What you get

  • Named follow-ups so WhatsApp pings don't vanish
  • Quotations the desk can track — not lost PDF chats
  • Customer memory that stays with the business, not one phone

Not this

  • Not a full CRM / Salesforce clone
  • Not Tally or accounting — keep your books
  • Not a website — if customers can't find you yet, start with a clinic/shop presence page

Done with Sales OS — one product, one job. No catalogue maze.

Is this a CRM?

It is enquiry-to-sale work: follow-ups, quotes, memory — not a generic CRM.

Do I leave WhatsApp or Tally?

No. Keep both. This sits in the gap between chat and the books.

Enquire on WhatsApp