Your pipeline shouldn’t live in WhatsApp scrollback. Every enquiry lands as a lead, gets a score and an owner, and carries its deal, with payment status on the same card, because the CRM and the books are one app.
Your first day
- Meet the Leads board: everything inbound, deduplicated and scored.
- Work the pipeline: stages, rotting alerts, next actions on every deal.
- Open the Inbox: WhatsApp, calls, email and SMS in one list.
Your rhythm
Daily: clear the Inbox, respond inside the first-response window, log activities (the SLA clock stops on your first contact), move deals. Weekly: publish a form or landing page, review Leads by source, send consent-checked sequences. Monthly: the Marketing funnel: which campaign’s leads actually paid. Yearly: territory and quota reviews read straight off won-deal history.
Two scheduled agents watch this desk for you: a Pipeline check for deals with no activity for weeks and stages the data says have already moved on without anybody updating them, and Quotes gone quiet, which ranks unanswered proposals by what they are worth and drafts the follow-up. Both read the CRM and leave you a notification. The send still waits for your tap, because nothing here contacts a customer on its own.