Everything Heroshhi does to keep leads moving

A WhatsApp-first CRM for clinics, schools and businesses that sell on WhatsApp. Every enquiry gets an owner, a clock and a next step, and moves through the same six stages until it's a customer, or a clear no.

This month's leadsExample clinic
160New leads
131Contacted
58Qualified
19Converted
48Not qualified: wrong people, look at your ads
14Lost: good leads, look at follow-up and price

Every enquiry lands in one place

Wherever a lead starts, it's saved with an owner, the source it came from, and a deadline for the first reply.

Meta lead formsFacebook and Instagram form leads, through the Google Sheet Meta fills for you.
Every 15 minutes
WhatsApp messagesAnyone who messages your business number becomes a lead, ready to reply to.
Instantly
Your websiteForms on your site send each enquiry straight to Heroshhi.
Instantly
A file or another sheetUpload a CSV, or connect any Google Sheet. Choose whether they're new leads to follow up, or past records.
When you import
Calls and walk-insAdd a lead by hand in a few seconds, from your phone or computer.
Instantly

One clear stage for every lead

Nobody has to keep it up to date. Heroshhi moves each lead along from what actually happened: the call outcome, the appointment, the payment.

StageWhat it meansHow a lead gets there
NewNobody has spoken to them yet.The lead arrives. Automatic messages, like a welcome or a menu, don't change this.
ContactedSomeone on your team reached them.A call that connected, or a typed reply in a WhatsApp chat.
QualifiedThey showed real interest.A call logged as interested or a callback, or an appointment booked.
ConvertedThey became a customer.A payment recorded, or the lead marked converted.
Not qualifiedNever a real prospect.Wrong number, spam, outside your area, or a clear no before showing any interest.
LostA real prospect who didn't buy.Dropped after showing interest, or for price, or because they booked elsewhere.

Built for the work your team does every day

Grouped by the job it does, not by menu. Everything works on a phone as well as a computer.

Following up

Making sure the next step happens, and nothing waits unnoticed.

Call next lead
Reps work one lead at a time, most urgent first, with the history and full details a tap away.
Reply deadlines
Set how fast new leads must hear back. Miss it, and the owner and you are alerted.
"How did it go?"
When an appointment or demo passes, one tap records what happened and the next step.
Action Center
Urgent, new and gone-quiet leads, in the order they need attention.

WhatsApp

Your own number on the official WhatsApp Business API, with nothing added on top of Meta's rates.

Team inbox
Every chat in one place, with photos, files and blue ticks, and who replied shown on each message.
Templates and broadcasts
Approved templates, sent to one lead or a filtered list, with delivery and failures tracked.
Catalogue and orders
Customers browse your products in the chat and order, with a menu you set up once.
Appointment reminders
Reminders before each visit, and a feedback message after.

Automation

The repetitive parts, done the same way every time.

Workflows
Welcome new enquiries, ask a question with buttons, tag, and alert the team, step by step.
Drip sequences
A series of messages over days, which stops when the lead replies.
Heroshhi AI
Answers everyday questions from what you teach it, and hands the chat to a person when it should.

Knowing where you stand

The numbers an owner actually asks about.

Lead journey
This period's leads by stage, with Not qualified and Lost shown apart.
Team activity
Calls, replies and outcomes per person, and what's still waiting at the end of the day.
Results sent to Meta
Qualified, Not Qualified and Lost go back to Meta, so your ads learn which leads were good.

Every lead has an owner from the first second

Choose how new leads are shared out. Whichever you pick, no lead is ever left without someone responsible.

Take turnsNew leads are shared evenly across your team, one by one. The usual choice.
Same person againA lead who comes back goes straight to whoever handled them before.
Open poolLeads nobody claims go to a shared pool, where anyone free can pick them up.
Rules you setSend leads by source, campaign or service to the right person, with the admin as the safety net.

When someone says stop, Heroshhi stops

A reply like STOP or UNSUBSCRIBE marks the contact as opted out straight away, and every message to them is blocked: broadcasts, drip sequences and manual sends.

If they change their mind and send START, they're added back automatically. Every opt-out is logged with the date, the word they used and how it happened, so you always have a clear record.

See which of your leads have gone quiet, from the first day