Digify Soft Solutions – Complete Lead Management System

Every business wants more sales. But the truth is, getting leads is only the first step. The real challenge is managing those leads properly — from the first message to the final bill.

Many companies lose potential customers because:

• Their field team and backend team work separately.
• Updates are not done in real time.
• Follow-ups are missed.
• Quotations and orders are delayed.
• They don’t have automation or chatbot support.

Digify Soft Solutions solves all these problems with one single powerful platform —

👉 A Complete Lead Management System that connects your entire sales process:

Lead ➝ Quote ➝ PO ➝ Order ➝ Billing ➝ Invoice

Capture Leads from Anywhere

Leads can come from many sources:

• WhatsApp messages
• Incoming calls
• Website contact forms
• Social media ads
• Walk-in customers
• Referrals

Our system automatically captures all leads in one dashboard.

• No need for manual entry.
• No searching through WhatsApp or call logs.
• Every lead is assigned to the right salesperson or agent.

Example:

A customer messages your WhatsApp Business number.
The system auto-creates a lead with their name, number, and message.
The backend team or field agent can instantly start working on the lead.

👉 Result: No leads are missed. Response time is fast.

Real-Time Collaboration Between Teams

In many businesses:

• Field salespeople keep updates on paper or personal phones.
• Backend agents don’t know the latest status.
• Managers have no clear visibility.

Digify Soft Solutions allows real-time collaboration:

• Field agent updates the lead after the meeting.
• Backend team sees the status immediately.
• Everyone works together on one screen.

👉 This improves:

• Team communication
• Lead follow-up quality
• Customer experience

Quick and Easy Quote Generation

Once a customer confirms interest:

• Sales team can create a quotation right inside the system.
• No need to use Word, Excel, or separate software.
• Product details, pricing, and terms are added quickly.
• Quotation is sent to the customer in just a few clicks.

All quotations are stored automatically with the lead. Everyone can track:

• When it was sent
• What was offered
• Who handled it

👉 This saves time and avoids errors.

Convert PO to Order and Billing

After PO approval:

• The system automatically converts it into a Sales Order.
• Internal approvals can be done with one click.
• The order moves to the billing team.
• Once payment is received, the invoice is generated automatically.

👉 Complete flow:

Lead ➝ Quote ➝ PO ➝ Order ➝ Billing ➝ Invoice

No manual work. No double entry. No delays.

Built-in Approvals for Control

To keep the process secure and controlled:

• Quotations can be set to go for manager approval before sending.
• POs can be verified before order creation.
• Orders and invoices can be checked by authorized staff.

This ensures:

Correct pricing

No unauthorized discounts

Clear accountability

Full audit trail

Approvals can be done from desktop or mobile — quick and simple.

Built-in Approvals for Control

To keep the process secure and controlled:

• Quotations can be set to go for manager approval before sending.
• POs can be verified before order creation.
• Orders and invoices can be checked by authorized staff.

This ensures:

• Correct pricing
• No unauthorized discounts
• Clear accountability
• Full audit trail

Approvals can be done from desktop or mobile — quick and simple.

AI Chatbot – Your 24/7 Sales Helper

Customers often send messages at night, on weekends, or outside working hours.
Your team can’t reply all the time, but our AI chatbot can.

✨ What the chatbot can do:

• Reply instantly to WhatsApp or website inquiries.
• Share PPT, PDF, Excel or product brochures from the system.
• Answer common questions (price, features, availability).
• Collect customer details automatically.
• Pass only hot or serious leads to the sales team.

Example:

• If someone just asks about pricing, the bot answers.
• If the customer wants to buy, the bot alerts your team.

👉 This saves your team’s time and improves customer service.

Hot Lead Detection with AI

Not every lead is ready to buy. Some are just asking basic questions.

Our system uses AI to score leads:

• Hot leads (ready to buy) get top priority.
• Warm or cold leads can be nurtured through automated messages.
• Salespeople focus only on leads that really matter.

