3sigma

The software records every incoming and outgoing call, attaching details such as call duration, time, and notes to the relevant contact profile. This helps sales teams keep a clear timeline of conversations without switching between different tools. Having all call information in one place allows users to easily identify when to follow up or escalate conversations.

3sigma organizes leads in a centralized dashboard where users can view the status and history of each lead immediately. Leads can be categorized with tags or grouped based on source, priority, or stage in the sales process, making it easier to focus on the most promising prospects. The platform also logs all interactions and activities related to each lead, providing a comprehensive view of engagement over time.

The platform integrates directly with WhatsApp Business through the WhatsApp API, allowing users to send and receive messages within the CRM environment. All WhatsApp conversations are automatically logged and linked to the appropriate contacts. This setup removes the need to switch between WhatsApp and CRM, helping teams respond to customers more quickly.

3sigma enables users to set up automated sequences of personalized WhatsApp messages that are sent at scheduled intervals. These sequences can be tailored based on lead behavior, such as opening a message or clicking a link, allowing for more relevant follow-ups. Automating this process helps sales teams maintain consistent contact without sending each message manually.

The software provides automated reminders for follow-up actions, helping users keep track of when to reconnect with leads or customers. The platform tracks all scheduled follow-ups and sends notifications to ensure nothing is missed. This feature supports steady communication, which is essential for nurturing relationships and moving deals forward.