Leads and opportunities
Source, needs, ownership, status and next-contact records in a CRM or custom application.
The problem it solves
In real estate, insurance, tourism and professional services, selling continues after the first message. We design sales operations connecting inquiries, appointments, proposals and follow-up so work does not depend on one person’s memory.
What we can build together
Scheduling and proposals
Appointments, information requests and documents connected to the negotiation stage.
WhatsApp and support
Bots for initial inquiries, authorized follow-up and contextual handoff to an advisor.
Sales visibility
Dashboards for opportunities, pending tasks and loss reasons based on process data.
When it makes sense
For teams selling services, coordinating visits or managing multi-stage negotiations. Workflows can be adapted to properties and visits, applications and renewals, bookings and itineraries, or consulting projects.
Scope and deliverables
We review how inquiries arrive and what should happen until an opportunity is closed or declined. We define fields, owners and integrations, then build a verifiable first version. An existing CRM can remain where integration is feasible.
Before starting, we agree on owners, data access, testing and acceptance criteria. The proposal includes pricing, a schedule and service terms.
From data to action
How the workflow can operate
An example workflow to design according to project scope.
01
Inquiry
A lead contacts the team through WhatsApp or another channel.
02
Assignment
The opportunity is recorded and assigned to an advisor.
03
Proposal
A meeting is arranged and an offer prepared.
04
Follow-up
The team tracks tasks, responses and negotiation status.
Clear answers
Frequently asked questions
Is Skillup Consulting only for consulting firms?
No. It is SDL’s line for sales operations and professional services, including real estate, insurance, tourism and other businesses needing follow-up.
Can it connect to our existing CRM?
We assess interfaces and data to decide whether to integrate, extend or develop a custom tool.
Can WhatsApp follow-up be automated?
It can follow the agreed workflow, authorized channels and Meta requirements, with advisor intervention when needed.
Explore other services
Custom software development
Turn scattered spreadsheets, records and manual tasks into an application designed around your operations.
Explore the service →Business process automation
Connect your tools so information moves between teams without being copied at every step.
Explore the service →AI agents
Build assistants that respond using your business context and know when to hand a conversation to a person.
Explore the service →WhatsApp with the official Meta API
Turn WhatsApp conversations into requests, tasks and actions within your operations.
Explore the service →IoT hardware development and integration
Connect what happens on the production floor, in the warehouse or in the field to the software your team uses.
Explore the service →This line is part of SDL’s operational solutions. Explore the other lines →
Start with your operations
Which process do you want to improve?
Tell us what your team does, which tools it uses and where work gets stuck. We will review the case to define a scope and proposal.