Follow-up
SEL XP sends the follow-up at the moment of capture. “Save and follow up” opens an email in your company's approved wording, in English or Arabic, with the catalogue that matches what the person asked about. Or it opens WhatsApp with the message ready. Every send is recorded on the lead.
What it does
Catalogues are matched to the product interests you tapped. They go as a link to the visitor's own page, never as a heavy attachment.
Admins set the wording once, in English and Arabic. Reps send it under their own name and replies come straight back to them.
Opens WhatsApp with the approved message and the link already written. No WhatsApp API and no template approval to wait for.
“Sent” only means the mail service took the email. Delivery, bounces and spam reports come back and show on the lead. A bounced email counts as no follow-up.
A lead with no call, email or message after a day goes on its owner's reminder. A hot lead untouched after two days goes to their manager.
Each lead records why you may follow up. Someone who asked not to be contacted gets nothing and never appears in a reminder.
How it works
The follow-up is part of the capture, not a job for next week.
The lead is saved and the follow-up screen opens with the visitor's name already in place.
Email uses your company's approved wording. WhatsApp opens with the message ready to send.
It is picked from the interests you tapped. Change it if you talked about something else.
The email goes under your name. The lead's history records it, and later whether it was delivered.
A call, a quotation or a technical meeting, with a date. It appears on your Today screen.
In detail
Each answer adds points: an active requirement, a decision maker, a purchase within 30 days, a request for a quotation. The lead's profile shows which rules fired, so a manager can see why a lead is hot. The points are set for your workspace.
Good to know
Questions
Yes. SEL XP opens WhatsApp with your approved message and a link to the visitor's page already written, so the rep only presses send. It uses WhatsApp click-to-chat, which needs no WhatsApp API and no template approval.
No. Catalogues go as a link to a page made for that visitor, which lists the catalogues that match what they asked about. The page records when it is first opened, and large files never bounce off a mail server.
Yes. Each follow-up message has an English and an Arabic version, and the rep chooses the language when sending. Admins can replace the standard wording with the company's own in both languages.
The mail service reports back whether each email was delivered, bounced or marked as spam, and the lead's history shows it. A bounced email is treated as no follow-up, so the lead stays on the reminder list.
Two clocks. A lead nobody has called, emailed or messaged a day after it was captured goes on its owner's reminder, hot leads first. A hot lead still untouched after two days is sent to the owner's manager.
The rest of the product
See it with your team
Tell us how your team sells: on customer sites, on the road or at exhibitions. We will show you the app with your products, your team structure and your CRM in mind.