Never losing a channel-partner lead again.
We connected lead and channel-partner CRM with automated routing and follow-up, so no enquiry falls through the cracks between marketing and sales.
The challenge
Enquiries came from portals, channel partners and campaigns into different inboxes. Sales followed up late, and nobody could say where a lead came from.
Good leads went cold before anyone called.
What we built
We unified Meta Lead Ads and portal leads into Pipedrive via Zapier, auto-assigned by project and location, and triggered instant first-response messages over WhatsApp, with a Looker Studio dashboard for attribution.
Channel-partner performance and lead status are now visible on one Looker Studio dashboard.
The results
What changed.
Every enquiry is captured and assigned instantly.
Auto first-response reaches leads while they are warm.
You can see which source and partner delivers.
Tools we used
Every lead now gets a response in minutes and nothing gets lost. Our channel partners noticed.
FAQ
Questions, answered.
How do you stop channel-partner leads from getting lost?
SutraSarthi unifies portal, campaign and channel-partner leads into one CRM with automatic routing and instant first-response, so no enquiry falls through the cracks between marketing and sales.
Can you automate lead follow-up for real estate?
Yes. Leads are auto-assigned by project and location, and an instant first-response message goes out over WhatsApp while the lead is still warm.
How do you track channel-partner performance?
All lead sources and partner performance are visible on one dashboard, so you can see which source and which partner actually delivers.
How fast is the first response after this setup?
Automated first-response reaches leads within minutes, instead of good leads going cold before anyone calls.
Let’s find your highest-return fix first.
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