Campaigns running at all hours and a shared cell phone that someone looks at between meetings.
Use case ·Sales teams
The lead you answer first is the one you close.
The campaign leads reach a number that is reviewed by whoever can. Grupal qualifies them upon entry, opens the opportunity with value and schedules the visit on the seller's calendar.
B2B, real estate, automotive, insurance, professional services
Deals · Presale6 sales reps
Unit 402 · Rodrigo S.$4,200,000
What it costs to operate this by hand.
The seller captures from memory what he remembers, and the rest stays in the WhatsApp thread.
Whoever said "I think so" never hears from anyone again. He didn't get lost: he got cold waiting.
The director's question on Monday cannot be answered with screenshots.
Five steps, with your conversation.
The same WhatsApp thread from the beginning is visible, and on the right what is built only while the client writes.
RS
24-hour windowRodrigo Salas+52 81 2244 9010
I saw the ad for the development in Valle Oriente. What prices do you have?09:12
From $4.2 M. Are you looking to live or invest, and what timeline do you have in mind?09:12✓✓
Investment, within the next three months.09:14
Chat Agent
The campaign lead is qualified before reaching the sales rep.
Budget, urgency and what they are looking for. The sales rep receives a conversation with context, not an unknown number.
Qualified lead · Campaign sourceContactcreated 09:14
RS
Rodrigo Salas+52 81 2244 9010 · WhatsApp
Declared term3 months
Budget$4 – 5 M
DealsPresale board
Unit 402 · Rodrigo S.$4,200,000
Calendar · DiegoValle Showroom
Mon
Tue
Wed
Thu
Fri
11:00
12:00
Tour of apartment 402Rodrigo S. · 60 minConfirmed
13:00
Period Pipelinevs. previous period
Opportunities created149+31%
Pipeline value$18.4 M+26%
First response38 s−76%
Recovered leads9+5
Demo data
The agents involved, in order.
- 01Chat AgentTab →
Qualify budget, urgency and need before passing the lead to a human.
- 02Contacts AgentTab →
Establish contact with the originating campaign, company and assigned manager.
- 03Deals AgentTab →
Open the deal on the board with value and currency, then move it by stage.
- 04Calendar AgentTab →
Schedule the demo or visit on the seller's actual calendar.
- 05Reminders AgentTab →
Take back those who became cold with the reason why they became cold.
- 06Tags AgentTab →
Report pipeline, earned value and leads recovered for the period.
The core, plus what this operation needs.
What Grupal needs to learn for this to work.
Configure all of this by talking to the Configuration Agent in Studios: it proposes changes, keeps them visible and saves nothing without your approval.
Your stages, not a generic template: new lead, qualified, visit, proposal, won.
I created the Presale board with 5 columns. Does "On hold" come before or after Proposal?
What the agent needs to know before passing on the lead: budget, deadline, usage.
Who handles each campaign or area, and when visits can be scheduled.
The agent can create and move cards; win/loss decisions stay with you. Permissions are granted by board.
I enabled writing in Presale but not win/loss actions. Should I confirm?
The four numbers that really matter here.
Opportunities created149+31%
Pipeline value$18.4 M+26%
First response38 s−76%
Recovered leads9+5
Demo data · until we have real cases from this vertical
What they ask in this vertical.
No. Grupal qualifies, schedules and keeps the pipeline organized so sales reps reach the conversations that matter. Win/loss decisions remain human.
Only the boards you authorize, at the level you authorize. Reading, writing and win/loss actions are granted separately by board.
The agent works from your catalog and rules. It never offers what is not there; if the lead insists, it requests human support with the reason and wait time.
Yes: scheduled monitoring is just what falls apart in long cycles. Reactivation uses the reason the opportunity stopped.
Before
Campaign leads to a shared number and a CRM that was half full on Fridays.
What did you automate?
Qualification, contact with the original campaign, opportunity with value and scheduled visit.
The number+26% pipeline value in the period
Real Estate · 6 sellers, 3 developments
No campaign lead is left without a response or card.
Set it up with your stages and your sellers, and check on Friday what moved on its own.
See other operations