AutoProbaho

Solution · CRM for Bangladesh

CRM software in Bangladesh for the way your customers actually reach you

In Bangladesh, customers arrive through a Facebook page, a WhatsApp number, a phone call and a sales rep’s notebook — rarely through a tidy web form. Most imported CRM software assumes the opposite, charges per user in dollars and ignores bKash. AutoProbaho builds custom CRM software for Bangladeshi businesses: leads from every channel in one pipeline, follow-ups that actually happen, dealer and customer ledgers, and Bengali screens your team will use.

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Leads live in inboxes; customers live in a rep’s phone

A typical Dhaka business runs sales across three or four inboxes: Facebook Messenger, two WhatsApp numbers, an email account and the owner’s phone. Whoever is online replies. Nobody knows which enquiries were quoted, which went silent, or which customer was promised a discount by whom. When a good sales rep leaves, their customers leave with them — because the relationship existed only in their handset.

Distributors and dealers add another layer: credit limits, outstanding balances, route plans and monthly targets tracked in Excel by one person. Packaged CRM tools do not model dealer credit or bKash collections, and per-user pricing means the field team never gets an account.

Who this is for

  • Distributors, dealers and trading houses with field sales teams across Bangladesh
  • E-commerce, F-commerce and retail brands selling through Facebook, WhatsApp and Daraz
  • Service businesses — clinics, agencies, training centres, real estate — that depend on follow-ups
  • Owners who want one view of every enquiry, customer and outstanding balance

Current pain points

  • Enquiries fall through the cracks

    Messages arrive on Facebook and WhatsApp faster than anyone can log them; unanswered leads simply disappear.

  • No follow-up discipline

    Quotes are sent, then forgotten. Nobody is reminded to call back on the promised day.

  • Customer history walks out the door

    Prices, complaints and commitments live in a rep’s phone, not in the company.

  • Dealer credit tracked by hand

    Outstanding balances and limits sit in Excel; overdue dealers keep receiving stock.

  • Foreign CRM, foreign price

    Per-user dollar subscriptions exclude the field team; bKash and Bengali are afterthoughts.

What AutoProbaho builds

  1. One pipeline for every channel

    Facebook, WhatsApp, phone, email, web forms and walk-ins captured into a single lead list with source, owner and stage.

  2. Follow-up engine

    Automatic reminders, tasks and WhatsApp/SMS templates so every lead is contacted on time — and managers see who is behind.

  3. Customer & dealer 360

    Every quote, order, payment, complaint and visit on one customer record; dealer credit limits, ageing and route plans.

  4. Mobile-first field app

    Bengali screens for sales reps: check-in at a shop, record an order, take a bKash reference, capture a photo — offline if needed.

  5. Connected to sales and money

    Orders flow into your ERP or invoicing, payments reconcile against bKash, Nagad and bank statements, reports go to the owner automatically.

Modules & capabilities

  • Lead capture & pipeline

    Multi-channel inbox, lead scoring, stages, assignment rules, duplicate detection, lost-reason tracking.

  • Contacts, accounts & dealers

    Customer master, contacts per account, dealer credit limits, territories, price groups.

  • Quotes & orders

    Quotation templates, approval for discounts, conversion to sales order, order status visible to the customer.

  • Activities & follow-ups

    Calls, visits, WhatsApp messages and tasks logged per lead; reminders and escalation.

  • Collections & receivables

    Outstanding per customer, ageing, bKash/Nagad/bank receipts matched to invoices, collection targets.

  • Field sales & routes

    Daily route plans, shop check-ins with GPS, order capture, competitor notes, offline sync.

  • Support & complaints

    Tickets from WhatsApp or phone, SLA timers, resolution history on the customer record.

  • Reports & dashboards

    Funnel, rep performance, dealer outstanding, source ROI, scheduled reports to management.

Interactive demonstration

Example workflows

Facebook enquiry to order

  1. 1Customer messages the Facebook page or WhatsApp number
  2. 2Lead is created automatically with source and assigned to a rep
  3. 3Rep replies from a template and sends a quote
  4. 4System reminds the rep to follow up on the promised day
  5. 5Confirmed order flows to invoicing and delivery

Dealer visit and collection

  1. 1Rep opens today’s route on mobile
  2. 2Checks in at the dealer’s shop and reviews outstanding
  3. 3Records a new order within the credit limit
  4. 4Takes a bKash or cheque payment and logs the reference
  5. 5Manager sees the visit, order and collection the same hour

Complaint to resolution

  1. 1Customer complains on WhatsApp
  2. 2Ticket is created and linked to the customer and order
  3. 3Assigned to the right team with an SLA timer
  4. 4Resolution and any credit note are recorded
  5. 5Customer receives a closing message; history stays on the record

Integrations

  • WhatsApp Business API and Facebook Messenger
  • bKash, Nagad, SSLCommerz and bank statements
  • SMS gateways and email
  • Daraz, Shopify and WooCommerce
  • Custom ERP, Tally and invoicing
  • Google Workspace / Microsoft 365
  • Call logging and IVR providers
  • n8n workflow automation

Implementation process

  1. 01

    Sales process audit

    We map how enquiries arrive, who answers them and how orders and collections flow today.

  2. 02

    Pipeline & screen design

    Stages, fields, roles and Bengali/English screens agreed with the sales team.

  3. 03

    Build & connect

    CRM core plus WhatsApp, Facebook, payment and ERP integrations, delivered in short increments.

  4. 04

    Import & train

    Existing customers, dealers and open enquiries imported from Excel and phones; hands-on training for reps and managers.

  5. 05

    Go-live & tune

    Rollout by team, then reminder rules, reports and automations refined with real usage.

Expected business outcomes

  • No lead left unanswered

    Every enquiry from every channel has an owner, a stage and a next action.

  • Relationships belong to the company

    History stays on the customer record when staff change.

  • Collections under control

    Dealer outstanding, ageing and mobile-money receipts are visible daily.

  • The field team is finally on the system

    Bengali mobile screens and no per-user fees mean everyone uses it.

Security & ownership

  • Your customer data, your server

    Deployed in your cloud account or on-premise; source and documentation handed over.

  • Role-based access

    Reps see their own accounts; managers see teams; exports and deletions are logged.

  • Backups & continuity

    Automated encrypted backups and tested restores; WhatsApp and payment tokens stored securely.

Frequently asked questions

If a standard pipeline in English on desktop is enough, a packaged tool may serve you. Most Bangladeshi teams need WhatsApp and Facebook capture, dealer credit, bKash reconciliation and Bengali mobile screens — and per-user pricing keeps the field team off the system. That is where custom CRM makes sense.

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See your leads, customers and collections in one place

Book a free consultation. We will map how enquiries reach you today and propose a CRM your sales team will actually use.

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