Samvaads for sales teams
From first touch to signed quote, on one record.
Capture the lead on your website or import your list, reach out from your own mailbox, talk on WhatsApp or the phone, then send the quote and collect the payment. Nothing to copy between a form tool, a CRM, an outreach tool, and a billing app.
Without one place for it
What usually goes wrong
The lead lives in four tools
The form fills one sheet, the emails sit in a mailbox, the WhatsApp chat is on a phone, and the quote is a spreadsheet. Nobody sees where the deal stands.
Follow-ups that depend on memory
Reps keep their own lists of who to call. When someone is out, their leads go quiet.
Quotes typed by hand
Prices, discounts, and GST are worked out in a spreadsheet, and the invoice is typed again in another app.
How Samvaads handles it
The same work, on one record
A pipeline for new business
ExampleA distributor fills in the dealership form on your site. The lead arrives with its UTM source, lands in the right stage, and shows up in the rep’s queue for today.
- Leads on a board or a daily queue, with your own stages, fields, and weekly targets
- Web forms on your site, by link, or inside a chat, with UTM and ad-click attribution
- A daily Copilot briefing on which leads to contact first
Sequences that stop when they reply
ExampleThe rep enrols twenty new leads in a three-step email sequence from her own Gmail. One replies on the second day, and his sequence stops before the third email goes out.
- Email sequences from Gmail, Outlook, or SMTP mailboxes that pause on reply
- Booking links so leads pick a meeting time themselves
- WhatsApp, calls, and email on the same lead timeline
Quotes that price themselves
ExampleThe distributor asks for 40 units with a volume discount. The rep builds the quote from the catalog, gets the discount approved, and sends it on WhatsApp for him to sign.
- A deals board with amount, stage, probability, and close date
- Catalog, bundles, price books, discount approvals, and GST or VAT
- Signed online, then a sales order, a tax invoice, and a payment link
End to end
A dealer enquiry, end to end
An example: a distributor asks about stocking your products.
He fills in the form
The lead arrives with its UTM source and lands in the rep’s queue.
The rep reaches out
An email sequence from her own mailbox, which stops when he replies.
They talk on WhatsApp
The chat lands on the same lead, with the emails and a booked call beside it.
The quote goes out
Built from the catalog with a volume discount and GST, then sent for e-signature.
Invoice and payment
The accepted quote becomes an order, a tax invoice, and a payment link.
What to measure
Numbers worth watching
- Leads contacted against the weekly target
- Whether the pipeline is being worked, rep by rep.
- Reply rate on sequences
- Which outreach is worth sending again.
- Quote win rate and average discount
- How much you give away to close.
- Invoiced against collected
- Whether the deal turned into money.
Watch these in Samvaads dashboards, or ask Copilot for them in plain words.
Try it now
See it in the live demo
The live demo is a sample store with invented data. No sign-up needed.
See it with your own channels
Tell us how your team works today and we will walk you through the parts that matter to you.