From lead to sale, the whole process on one panel
Sodo CRM pulls leads from Meta ad forms automatically and lets you manage everything from the WhatsApp conversation to the appointment, from the quote to payment, on one screen with your team. Instead of scattered spreadsheets, missed notifications and personal follow-up habits, a tidy process everyone can see.
The sales process starts the moment the form arrives
- The lead lands in the CRM. Candidates from Facebook and Instagram forms are transferred straight into the company’s account.
- Fields are mapped. Phone, email and form-specific questions are matched to the right CRM fields.
- A salesperson is assigned. The lead goes to one person or a team; a form-specific welcome message fires automatically.
- The process moves to a sale. Calls, reminders, appointment, quote, treatment and payment are tracked on the same customer card.
AI Pro: see what to do each month, not just what happened
AI Pro analyses the month’s lead flow, pipeline results, loss reasons, quotes, team performance and anonymised WhatsApp conversations together. The report includes coaching notes per salesperson, recurring objections, recoverable leads and a plan for next month. Names, phones and emails are masked before analysis.
Reliable infrastructure for growing teams
Per-company data separation, a Meta lead safety net (leads that cannot be fetched are queued and retried), manager visibility and a setup tailored to your team. Turkish, English, Bosnian and Albanian interface; manager, supervisor and salesperson roles.
Plans, pricing and the free trial: sodocrm.com · Try it free for 3 days