The requirement
Record the project, budget, configuration and other available qualification details.
LEAD MANAGEMENT
Give every enquiry a clear next action.
Keep the buyer, project, source and assigned person together. Work from the lead record through calls, follow-ups and visits, with the history available to the people who have access.
Keep the requirement in view
Start the next conversation with context.
A buyer may be comparing projects, configurations and timing. Keep the available details close to the lead, so the next handover starts from the record.
- The buyer’s requirementReview the project, budget and configuration already recorded.
- The last conversationRead the activity history and any contact preference before acting.
- The next responsible personCheck the owner, follow-up date and the next action the team has agreed.
From first enquiry to useful follow-up
Capture the enquiry
Add an enquiry directly or use a configured source connection. Review the buyer details and the project before acting.
Review an existing match
Intake checks the phone number for an existing contact and relevant lead. Keep the registration history and review ownership instead of assuming every repeat enquiry is a new buyer.
Assign the work
Use the available assignment settings and eligible team members. Review unassigned work when no suitable owner is found.
Leave a next action
Record the call outcome, visit or note. Keep the follow-up date and current stage useful to the next person opening the record.
Keep context with the buyer.
The source
Keep source and registration evidence available when reviewing repeat introductions or campaign results.
The history
Review recorded calls, activities and visits before starting the next conversation.
Treat contact preferences accurately.
Call and WhatsApp preferences can be allowed, refused or not recorded. An unknown field is shown as information; it is not silently converted into permission or refusal. Respect a recorded opt-out and confirm the buyer’s preference.
For NRI buyers, retain the country code and preferred calling window. Do not assume that two similar-looking phone numbers identify the same person without checking the record.
Connections and phone actions need the right expectations.
Supported lead-source connections require your account access, setup and a checked delivery. No connection is described as live merely because its name appears in the product.
Call from a lead, then record the outcome and next step. Manual logging works without call-history access. On supported corporate Android builds, optional call-log help can suggest a matching call's duration for you to review before saving.
This helper does not import incoming calls, calls started outside Saudaflow or your personal call history. It does not read your contacts, record call audio or identify an incoming caller. Calls to a configured company number are handled separately through the calling provider.
Review an agreed data sample before importing. This page does not promise a one-action reversal or a fixed import duration.
Work one real enquiry through the demo.
Bring a sample and check capture, duplicate handling, assignment and the next action.