Reference implementation · Dealers & distributors
Unified lead capture and follow-up automation for a dealer network
Capturing leads from every channel, routing them to the right dealer or salesperson and tracking follow-ups to conversion.
app.fairbazaar.in/crm
New leads
128
This week
Follow-ups due
23
Today
Won
17
This month
New5
Contacted4
Proposal3
Won2
Lead sources
Website formutm: google / cpcAssigned
WhatsAppAuto-routed · WestFollow-up
Reference implementation: describes approach and expected outcomes; no client-specific data or metrics are claimed.
The problem
Businesses selling through dealers or field sales teams receive enquiries from websites, ads, calls and WhatsApp, but leads get lost between channels and follow-ups depend on individual memory.
Business challenge
- Leads scattered across channels
- No rule for who follows up
- Unknown marketing ROI
- Management can't see pipeline
The solution
Deploy FairBazaar Lead Management and CRM with source tracking, territory-based assignment, automated reminders and a management dashboard.
Implementation
- 1
Discovery
Map lead sources, territories, stages and dealer structure.
- 2
Build
Configure pipeline, assignment rules and integrations.
- 3
Launch
Train sales and dealers; migrate open leads.
- 4
Optimise
Review source-wise conversion and refine rules.
Workflow
Before and after
Before
- Leads in inboxes and phones
- Manual distribution
- No follow-up tracking
- Guesswork on marketing spend
After
- All leads in one system
- Instant, rule-based assignment
- Reminders and overdue alerts
- Source-wise conversion reports
Architecture
How it fits together
Sources
- Website
- Ads
- Walk-in
Platform
- Lead intake API
- Assignment engine
- CRM
- Notifications
Insight
- Pipeline dashboard
- Attribution reports
Expected outcomes
- Fewer lost enquiries
- Faster first response
- Accountability across the network
- Data-driven marketing decisions
app.fairbazaar.in/crm
New leads
128
This week
Follow-ups due
23
Today
Won
17
This month
New5
Contacted4
Proposal3
Won2
Lead sources
Website formutm: google / cpcAssigned
WhatsAppAuto-routed · WestFollow-up
Build Something Similar
Tell us about your workflow, bottleneck or idea. A FairBazaar technology expert will map a practical path — product, custom build or AI — within one conversation.