DG FLOW CRM • LEAD MANAGEMENT • FOLLOW-UP

Getting Leads? Make sure every lead gets proper follow-up.

Whether leads come from WhatsApp, Meta Ads, your website or forms, DG Flow CRM helps your team keep customer details, interest, next follow-up, staff ownership and sales stage clear in one place.

See How It Works

Lead Management • Follow-up • Tags & Columns • Shared Inbox • Pipeline

Illustrative CRM View
New18
Follow-up12
Interested7
AR
Arun RajWebsite enquiry • Interior
Follow-up
SK
Sara KMeta Ads • Clinic
Interested
NM
Nabeel MWhatsApp • Real Estate
Quote
Next actionCall back today • 4 leads

DO THESE PROBLEMS FEEL FAMILIAR?

Leads are coming in. But without a clear system, good opportunities can slip away.

Reply, follow-up, staff ownership, quote and close — when every step has a clear place, your team can work without depending on memory or scattered notes.

01Slow first response

A new enquiry comes in, but the team is busy and the reply gets delayed.

02Follow-ups get missed

No clear list of who needs a call or follow-up today.

03Customer details are scattered

Important information is spread across WhatsApp, notes, sheets and phones.

04Interested leads are not clear

It becomes difficult to separate genuine buyers from casual enquiries.

05Quotes lose momentum

A quote is sent, but no one clearly owns the next action.

06Owner visibility is low

It is hard to see which staff member is handling which lead.

COMPLETE CRM SOLUTION

From first enquiry to customer close.

Lead capture, customer details, qualification, team handling, follow-up, quote and sales stage can all stay connected in one clear CRM journey.

Meta AdsWhatsAppWebsiteLanding PageForms
01New LeadEnquiry received
→
02Customer DetailsNeed + source
→
03QualificationInterest understood
→
04Follow-upNext action
→
05Quote / VisitDeal stage
→
06ClosedWon / Lost

CUSTOMER MANAGEMENT

Keep a complete customer view for every lead.

Open a customer record and your team can quickly see the key information needed to understand and handle that enquiry.

  • Name & Phone
  • Business / Requirement
  • Lead Source
  • Status & Assigned Staff
  • Next Follow-up
  • Quote / Discussion Stage
  • Business-specific details
AK
Ajmal KLead from Meta Ads
Interested
Business
Interior Design
Requirement
Lead Follow-up CRM
Assigned to
Sales Team
Next Follow-up
Tomorrow, 11:30 AM
Stage
Site Visit Completed

ORGANISE + COLLABORATE

Not just lead details — keep the working context your team needs in one place.

Use Tags, business-specific Columns and Shared Inbox to organise leads, track useful details and handle customer conversations with better context.

Hot LeadFollow-upInterested

Tags

Use labels like Hot Lead, Interested or Follow-up to group and filter leads quickly.

Budget₹10–15LRequirementWebsite + CRMSite VisitCompleted

Business-specific Columns

Track the details that matter to your business, such as Budget, Requirement, Course or Site Visit.

Shared InboxTeam conversation view
3

Shared Inbox

Let the team view customer conversations in one place and continue replies or follow-ups without losing context.

CHATBOT + AI

Handle the first part of the enquiry before your team steps in.

A chatbot can answer common questions and collect customer details. With an advanced setup, AI can understand the requirement, qualify the lead and hand over a useful summary to your team.

↳

Chatbot

Handle repeated questions, collect customer details and guide the enquiry to the right next step.

  • Common questions answer
  • Customer details collect
  • Defined enquiry flow
  • CRM lead create / update
AI

Advanced AI + Full Automation

Understand natural customer conversations, answer relevant questions, qualify leads, prepare a summary and hand over to the human team when needed.

  • Natural conversation
  • Business-specific answers
  • Lead qualification
  • Context / memory where configured
  • CRM summary + handoff
Available in PRO-level advanced implementation.
Not sure what level your business needs?

Tell Digi Smart AI your business type and how you currently handle enquiries.

Today’s Follow-ups4 pending

FOLLOW-UP

Never let a good lead go cold because a follow-up was missed.

Callback, meeting, site visit, pending quote or next discussion — keep the next action clear so your team knows what to do.

  • Track the next follow-up
  • See pending leads clearly
  • Keep staff responsibility clear
  • Update the lead stage

SALES PIPELINE

Know where every lead stands at a glance.

Organise stages around your sales process so the team can see how each enquiry is progressing.

New4
Website enquiryInterior
WhatsApp enquiryClinic
Interested3
Needs proposalEducation
Site details sharedReal Estate
Follow-up5
Call tomorrowGym
Waiting for decisionServices
Quote / Discussion2
Quote sentInterior
Closed6
Closed WonClinic
ClinicEnquiry → Appointment → Follow-up
Real EstateEnquiry → Qualified → Site Visit → Deal
InteriorEnquiry → Site Visit → Estimate → Follow-up

1-MINUTE PRODUCT DEMO

See DG Flow in Action

A short walkthrough of customer details, Tags, Columns, follow-up, pipeline and the journey from lead to close.

