01
Requests from the bot become leads with the whole conversation
Before clients write to the bot, someone copies their messages into the CRM by hand once a day, and the details get lost.
After the bot asks what the client needs, when and where, and creates a lead in the CRM with the answers and a link to the chat; the manager replies from the CRM and the client sees the reply in the same bot.
02
Order status and delivery updates in the client's Telegram
Before clients call to ask where the order is, and the manager looks it up in the CRM every time.
After when the order moves to 'shipped' in the CRM, the bot sends the client the parcel number and a button to track it; a client can also press 'my orders' in the bot and get the list from the CRM.
03
The team's group as a control panel
Before the owner opens the CRM several times a day to see whether anything new came in.
After the bot posts to the team's group a short line for every new lead, every deal that moved to 'won' and every task overdue by more than an hour, with a link to the card; the owner sees the day's picture in Telegram without opening the CRM.
04
An AI assistant in the bot answers around the clock
Before the bot only says 'a manager will contact you' and clients leave.
After the assistant answers questions about products, availability and terms from the CRM and the catalogue, offers time slots, and when the question is beyond it, hands over to a manager with a summary of the conversation; the whole dialogue is saved in the lead.