Your pipeline shouldn’t live in WhatsApp scrollback. Every enquiry lands as a lead, gets a score and an owner, and carries its deal — with payment status on the same card, because the CRM and the books are one app.
Your first day
- Meet the Leads board — everything inbound, deduplicated and scored.
- Work the pipeline — stages, rotting alerts, next actions on every deal.
- Open the Inbox — WhatsApp, calls, email and SMS in one list.
Your rhythm
Daily — clear the Inbox, respond inside the first-response window, log activities (the SLA clock stops on your first contact), move deals. Weekly — publish a form or landing page, review Leads by source, send consent-checked sequences. Monthly — the Marketing funnel: which campaign’s leads actually paid. Yearly — territory and quota reviews read straight off won-deal history.