WhatsApp API + CRM
Keep property details and customer conversations together.
All use cases
Converso for solar & service businessesMore suitable inquiries.
More suitable inquiries.
Better sales conversations.
Understand the requirement before the call. Follow up from inquiry to survey and quotation.
For solar installers, security providers and technical home service teams.YOUR NEXT SALES CONVERSATIONIllustrative solar inquiry
NS
Nirav Shah
Qualified inquiry- Requirement
- Residential solar
- Property
- Owned home
- Location
- Vadodara
- Monthly bill
- Around ₹5,000
NEXT STEP FOR YOUR TEAMDiscuss requirements. Arrange a survey.
Know the requirement before the first call.
WhatsApp campaigns
Reach suitable prospects with relevant service information.
Automation workflows
Follow up from survey to quotation and customer care.
01 / ONE REQUIREMENT. EVERY FOLLOW-UP.Select a stage to see how it works.
From a service inquiry.
To a conversation worth having.
Your team sets the rules.
Converso handles the repeatable follow-ups.
EXAMPLE WORKFLOW / Service inquiry
Start with the property and the requirement.
WHEN THIS HAPPENS
A customer asks about solar or an installation service.
Converso can
- 1Ask about the requirement, property type and location.
- 2For solar, capture the monthly electricity bill and ownership status.
- 3Record the preferred installation timeline.
Your team takes it from here
Review service-area fit and the customer’s requirements.
Your installation teamExample WhatsApp conversation
CUSTOMER CONVERSATION
Hi Nirav! Where is your property, and roughly what is your monthly electricity bill?
Vadodara. It’s my own home, around ₹5,000 a month.
Property details capturedReview inquiry fit
Example flows configured around your stages, message content and contact permissions.
02 / CAMPAIGNS WITH A REASON TO REPLYRelevant services.
Relevant services.
For the people who need them.
Use saved requirements and tags to organise audiences for your WhatsApp campaigns.
01
Service-area outreach
WHO IT’S FOR
Opted-in inquiries within your supported locations.
EXAMPLE MESSAGE
Considering solar at your property? Share your location and requirements to discuss the next step.
Review service requirements
Focus conversations on customers your team can serve.
02
Revisit a quotation
WHO IT’S FOR
Opted-in prospects with open quotations.
EXAMPLE MESSAGE
Still considering your installation proposal? Reply with any questions and our team will help.
Continue the quotation discussion
Help customers resolve open questions.
03
Customer care check-in
WHO IT’S FOR
Existing opted-in customers due for a relevant follow-up.
EXAMPLE MESSAGE
How is your installation working for you? Reply if you need help from our support team.
Connect with support
Keep the relationship going after the sale.
The campaign starts the conversation. Your team follows up with the customer’s context.
03 / A CLEARER PICTURE FOR YOUR TEAMKeep the details.
Keep the details.
Lose the guesswork.
At your desk or on the move.
Your team can work from iOS and Android.
Continue the conversation.
Keep locations, service requirements and quotation conversations together.
Give each lead an owner.
Assign each inquiry to the right sales rep for follow-up.
See which inquiries progress.
Track surveys, quotations and closed deals in your sales stages.
04 / MAKE IT WORK FOR YOUR BUSINESSYour service areas.
Your service areas.
Your qualification rules.
Your sales process.
Build the flow around how your team actually sells.
- 01
Choose your qualification questions.
Service type, property details, location, requirements and preferred installation timeline.
- 02
Define the next steps.
Set Hot, Warm or Cold labels, assignments and follow-up messages.
- 03
Connect campaigns with conversations.
Bring connected ad and website inquiries into the same process.
Choose the support you need.
Compare plans Starter for CRM and campaigns. Growth adds WhatsApp and email automation.
Growth+ adds Meta campaign setup, creatives, CAPI integration and automation setup.
Turn service inquiries
into the next conversation.
See how Converso can support your business, from inquiry to customer.
Explore other use cases