Salesplix

Agency sales enablement system

Turn inbound briefs into an owned pipeline.

Several clients, one inbox problem. Each enquiry has an owner, a stage, and a next meeting — not a thread on someone’s phone that leaves when they do.

See an agency pipeline See the workflow
Website LinkedIn WhatsApp Calls Referral One brief
Site, LinkedIn, referral, WhatsApp, call — one owned brief.

On this floor

The firm owns the conversation.

Inbox

Partners stop asking “who has this?”

Round-robin or skill-based owner. The brief is visible. Duplicates collapse on email and phone.

Meeting

Discovery is a slot, not “let’s find a time”

WhatsApp books the 30-minute call. Reminders go to the same thread as the deck.

After hours

Voiceplix takes the first hello

Inbound at 9pm gets a capture and a morning slot. The partner reads the card, not a voice note graveyard.

Recognition

Where your enquiries already come from

Salesplix does not ask you to change the ads or portals you buy. It puts them on one record.

The leak

Where paid enquiries disappear today

Leak 01

Inbound sits in a founder WhatsApp

Leak 02

Two partners reply to the same brief

Leak 03

Proposal sent, no day-three call

Leak 04

Junior leaves, history leaves

Leak 05

Referral never gets an owner

Leak 06

No reminder — discovery no-shows

Workflow

Enquiry to booked action

  1. 1 Brief lands: form, LinkedIn, referral, call, WhatsApp
  2. 2 Ack + owner; identity match
  3. 3 Scope captured on the card
  4. 4 Discovery slot booked
  5. 5 Proposal on the thread; dialer if quiet
  6. 6 Won / nurture / lost with a reason the firm can read

Channels

How the team actually reaches people

  • WhatsApp Business
  • Email
  • SIM / SIP calling
  • Voiceplix voice agents
Stages the floor already understands
  1. New brief
  2. Owner assigned
  3. Discovery booked
  4. Discovery done
  5. Proposal
  6. Negotiation
  7. Won
  8. Nurture
  9. Lost

Voiceplix + the dialer

The firm’s number, not a partner’s SIM.

Voiceplix covers the ring when partners are in a client meeting. Capture, slot, handoff. The pitch stays human.

  1. 01

    After-hours capture of what they need

  2. 02

    Morning discovery slot already offered

  3. 03

    Caller ID: last deck, last objection

  4. 04

    Transcript for the partner who actually attends

Voice agents · Calling & auto-dial

The calendar

Discovery is on a shared calendar.

If only one partner’s Google Calendar knows, the firm does not. Book from WhatsApp; remind on the thread.

Automations

Recipes you can run on day one

  1. 01

    Form → ack → round-robin owner

  2. 02

    LinkedIn inbound → same card as the form if the email matches

  3. 03

    Discovery booked → reminders → notes on hangup

  4. 04

    Proposal sent → wait → call queue

  5. 05

    Lost → reason required → nurture

A day on the floor

The pipeline meeting is the inbox, not a spreadsheet.

  1. 1 New briefs overnight already have an owner or a Voiceplix capture
  2. 2 Nobody double-replies
  3. 3 Quiet proposals are a list, not a feeling
  4. 4 A partner on leave does not take the book

Questions

What this is not.

Is this a PSA / project tool?

No. It is the new-business desk. Delivery, time tracking, and invoicing stay in the PSA. Won can ingest a stage into that tool.

Next

See it on your own leads

Agencies buy a book that survives the person. Walkthrough on your inbound ownership and proposal follow-up — no invented win rates.

Related solutions

Ready to start closing?

Set up a short call and see the workspace on your own leads.

Same calendar the product team uses. Checkout is on salesplix.com.

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