Customer operations, run on WhatsApp

Customer Operations Platform for WhatsApp-first businesses

Track leads, customers, renewals, follow-ups and operational workflows from one intelligent workspace — on the number your customers already message.

  • Runs on your existing WhatsApp number
  • Official Meta tech provider · DPDP-ready
  • In production with Mastec Water Purifier

Priya Desai

online · WhatsApp

Live

Lead captured

Auto-added

4 renewals due

This week

Buddie

Found 12 customers worth tracking from your chats.

ReviewLater
Renewals recovered

₹1,84,500

+78%
3 callbacks pending

Premium CRM infrastructure for WhatsApp + Instagram teams

Structured onboarding, secure setup, and channel-ready lead operations.

The operational loop

One message in. A tracked, renewing customer out.

LeadBuddie isn't a feature list — it's a connected workflow. Watch a single WhatsApp message become the whole customer lifecycle.

01 · Conversation

A customer messages on WhatsApp

An enquiry, a complaint, an AMC question — it lands on the number they already use.

Hi, is the Kent Grand available?
Yes! Sharing details 👇
02 · Lead

Captured as a lead automatically

No copy-paste, no missed message after hours. The conversation becomes a tracked lead.

RK

Ramesh K. · New lead

Source: WhatsApp · 2m ago

New
03 · Customer

Converted to a customer

When they buy, the lead becomes a customer with model, install date and AMC plan attached.

Ramesh Kulkarni

Customer

Kent RO Grand · Installed Jan 15 · Gold AMC

04 · AMC

The contract starts tracking itself

Installation, warranty and AMC live on one record — service history travels with the customer.

AMC statusActive

Renews in 22 days

05 · Renewal

Renewals surface before they lapse

Every contract sits on the renewals page sorted by urgency, so the window never quietly passes.

Priya D. · due in 1d₹2,499
Ramesh K. · due in 2d₹3,200
06 · Revenue

Recovered revenue rolls up

Renewed contracts and service revenue show on the dashboard — you see what was saved.

This month

₹1,84,500

07 · Callback

Follow-ups never get forgotten

“Call me next week” becomes a real callback on the right date, with the note attached.

Call Priya · Thu 11 AM

Note: wife to approve renewal

08 · Retention

Customers stay, and come back

Every touchpoint is remembered, so renewals compound and churn quietly drops.

Renewed 2× since 2024

Loyal · low churn risk

Live now · Flagship operational pack

Built for water treatment businesses.

Track every installation, AMC renewal, callback and customer follow-up from one operational workflow. ₹1,999–₹3,500 per customer per year leaks out of every dealership through the renewal nobody chased. The Water Treatment Pack runs the whole lifecycle — capture, convert, renew, service — on the WhatsApp number your customers already message, so nothing slips.

PD

Priya Desai

online · last seen now

Today, 11:04 PM
Hi, my Kent RO AMC is expiring next week. What are the options?
Buddie typing

AMC Plans 2026.pdf

2 pages · 1.2 MB

Buddie11:04 PM

Hi Priya! Your Annual AMC Gold (₹2,499) includes priority service + 4 filter changes. Shall I book a quick call tomorrow to confirm?

Buddie11:04 PM
Tomorrow 11am works.
Buddie typing

Done — callback scheduled for tomorrow 11 AM. You’ll get a reminder.

Buddie11:05 PM

The flow, end to end

One message in. A tracked customer out.

  1. 01Now

    Customer messages on WhatsApp

    A buyer or existing customer pings your normal WhatsApp number — an enquiry, a complaint, an AMC question.

  2. 02Now

    Lead captured automatically

    The conversation lands on your pipeline as a lead — no copy-paste, no missed message after hours.

  3. 03Now

    Convert to customer in one tap

    When they buy, promote the lead to a customer with the installed model, install date and AMC plan attached.

  4. 04Now

    AMC tracked — surfaced before it lapses

    Every contract sits on the renewals page sorted by urgency, so the renewal window never quietly passes.

