AutoProbaho

Solution for sales teams

A sales and customer management system built around how your team actually sells

In most growing companies, sales lives in personal phones: enquiries arrive on WhatsApp, quotes go out as PDFs from a laptop, follow-ups depend on memory, and the accountant finds out about a deal when the invoice is due. AutoProbaho builds a sales and customer management system that keeps every customer, quote, conversation and outstanding balance in one place — so nothing is forgotten when a salesperson is busy or leaves.

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Customer history walks out the door with the salesperson

Enquiries come through Facebook, WhatsApp, phone calls and referrals. Each salesperson keeps their own list, sends their own version of the price list, and follows up when they remember. Management sees sales only as invoices at month-end and has no view of what is in the pipeline, which quotes went cold, or which customers have not been contacted in months.

Generic CRM tools help with contacts but rarely with the rest: quotation formats with your terms, credit-aware order acceptance, WhatsApp as the primary channel, receivables follow-up, and Bengali screens for a field team. The result is a CRM nobody updates while the real work still happens in chat and Excel.

Who this is for

  • Trading, distribution and manufacturing companies with a field or inside sales team selling to businesses
  • Service businesses — agencies, clinics, training centres, contractors — that quote, follow up and collect over weeks
  • Owners who want to see the pipeline, conversion and dues without asking each salesperson
  • Teams that sell primarily over WhatsApp and phone rather than email

Current pain points

  • Leads get lost

    Enquiries in WhatsApp and Facebook inbox are answered late or forgotten; nobody knows how many came in this month.

  • Quotes are inconsistent

    Each salesperson edits an old PDF; prices, terms and validity vary and disputes follow.

  • Follow-ups depend on memory

    Deals go cold because nobody was reminded to call back on the promised day.

  • Receivables surprise everyone

    Sales does not know a customer is overdue when taking the next order; accounts finds out too late.

  • No pipeline visibility

    Management cannot see expected sales, win/loss reasons or which salesperson is stuck.

What AutoProbaho builds

  1. A single customer record

    Contacts, conversations, quotes, orders, invoices and payments per customer, visible to the right people.

  2. Lead and pipeline management

    Sources, stages, owners and next actions with reminders, so every enquiry has a status and a follow-up date.

  3. Quotation and order flow

    Quotes from approved price lists, versioning, discount approvals, conversion to orders and invoices without re-typing.

  4. WhatsApp-connected communication

    Messages, templates and follow-ups from within the customer record via WhatsApp Business API, with history kept.

  5. Receivables in the sales view

    Outstanding, overdue and credit limit shown to sales at order time; automated reminders to customers.

Modules & capabilities

  • Leads & sources

    Capture from web forms, Facebook, WhatsApp, calls and referrals; deduplication; assignment rules.

  • Pipeline & activities

    Stages, probability, calls, visits and tasks; reminders and overdue follow-up lists per salesperson.

  • Quotations

    Templates with your terms, price lists and discount rules, approval for exceptions, PDF and WhatsApp sending, versions.

  • Orders & invoicing

    Quote to order, delivery status, invoice generation or handover to ERP/accounting, credit checks.

  • Receivables & collections

    Customer ageing, promise-to-pay dates, reminders by WhatsApp/SMS/email, payment recording including bKash/Nagad.

  • Customer service

    Complaints, service requests and after-sales tickets linked to the customer and product.

  • Targets & performance

    Salesperson and territory targets, achievement, activity metrics, win/loss reasons.

  • Reports & dashboards

    Pipeline value, conversion, sales by product/customer/territory, receivables — scheduled to owners.

Interactive demonstration

Example workflows

Enquiry to quotation

  1. 1Enquiry arrives via WhatsApp, Facebook or phone and becomes a lead automatically or in two taps
  2. 2Lead is assigned to a salesperson with a follow-up date
  3. 3Salesperson prepares a quotation from the approved price list
  4. 4Discount above threshold goes to a manager for approval
  5. 5Quote is sent by WhatsApp or email and tracked for response

Follow-up discipline

  1. 1System lists today's due follow-ups per salesperson
  2. 2Call or visit is logged with outcome and next date
  3. 3Quotes with no response for a set period are flagged
  4. 4Manager sees stuck deals and can reassign
  5. 5Won and lost deals record the reason

Order to collection

  1. 1Accepted quote converts to an order with a credit check
  2. 2Delivery status updates from warehouse or ERP
  3. 3Invoice and due date are visible to sales and accounts
  4. 4Reminders go out before and after the due date
  5. 5Payment is recorded and the customer ageing updates

Integrations

  • WhatsApp Business API and Facebook/Instagram lead forms
  • Website forms and landing pages
  • Accounting and ERP (Tally, QuickBooks, custom ERP)
  • bKash / Nagad / bank payment recording
  • Google Workspace / Microsoft 365 (calendar, mail)
  • SMS gateways
  • Telephony/call logs where available
  • n8n workflow automation

Implementation process

  1. 01

    Sales process review

    We sit with sales and accounts to see how an enquiry becomes cash today, and where it stalls.

  2. 02

    Pipeline and quote design

    Stages, price lists, discount rules and templates are agreed with the sales manager before any screen is built.

  3. 03

    Build in phases

    Leads and pipeline first, then quotes and orders, then receivables and dashboards.

  4. 04

    Import & train

    Existing customer lists and open quotes are imported; the team is trained on Bengali mobile screens.

  5. 05

    Adoption & support

    We monitor usage in the first weeks, adjust screens where the team struggles, and keep improving.

Expected business outcomes

  • No forgotten enquiries

    Every lead has an owner, a status and a next date.

  • Consistent quotes and prices

    Quotes come from approved lists and templates; exceptions are approved, not improvised.

  • Receivables handled earlier

    Overdue balances are visible at order time and reminded automatically.

  • Management sees the pipeline

    Expected sales, conversion and stuck deals are visible without asking around.

Security & ownership

  • Customer data stays with the company

    Hosted in your own account; when a salesperson leaves, the history stays and access is revoked in one step.

  • Role-based visibility

    Salespeople see their own customers, managers their teams, accounts the financial views — with audit trail.

  • Backups & continuity

    Automated encrypted backups; mobile app works offline for visits and syncs later.

Frequently asked questions

It is built around your quote formats, credit rules, WhatsApp-first communication and Bengali screens, without per-user monthly fees. If a packaged CRM fits you well, we will say so.

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Show us how one enquiry becomes cash

Book a free consultation. We will follow a real enquiry through your team today and outline a sales and customer management system that fits it.

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