CRM BundalsIndustries
7 starter packs · picked at sign-upStarter packs for your kind of business
A coaching class and a cargo agent do not talk about leads in the same words. Pick your kind of business when you sign up and the stages, lead sources, lost reasons, visit kinds and call scripts are set up for you.
Coaching and education
For coaching classes, institutes and admission counsellors. Leads ask about a course.
Stages
FreshNot picking upCall back laterInterestedPart paidWonLost
Lead sources
Facebook lead adInstagram lead adWebsite formIncoming callExcel listReferralWalk-in
Lost reasons
Fee too highJoined somewhere elseNot interested nowWrong numberCould not reach
Visit kinds
Demo classCampus visit
Call script for a fresh leadSay who you are and where they enquired. Ask which course and which batch time suits them. Offer a free demo class.
CRM for coaching classesReal estate
For builders’ sales teams and brokers. Leads ask about a project.
Stages
FreshNot picking upCall back laterInterestedSite visit doneNegotiationBookedLost
Lead sources
99acresMagicBricksHousingFacebook lead adWebsite formBrokerWalk-inHoarding
Lost reasons
Budget too lowBought elsewhereLocation not rightLoan not approvedCould not reach
Visit kinds
Site visitOffice meeting
Call script for a fresh leadAsk budget, location and how soon they want to buy. Offer a site visit this weekend.
CRM for real estateManufacturers and traders
For factories, wholesalers and distributors who quote on the phone. Leads ask about a product.
Stages
FreshNot picking upRequirement takenQuote sentNegotiationOrder wonLost
Lead sources
IndiaMARTTradeIndiaJustDialWebsite formExhibitionReferralOld customer
Lost reasons
Price too highBought from another supplierQuantity too smallNo reply after quoteCould not reach
Visit kinds
Factory visitCustomer visitSample dispatch
Call script for a fresh leadAsk the product, quantity and delivery place. Ask when they need it.
CRM for manufacturers and tradersClinics
For dental, skin, hair and other clinics that book appointments by phone. Leads ask about a treatment.
Stages
FreshNot picking upCall back laterAppointment bookedCame inLost
Lead sources
GoogleFacebook lead adInstagram lead adJustDialWebsite formReferralWalk-in
Lost reasons
Cost too highWent to another clinicNot needed nowCould not reach
Visit kinds
AppointmentFollow-up visit
Call script for a fresh leadAsk what the problem is and since when. Offer the nearest appointment slot.
CRM for clinicsInsurance and loans
For agents and small teams selling policies and loans. Leads ask about a product.
Stages
FreshNot picking upInterestedDocuments pendingLogged inIssuedLost
Lead sources
Excel listReferralFacebook lead adJustDialWebsite formOld customer
Lost reasons
Not eligibleWent to another agentPremium too highNot interested nowCould not reach
Visit kinds
Document pickupMeeting
Call script for a fresh leadAsk what cover or loan amount they need. Ask age, income and city.
CRM for insurance and loan agentsLogistics and courier
For courier offices, cargo agents and transporters looking for regular customers. Leads ask about a service.
Stages
FreshNot picking upRate sharedTrial shipmentRegular customerLost
Lead sources
Website formIndiaMARTJustDialReferralWalk-inOld customer
Lost reasons
Rate too highUses another companyVolume too smallCould not reach
Visit kinds
PickupCustomer visit
Call script for a fresh leadAsk what they send, how often and to where. Ask who they use today.
CRM for courier and logisticsCall centre
For small teams that call lists for a client. Leads ask about a process.
Stages
FreshNot picking upCall back laterInterestedConvertedNot interested
Lead sources
Excel listClient listWebsite formIncoming call
Lost reasons
Not interestedWrong numberAlready a customerDo not callCould not reach
Visit kinds
Meeting
Call script for a fresh leadGreet, say the company name and why you are calling. Ask if this is a good time.
CRM for small call centresWhat a pack is, and is not
A pack sets up
- Sets your stages, including the names for won and lost.
- Sets the list of lead sources your callers pick from.
- Sets what leads ask about: a course, a project, a product, a treatment, a service.
- Sets lost reasons, visit kinds and a call script for the first stages.
- Everything in it can be changed later in Settings, one item at a time.
Worth knowing
- A source name is a label, not a connection. Leads from Facebook, IndiaMART, 99acres, MagicBricks or JustDial still come in by downloading them there and importing the file.
- A pack can be applied only while the company has no leads. After that you change stages one by one.
- A pack does not lock you in. Your kind of business not here? Start from the closest one and rename things.
- The scripts are short starting points, written to be replaced with your own words.
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The script is on the caller’s phone.
- What to say for the lead’s stage shows before the call, on the lead’s page and after the call.
- Change the words any time in Settings.
- The demo here is the coaching pack, with Disha Career Academy in Surat.
Today · Pooja Rana
HV
Harsh VaghelaRRB JE Mechanical · FreshWhat to saySay who you are and where they enquired. Ask which course and which batch time suits them. Offer a free demo class.
CallKeep reading
All 15 appsWhat each app does, with its screenHow a call worksFrom a new lead to the owner’s screen, step by stepCRM for small businessWhat changes when you move off the Excel sheetLesson 1: First-day setupA written lesson for the ownerSite visit and demo schedulingVisits booked from the lead, with a reminder beforePricingPrices are coming soon. Unlimited usage