  5. 05Now

    Callbacks — none forgotten

    “Call me next week” becomes a real follow-up on the right date, with the customer’s note attached.

  6. 06Now

    Revenue tracked per renewal

    Renewed contracts and service revenue roll up on the dashboard, so you see what the pack recovered.

  7. 07Now

    Buddie flags customers you’re not tracking

    Buddie, your AI sales agent, reviews your leads and surfaces people who look like installed customers you haven’t added yet. You confirm each one — it never acts on its own.

What you get

Four dealer workflows — all shipped, all running today.

01Shipped

AMC renewals surfaced before they lapse

Every customer’s annual maintenance contract sits on the renewals page sorted by urgency. Filter by this-week / next-14 / next-30 / callbacks-scheduled / lapsed.

AMC Renewals
23
This weekNext 14CallbacksLapsed
PD

Priya Desai

Kent Grand · in 1d · ₹2,499

RK

Ramesh Kulkarni

Kent Excell+ · in 2d · ₹3,200

SM

Suresh Menon

Kent Supreme · in 5d · ₹2,499

AS

Anita Shah

Kent Maxx · in 6d · ₹1,999

02Shipped

Service visits scheduled from chat

When a customer complains or asks for a visit on WhatsApp, you book it on their record in one tap. Visit history travels with the customer.

RK
Ramesh Kulkarni

Filter is making noise. Can someone check?

Schedule a visit

Tomorrow·11:00 AM

Visit booked for tomorrow 11 AM

03Shipped

Callbacks tracked — none forgotten

"Call me next week" becomes a real follow-up on the right date with the customer’s note attached. Surfaces under the Callbacks pill on the renewals page.

Callback flowScheduling

Salary 20th. Call me next week, will renew Gold.

When to call back?

3 days1 week2 wks
Note: Wife to approve
Callbacks4 due
PD

Priya Desai

Callback in 7d · Wife to approve

VT

Vinod Tambe

Callback in 3d · Decide plan

04Shipped

Customer + product history at a glance

Installed model, install date, AMC history, prior service visits, prior notes — all on one drawer when you tap the customer.

PD

Priya Desai

+91 98765 43210 · Pune

Installed

Kent RO Grand

Jan 15, 2024 · 2y warranty

Current AMC

Annual Gold · ₹2,499

Renewed 2× since 2024

Last visit

Filter change · 15d ago

3 visits this year

In production with

Mastec Water Purifier

Runs the Water Purifier Pack every day for 60–100 leads — real renewals, service visits and callbacks, not a demo dataset.

Meet Buddie

A quiet teammate that watches the operations you can't.

Buddie is your operational intelligence layer — not a chatbot. It reviews your leads, customers and renewals in the background and surfaces what needs attention, with the reasoning attached.

Always explainable

Every suggestion shows exactly why it surfaced — never a black box.

You stay in control

Buddie proposes. You confirm. It never messages or acts on its own.

Quietly in the background

No chatbot persona, no noise — it reviews your operations and steps back.

Buddie

Reviewed 248 chats · just now

19 found

4 renewals due tomorrow

Their AMC end-dates fall within 24h and no callback is scheduled yet.

ConfirmDismiss

12 customers worth tracking

These chats mention an installed unit but aren’t added as customers.

ConfirmDismiss

3 callbacks pending today

You promised to call back — the dates land today across these threads.

ConfirmDismiss

Buddie never sends a message or changes a record without your confirmation.

Built to scale

One platform. A pack for every operational business.

Start with the workflows your industry actually runs. More packs are on the way as we go deeper with each kind of business.

Coming soon

Real Estate Pack

Site-visit enquiries, follow-ups, and buyer pipelines run from one workspace.

Coming soon

Service Business Pack

Job requests, scheduled visits, repeat maintenance and customer history.

Coming soon

More packs coming

Each pack ships the workflows a specific operational business actually runs.

Trusted by operational businesses across India

Mastec Water Purifier
Classic Leathers
Zyrax Fitness
Nitya Tours & Travels
Spectrum Painting

5000+

leads managed

20+

businesses onboarded

60–100

leads/day at Mastec

Customer story

The dealer that put our AI co-pilot to work first.