👉 This increases conversion rates and saves time.

WhatsApp, Calls & All Channels in One Place

Digify Lead Management System connects with:

• WhatsApp Business
• Call management systems
• Website chat
• Email campaigns
• CRM / ERP

👉 This means:

• Every message, call, or email is saved with the lead.
• Your team sees full conversation history.
• Managers can track communication quality and speed.
• No need to check multiple apps. Everything is inside one platform.

Auto Follow-Ups & Reminders

Many businesses lose customers just because they forget to follow up.

With our system:

• Automatic reminders are sent for follow-ups.
• Calendar integration helps salespeople plan meetings.
• Customers can receive automatic WhatsApp or email reminders.

👉 No more lost leads.

👉 More chances of closing deals.

Real-Time Dashboard & Reports

Managers need a clear picture of what’s happening.

Our dashboard shows:

• Total leads received
• Hot leads
• Quotes sent
• PO received
• Orders generated
• Invoices made
• Follow-ups pending

Reports can be sorted by:

• Date
• Team member
• Location
• Product or service

Managers can check all this on mobile too.

👉 This helps in better decision-making and faster action.

How the AI Chatbot Helps Your Business

Our chatbot isn’t just a basic bot. It uses AI (Artificial Intelligence) and NLP (Natural Language Processing) to:

• Understand real customer intent
• Collect data automatically
• Schedule demos or trigger quote actions
• Learn and give better answers over time

This reduces manual work for your team and makes the customer experience fast and smart.

• 24/7 customer support
• Faster lead response
• Less workload on your staff

Easy to Customize

Every company works differently. Our system can be customized to match your process:

• Add your own fields and workflows
• Set approval rules as per your team structure
• Connect with your existing ERP or accounting system
• Add or remove features as your business grows

👉 Whether you have 5 users or 5,000 users — it scales easily.

Safe and Secure System

Your data is very valuable. We make sure it stays safe:

• End-to-end data encryption
• Secure cloud hosting
• Role-based access control
• Audit trails of every action
• Only authorized people can see or change data

We take data privacy and security very seriously.

Example of How the System Works

Let’s take a simple example:

• A customer sends a message on WhatsApp.
• The AI chatbot replies instantly and collects their name and requirement.
• The system creates a lead automatically.
• If the customer is serious, the bot sends the lead to a salesperson.
• The salesperson talks to the customer.
• A quote is created and shared.
• Customer approves the quote → sends PO.
• PO is approved and converted to an order.
• Billing is done and invoice is generated.
• Manager can see the full lead journey in the dashboard.

All this happens in one platform — fast, easy, and without confusion.

Key Benefits of Using Digify Lead Management

• Leads from WhatsApp, Calls, Website — All in One Place
• Field & Backend Teams Work Together
• Fast Quoting and PO Processing
• Automatic Order and Billing
• Smart Chatbot for Instant Replies
• Hot Lead Detection
• Reminders and Auto Follow-ups
• Real-Time Reporting
• Secure and Easy to Use

This system gives your sales team more time to sell and less time doing manual work.

Why Choose Digify Soft Solutions

• Easy to Use: No complicated steps. Anyone can learn quickly.
• AI Automation: Saves your team’s time.
• Fast Response: No lead is ever missed.
• Works on Mobile and Desktop: For office and field teams.
• Customizable: Fits your exact sales process.
• Scalable: Grows with your business.
• Secure: Data is safe and private.

👉 We give your business the tools to grow faster.

Future of Sales = Smart Lead Management

Sales is no longer about just collecting leads. It’s about responding fast, working smart, and closing deals quickly.

With Digify Soft Solutions Lead Management System, you can:

• Manage your leads from WhatsApp to Invoice in one place
• Automate your sales steps
• Use AI bots to handle basic queries
• Give your team more time to focus on real customers
• Increase your conversions and revenue

This is not just a software — 👉 It’s your complete digital sales engine.