Your CRM Should Live Where Your Conversations Happen
Capture, follow up, and convert student leads with WhatsApp automation and a smart CRM that speaks their language and yours.
Why Conversational CRM Matters
See how traditional CRM approaches fall short in today’s messaging-first world
- Lead Capture & Management
The Old Way:
- Leads scattered across forms, ads, websites
- Manual entries or Excel spreadsheets
- No instant context or follow-up
- Team unaware of new leads in time
- Lost leads = lost revenue
The Smart Way with Picky Assist CRM:
- Auto-capture leads from ads, websites, chat
- Assign instantly to sales or support team
- Centralized lead inbox with timelines
- Lead qualification flows right inside WhatsApp
- No manual work = no leads missed
- Sales Follow-Up & Conversion
The Old Way:
- Follow-ups done over call or forgotten
- No system to track status or team accountability
- Managers have no visibility
- Agents waste time switching tools
- Pipeline forecasting is guesswork
The Smart Way with Picky Assist CRM:
- See full conversation & activity timeline per lead
- Set reminders, tasks, and lead stages
- Use AI-suggested replies to follow-up faster
- Pipeline view with deal stages + performance
- Keep conversations and actions in one view
- Post-Sale & Customer Relationship
The Old Way:
- No CRM record after the deal is closed
- Customer support unaware of sales context
- Repeat questions and frustrated customers
- No upselling or cross-selling opportunities
- Customer lifetime value remains untapped
The Smart Way with Picky Assist CRM:
- Complete customer journey in one timeline
- Support team sees full sales and service history
- Proactive customer success and retention
- Smart upselling based on conversation insights
- Build long-term relationships, not just transactions
Built for Modern Businesses
Everything you need to manage customer relationships in the messaging era
Post-Sale & Customer Relationship
Native WhatsApp integration means your team can manage leads, follow up with prospects, and provide customer support all from within the messaging platform your customers already use daily.
Smart Pipeline Management
Visual pipeline views, automated lead scoring, and AI-
powered insights help you identify the best opportunities and
focus your team's efforts where they'll have the biggest
impact on revenue.
Team Collaboration
Keep your entire team aligned with shared conversations, task
assignments, and real-time notifications. No more dropped balls or missed
follow-ups that cost you deals.
Ready to Transform Your Customer Relationships?
Join thousands of businesses who’ve already made the switch to conversational CRM
