Context
An education organisation with 45+ branches. Lead details and follow-up activity were spread across sheets, making ownership and the next action difficult to see.
IN-HOUSE IMPLEMENTATION · INDIA
A clearer lead journey
across an organisation.
In-house CRM, WhatsApp, sales workflows, and reporting for an education organisation with 45+ branches.
PROJECTChate Group of Education
FOCUSCRM · WhatsApp · Sales workflows · Reporting
BYJuneeth Panjri
DEEP REACH / WORKSPACEILLUSTRATIVE DEMO
YOUR SALES WORKSPACE
JPEvery lead. A next step.
New service inquiryWebsite → connected CRM
CapturedLead ownerReady for assignment
Next stepReview service needs
People + process + connected tools01 / 04
My contribution
Built CRM, WhatsApp, sales workflows, and reporting systems in-house. The work connected lead records with daily sales activity and a clearer follow-up process.
What changed
A central workspace brought lead handling and conversation context together. The portfolio describes IVR calling, call records against leads, and visibility into daily touches and pending follow-ups.
What this demonstrates
Experience connecting marketing and operations at an organisation with multiple branches. The branch count describes the organisation; it is not a count of separate client projects.
LET’S CONNECT THE DOTS
A better next step
starts with a conversation.
A funnel to improve, a workflow to connect, or a product to build.
Let’s figure out what would actually move things forward.