Salesplix

Solution

Every channel writes to the same enquiry.

Inbox, identity match, owner, stage, last chat. One card from first hello to a close. Duplicates collapse on phone and email.

See the inbox on a demo All solutions
WhatsApp Call Form Ad Email One card
The morning list: stage, owner, next follow-up.

What changes

The floor can see it.

Match

Phone, then email, then external id

Website ingest for 59 Realtors matches that way so a form and a WhatsApp become one buyer or one lister.

Owner

Someone is responsible

Round-robin, campus, programme, or named SE. “Unassigned” is a state the floor can see, not a void.

Stage

Call not received is allowed

The default Salesplix language includes missed calls as a working stage. Both named customers use it.

How it works

From trigger to the record

  1. 1 A message, call, form, or ingest event arrives
  2. 2 Identity match: existing card or a new one
  3. 3 Timeline appends the event — chat, call, note, booking
  4. 4 Owner and stage sit on the row the inbox sorts by
  5. 5 Follow-up time is a first-class field, not a chat promise
  6. 6 The same card opens on web and the Android app

What it replaces

Not another app on the side.

Instead of

  • Spreadsheet + personal WhatsApp + a call log
  • Two cards for one mobile number
  • “Who has this?” in a group
  • Notes in someone’s head

On Salesplix

  • One enquiry
  • Match rules you can name
  • An inbox with filters the manager trusts
  • A timeline the next shift can read

Recipes

How teams actually use it

  1. 01

    CTWA + later website form → same card

  2. 02

    Missed call on a known number → same card, stage Call not received

  3. 03

    Tag from a WhatsApp flow visible in the inbox filter

  4. 04

    Schedule / booking appears on the person, not a side calendar only

Where it shows up

Same product. Different booked action.

The pipeline label changes. The card does not.

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.

Book a demo Get started