BDSocialLead – WhatsApp & Messenger CRM

Description

Manage WhatsApp and Messenger leads, clients, invoices, payments, follow-ups, reminders and team data with Cloud CRM follow-up sync. BDSocialLead is a Social CRM for WhatsApp Web, Messenger and Meta Business Suite. Manage customers, leads, invoices, payments, follow-ups, subscriptions and Google Sheets synchronization directly beside every business conversation. BDSocialLead transforms everyday WhatsApp Web and Messenger conversations into an organized customer relationship management (CRM) workspace. Instead of switching between spreadsheets, notebooks and multiple applications, everything you need to manage your customers is available beside the active conversation. Whether you run a small business, online shop, digital agency, service company or customer support team, BDSocialLead helps you organize customer information, track sales, generate invoices, manage payments and never miss an important follow-up. ──────────────────────────────────────── ⭐ CUSTOMER RELATIONSHIP MANAGEMENT (CRM) ──────────────────────────────────────── • Create complete customer profiles • Save customer names and phone numbers • Automatically organize client records • Manage lead status and customer progress • Assign customer priority • Store private notes • Search saved customers instantly ──────────────────────────────────────── 📈 LEAD MANAGEMENT ──────────────────────────────────────── Track every lead from the first conversation until the final sale. • New leads • Qualified leads • Active customers • Closed sales • Lost opportunities • Custom lead stages Perfect for businesses receiving leads from: • WhatsApp • Facebook Messenger • Meta Business Suite • Facebook Ads • Instagram • Google Search • Organic marketing • Referral campaigns ──────────────────────────────────────── 📦 PRODUCTS & SERVICES ──────────────────────────────────────── Create reusable product and service catalogs. Supports: • Products • Services • Packages • Subscriptions • Credits • One-time sales Assign products to customers in seconds. ──────────────────────────────────────── 🧾 PROFESSIONAL PDF INVOICES ──────────────────────────────────────── Generate branded invoices directly from customer conversations. Invoice features include: • Company information • Customer information • Products • Quantity • Price • Discount • Tax • Delivery charge • Partial payment • Outstanding balance • Invoice history ──────────────────────────────────────── 💰 PAYMENT MANAGEMENT ──────────────────────────────────────── Track customer payments professionally. Manage: • Paid amount • Due amount • Payment status • Payment history • Outstanding invoices • Collection records ──────────────────────────────────────── 🔔 FOLLOW-UP REMINDERS ──────────────────────────────────────── Never forget an important customer again. Create follow-up reminders with: • Date • Time • Notes • Outcomes • Reminder notifications • Follow-up history Receive Chrome notifications before scheduled follow-ups. ──────────────────────────────────────── 📅 SUBSCRIPTION MANAGEMENT ──────────────────────────────────────── Perfect for subscription-based businesses. Track: • Subscription start date • Renewal date • Expiry date • Next payment • Previous payment • Active subscriptions ──────────────────────────────────────── 📊 DASHBOARD & REPORTS ──────────────────────────────────────── View important business information in one place. Dashboard includes: • Customers • Leads • Products • Invoices • Payments • Due amounts • Subscription records • Monthly summaries ──────────────────────────────────────── 📄 GOOGLE SHEETS SYNCHRONIZATION ──────────────────────────────────────── Optionally synchronize CRM records with your own Google Sheet. Your business data remains under your control. Google Sheets synchronization is designed for: • Small businesses • Teams • Sales departments • Customer support • Business reporting ──────────────────────────────────────── 🔒 PRIVACY & SECURITY ──────────────────────────────────────── Your customer data belongs to you. • CRM records are stored locally in your browser. • Google Sheets synchronization is completely optional. • When enabled, CRM data is synchronized only to the Google Sheet configured and owned by you or your organization. • Customer conversations, invoices, payments, follow-ups and CRM records are NOT transmitted to BD-Software Limited servers. • Our licensing service exchanges only the minimum information required to verify trial or paid access. • We do not sell customer data. • We do not use customer information for advertising. ──────────────────────────────────────── 👨‍💼 PERFECT FOR ──────────────────────────────────────── • Small Businesses • Online Stores • Digital Agencies • Marketing Teams • Customer Support • Freelancers • Consultants • Service Providers • Subscription Businesses • WhatsApp Businesses • Messenger Businesses ──────────────────────────────────────── SUPPORTED PLATFORMS ──────────────────────────────────────── ✔ WhatsApp Web ✔ Facebook Messenger ✔ Meta Business Suite ──────────────────────────────────────── WHY BUSINESSES CHOOSE BDSocialLead ──────────────────────────────────────── ✔ Customer CRM beside every conversation ✔ Professional invoice generation ✔ Payment & due tracking ✔ Lead management ✔ Follow-up reminders ✔ Subscription management ✔ Google Sheets synchronization ✔ Business dashboard ✔ Local-first privacy ✔ Fast and lightweight BDSocialLead helps businesses organize customer relationships, improve sales workflows, reduce missed follow-ups and manage every customer from the first message to the final payment—all without leaving WhatsApp Web or Messenger.

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