Seen the demo? Ask how this setup can fit your business.

TEAM HANDLING

Make it clear who is handling each lead.

For teams, keep lead ownership, pending enquiries, follow-up responsibility and progress visible to the owner or manager.

AKSMRJAssigned team

LEAD SOURCE

Know where every lead came from.

Keep source context from Meta Ads, Website, WhatsApp, Landing Pages and Forms so you can understand which channels are bringing useful enquiries.

Meta AdsWebsiteWhatsAppLanding PageForms

WHATSAPP + CRM

Keep customer communication and follow-up context connected.

Depending on your setup, WhatsApp replies, follow-up communication, approved templates, reminders and broadcasting workflows can work alongside your CRM process.

Need Bulk WhatsApp Broadcasting? →

BUILT AROUND YOUR BUSINESS

Your follow-up journey should match how your business actually works.

Clinic, real estate, education, interior, gym or service business — customer stages, details and follow-up process can be configured around your workflow.

Clinics

Enquiry → Appointment → Reminder → Follow-up

Real Estate

Enquiry → Qualification → Site Visit → Deal

Education

Course Enquiry → Counselling → Admission Follow-up

Interior / Home Services

Enquiry → Site Visit → Estimate → Follow-up

Gym / Fitness

Enquiry → Trial Visit → Membership → Renewal

Other Businesses

Your own stages, customer details and team process.

Do you run a different type of business?

Tell Digi Smart AI what you do, and it will explain a relevant CRM journey.

PRICING

Choose the right plan for the way your business works.

You do not need the highest plan by default. Start with the minimum setup that actually solves your requirement.

STARTERCRM + Broadcast
₹1,499/month

₹14,999 / year

  • CRM / Lead Management
  • WhatsApp Broadcasting
  • Up to 10,000 contacts

Monthly activation: ₹5,000 setup
Yearly: setup waived

GROWTHTeam + Chatbot
₹3,499/month

₹29,999 / year

  • 3 users
  • Chatbot
  • AI-assisted enquiry handling
  • Relevant/basic integrations

Monthly activation: ₹5,000 setup
Yearly: setup waived

PROAdvanced AI + Automation
₹6,999/month

₹64,999 / year

  • Advanced AI consultation
  • Full automation workflows
  • Complex/custom requirements
  • Business-specific implementation

Monthly activation: ₹5,000 setup
Yearly: setup waived

WhatsApp / Meta usage, template or message charges apply separately where applicable.

ONBOARDING

Go live step by step without making setup complicated.

The exact setup depends on your plan, integrations, existing customer data and required access.

1Understand Requirement

Business type, lead sources, team, follow-up process.

2Configure DG Flow

Customer fields, stages, users and required workflows.

3Import / Test / Go Live

Data setup, testing, team guidance and launch.

FAQ

Before you decide, clear the common doubts.

If your question is not here, ask Digi Smart AI directly.

What is DG Flow CRM?+

DG Flow CRM helps businesses manage enquiries, customer details, lead status, follow-up, staff ownership and sales pipeline in one place.

Can I manage leads from Meta Ads, Website and WhatsApp?+

Yes. Depending on the setup and integration, lead-source context from Meta Ads, website, WhatsApp, landing pages or forms can be carried into the CRM workflow.

Can I track follow-up reminders and next actions?+

Yes. You can track callbacks, meetings, visits, quote discussions and the next follow-up action for each lead.

Can I assign leads to staff?+

Yes. Depending on the plan and setup, leads can be assigned to team members so ownership and progress are clear.

What is the difference between Growth and PRO?+

Growth includes chatbot and AI-assisted enquiry handling. PRO is designed for advanced AI consultation, deeper automation and complex or custom workflows.

What are Tags, Columns and Shared Inbox used for?+

Tags help group and filter leads. Columns help track business-specific customer information. Shared Inbox helps your team handle customer conversations in one place.

Can I import my existing contacts?+

Yes. Supported CSV imports can be used. Name and Phone are mandatory, and phone numbers should include the country code.

How much does DG Flow cost?+

Starter is ₹1,499/month or ₹14,999/year; Growth is ₹3,499/month or ₹29,999/year; PRO is ₹6,999/month or ₹64,999/year. Monthly activation includes a ₹5,000 one-time onboarding and implementation setup; yearly setup is waived.

How long does setup take?+

Timeline depends on the selected plan, integrations, data, required access and onboarding scope. Digi Smart confirms a practical timeline after reviewing your requirement.

Still have a question?

Ask about your business type, current lead process, pricing, setup or anything else you need to know.

Give every lead a clear next step.

Tell Digi Smart AI what business you run, where your leads come from and how you handle follow-ups today.

Call Digi Smart+91 97467 65488
Digi SmartKerala & BengaluruMon–Sat 10 AM–6 PMSetup & Active-plan Support
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