention is needed before an opportunity sits untouched for too long.
Keep the conversation with the business.
The shared WhatsApp inbox holds chat history, media, and ownership on the lead record. Reassigning a lead moves the conversation with it, and customer chats stay available when a representative leaves.
Spend less time writing up the CRM.
AI reads notes and chats, summarises customer needs, and suggests actions. With credit-based voice notes, representatives can speak an update in Indian languages and have it turned into a note, stage change, and follow-up.
Keep field sales connected.
The iOS and Android apps let representatives work their daily plan, read and reply on WhatsApp, attach field photos, and receive follow-up alerts. Tap-to-call through a connected IVR records the activity against the lead.
See what is happening across the team.
Team updates bring calls, notes, messages, and stage changes into one feed. Analytics connect performance numbers to records, while pipeline cleanup and discovery checks help managers review the substance behind an opportunity.
Respond to enquiries beyond working hours.
Smart Inbound uses AI to reply on WhatsApp, ask qualification questions, and hand engaged enquiries to a representative. It helps the team pick up a conversation with context instead of starting again from an unanswered message.
Work older lists with AI assistance.
Smart Outreach combines AI calling and WhatsApp to engage older lead lists and hand interested contacts to the team. Consent, opt-outs, and messaging controls remain part of the workflow.
