Every enquiry, all the way to an order.
Stebly CRM brings enquiries from IndiaMART, JustDial, Google Ads, WhatsApp and your website into one inbox and gives each to a salesman at once. Follow-ups, a pipeline and reminders keep each one moving until it is an order.
- Leads from IndiaMART and JustDial
- A clock on the first reply
- WhatsApp on your own number
Real Stebly screens, shown with demo data.
This page is for you if…
- Enquiries from IndiaMART and JustDial wait in someone's inbox.
- Nobody knows who called a lead back, or when.
- Deals live in salesmen's heads, so next month is a guess.
- A customer stops ordering, and you hear of it months later.
Used by the sales office, salesmen, sales managers and the owner.
How an enquiry becomes an order, in 6 steps.
Real Stebly screens, with the demo company's numbers.
- step 1 of 6
Every enquiry in one inbox
Enquiries arrive by themselves from IndiaMART, JustDial, Google Ads, WhatsApp and your website form. Each goes to a salesman at once, and a clock runs until someone replies.
Enquiries from JustDial, IndiaMART, WhatsApp, an exhibition and the website, each answered: 16 minutes on average against a 30-minute target.- IndiaMART, JustDial, Google Ads lead forms, WhatsApp, your website form and a QR code at your exhibition stall. Phone calls are added by hand.
- Rules give an enquiry to the right person, first match wins; the rest go round robin, skipping anyone on leave.
- The first reply is due within your target, counted in working hours, and the manager is told when it runs late.
- A number you already know joins its record instead of making a second one, and junk is set aside.
- step 2 of 6
Every lead on one page
Calls, visits, WhatsApp messages and notes are kept on the lead's page. A score shows how warm the lead is, and the next best action says what to do today.
A dealer lead at Quotation Sent, scored 75 (Hot): six calls in three weeks and a WhatsApp reply three days ago.- The score comes from your own records: how leads like this one convert, and their calls, visits and replies.
- The next best action: an overdue follow-up, a quotation they opened, a WhatsApp message waiting for a reply.
- Every call, visit, note and change in one timeline, with the WhatsApp chat beside it.
- When the lead is ready to buy, the salesman asks to convert it. The office checks the details and approves, and it becomes a customer.
- step 3 of 6
No follow-up forgotten
Each salesman sees the calls and visits due today, and overdue ones stay red. A sequence plans the follow-ups for every new enquiry and tells the manager when nobody gets through.
Eight follow-ups with leads due today: calls and visits to close a first order, send a quotation or show the catalogue.- Calls, visits and WhatsApp follow-ups, each with a time and an owner.
- A reminder on the salesman's phone when one falls due, and a nudge each day for those overdue.
- A sequence for new enquiries: a call on day 0, the owner told on day 1, another call on day 2, the manager alerted on day 3.
- It stops once the lead is reached: a call, a visit, a quotation, a WhatsApp reply or an opt-out.
- step 4 of 6
Every deal on one board
Deals move across your stages, each with its value and close date. A quiet deal is marked stalled, and the forecast sets the months ahead against your targets.
The later stages of dealer onboarding: 4 deals won in October for ₹3.65 L, and 13 stalled, each showing how long it has been quiet.- Pipelines of your own, such as dealer onboarding, projects and consumer orders, each with its stages and odds.
- A deal quiet for longer than its stage allows is marked stalled, with the days since anything happened.
- From the deal: the quotation, a proforma invoice for the advance, and the sales order once it is won.
- Lost reasons and competitors are noted on each deal.
- step 5 of 6
Know who is going quiet
Stebly reads each customer's orders from your own bills. A customer who orders later than usual, or buys less, is listed with what you stand to lose, and their salesman can be sent to win them back.
The largest loss first: a customer who ordered every 25 days has not ordered in 58, and bought 29% less.- Each customer's usual gap between orders, from the last year's bills.
- The last 90 days' sales against the 90 days before, with the loss in rupees.
- Win-Back sets a visit for the customer's salesman, with a note.
- What customers buy through your distributors counts too, once their sales are loaded.
- step 6 of 6
Drafts written for you to send
The assistant drafts a WhatsApp message when you ask on a lead's page, as a step in a sequence, or each night for a quotation with no reply. A person reads it, edits it and sends it.
Five drafts waiting for review, for leads with no reply in 14 to 55 days.- Drafts wait for review: nothing reaches a customer until a person approves it.
- Ask about your leads, customers, deals or sales in plain words, such as which source converts best, and get the answer as a table.
- In the field app, a salesman's voice note after a visit fills in its outcome, and a visiting card fills in a new lead.
- The lead score, the next best action and customers at risk are worked out by Stebly from your records.
Everything in CRM.
- Leads from IndiaMART, JustDial and Google Ads
- Your website form and an exhibition QR code
- WhatsApp on your own business number
- Assignment rules and round robin
- A first-reply clock with late alerts
- Duplicate check on mobile and GSTIN
- Lead score and next best action
- One timeline of calls, visits and messages
- Follow-ups with reminders on the phone
- Follow-up sequences and when-then rules
- Pipelines with your own stages
- Quotation, proforma and advance from the deal
- Targets and a monthly forecast
- Lost reasons and competitors
- Lead to customer, with the office's approval
- Customers at risk, with Win-Back visits
- Campaigns with their cost and return
- Broadcasts to segments, with opt-outs
- Projects with the people on them
- AI drafts, approved before sending
- Reports on sources, salesmen and reply times
- Leads and visits in the field app
- Contacts imported from Excel
- Consent log and data requests
Every module is in one plan, and they all work on the same data.
Questions about Stebly CRM.
Where do enquiries in Stebly CRM come from?
How does an enquiry reach the right salesman?
Are AI messages sent to customers without a check?
Can Stebly tell me which customers are going quiet?
See an enquiry become an order.
We walk you through an enquiry from the inbox to a won deal: the follow-ups, the board and the forecast, set up for how you sell. Send your item list on WhatsApp and we'll run it on your own data.