Mastec Water Purifier handles 60–100 leads a day. Here's what changed when LeadBuddie became their co-pilot.

60–100
leads per day
Easier
follow-ups

Handling 60–100 leads per day was very time-consuming. After LeadBuddie, responses and follow-ups became much easier.

Mastec Water Purifier

India

1 inbox
for the whole team
0
orders lost in DMs

Bulk WhatsApp enquiries from retailers used to pile up in three different phones. With LeadBuddie our team works from one inbox and every B2B order is tracked from first message to dispatch.

Classic Leathers

India

Shared
inbox for trainers
Faster
trial conversions

Trial bookings, membership renewals, class enquiries — it was all sitting in one founder's WhatsApp. LeadBuddie made it a shared workflow and our trainers stopped chasing screenshots.

Zyrax Fitness

India

Higher
package conversion
Zero
missed follow-ups

Every trip enquiry needs a custom itinerary and three follow-ups. LeadBuddie keeps the whole conversation, quote, and callback in one place — we stopped losing high-ticket bookings to slow replies.

Nitya Tours and Travels

India

On-time
quote follow-ups
Clear
ownership per lead

Site-visit requests and quote enquiries used to slip through cracks. Now each lead has a stage, an owner, and a follow-up date — our painters and the office work off the same screen.

Spectrum Painting Solution

India

Pricing

Choose the plan that fits your social sales flow

Every plan is built for WhatsApp + Instagram CRM workflows, with a 7-day free trial to get started.

Basic

Free

Get started with manual lead tracking and simple CRM.

  • Manual notes and lead tracking
  • Up to 10 leads
  • 1 pipeline (3 stages)
  • Basic activity timeline

Starter

₹499/month

Single-number WhatsApp inbox with AI replies and summaries.

  • WhatsApp inbox (1 number)
  • Send approved templates in chat
  • Create up to 10 templates
  • AI suggested replies (click → edit → send)
Most popular

Growth

₹999/month

Campaigns + templates + unlimited AI messages for growing teams.

  • 3 campaigns/month
  • Up to 1,500 recipients per campaign
  • Up to 3,000 recipients per month
  • Create up to 50 templates

Team

₹1999/month

High-volume campaigns and automation for teams and agencies.

  • 20 campaigns/month
  • Up to 5,000 recipients per campaign
  • Up to 50,000 recipients per month
  • Create up to 200 templates

Meta conversation charges may apply separately based on usage.

FAQ

Questions teams ask before switching to a better CRM

Everything you need to know about moving social conversations into LeadBuddie.

LeadBuddie is designed for businesses that manage customer conversations across WhatsApp and Instagram. We help bring those conversations into one CRM workflow so your team can manage leads with context.

Yes. Your team can assign chats, add notes, track lead stages, and keep everyone aligned on who owns the next step.

LeadBuddie uses AI for things like conversation summaries, reply suggestions, and helping teams understand lead context faster. Your team stays in control of what gets sent.

No. It works well for founder-led sales teams, growing service businesses, and larger teams that need a more structured social CRM setup.

You get full access to the product so you can experience the inbox, lead management flow, and collaboration setup before committing to a paid plan.

Yes. LeadBuddie is built around secure access, workspace-level visibility, and a structured CRM workflow for customer conversations.

Yes. You can cancel your subscription at any time and your access continues through the end of your active billing period.

Use any Book Demo button on the site and our team will reach out to schedule a walkthrough based on your use case.

Calm operational intelligence

Never let operational work slip through the cracks again.

Bring your leads, customers, renewals and follow-ups into one intelligent workspace — running quietly on the WhatsApp number your customers already use.

Free to start · No credit card · Runs on your existing WhatsApp number

Founder of LeadBuddie

“We personally help you set up LeadBuddie for your business — no ticket queue, no chatbot.”

Built by founders in India who sat with Mastec Water Purifier's team for weeks to figure out where renewals were actually leaking.

Vivek D · Founder · Hutliv Technologies LLP